Connect Property Inspect to Salesforce and automate your work
![Property Inspect](https://zapier-images.imgix.net/storage/developer_cli/3664eabc63c00b728ef869e39a894347.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Property Inspect](https://zapier-images.imgix.net/storage/developer_cli/3664eabc63c00b728ef869e39a894347.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Salesforce](https://zapier-images.imgix.net/storage/services/1a4435539b4764e6ded3d368cabab387.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Salesforce](https://zapier-images.imgix.net/storage/services/1a4435539b4764e6ded3d368cabab387.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Property Inspect with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from Property Inspect
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Salesforce
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Property Inspect to Salesforce
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Property Inspect and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Property Inspect and Salesforce to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Action Report Created
Triggers when a Action Report is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Deleted
Triggers when a client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Inspection Cancelled
Triggers when an inspection is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Inspection Completed
Triggers when an inspection is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Inspection Created
Triggers when an inspection is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Inspection Updated
Triggers when an inspection is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Property Deleted
Triggers when a property is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - PDF Generated
Triggers when a PDF is generated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Typist Unassigned
Triggers when a typist is unassigned from an inspection.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - NameRequired
- EmailRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- EmailRequired
- Company
- Telephone
- Address Line 1
- Address Line 2
- City
- County / State
- Postcode / Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Property IDRequired
- Inspection TypeRequired
- Conduct DateRequired
- Clerk ID
- Internal Notes
- Location of Keys
- Template ID
- Time To Complete
- Conduct Date Option
- Reference
- Auto Load Contacts from Property
- TypeRequired
- NameRequired
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Inspection IDRequired
- Notify contacts of cancellation
- Send cancellation invoice
- Remove tenant contacts from the Inspection and related Property
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Inspection IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Inspection IDRequired
- Clerk ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Inspection IDRequired
- Internal Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Inspection IDRequired
- Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Inspection IDRequired
- Custom field nameRequired
- Custom field valueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Address Line 1
- Address Line 2
- City
- County / State
- Postcode / Zip
- Reference
- Number of Bedrooms
- Number of Bathrooms
- AudienceRequired
- Detachment
- Furnishing
- Number of Garages
- Has Parking
- Has Garden
- Tag
- Client
- TypeRequired
- NameRequired
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Inspection IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Inspection IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Address Line 1Required
- Address Line 2
- Postcode
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Title
- Description
- Salesforce ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- Note
- Salesforce ObjectRequired
- IsPrivate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Client Created
Triggers when a client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Updated
Triggers when a client is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Inspection Closed
Triggers when an inspection is closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Inspection Confirmed
Triggers when an inspection's conduct date is confirmed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Inspection Submitted for Review
Triggers when an inspection is submitted for managerial review.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Property Created
Triggers when a property is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Property Updated
Triggers when a property is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Typist Assigned
Triggers when a typist is assigned to an inspection.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Inspection Offered to Workstreams Supplier
Triggers when an inspection in the Workstreams network is offered to a supplier.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - NameRequired
- EmailRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- EmailRequired
- Company
- Telephone
- Address Line 1
- Address Line 2
- City
- County / State
- Postcode / Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Inspection IDRequired
- MessageRequired
- AudienceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Inspection IDRequired
- NameRequired
- AudienceRequired
- EmailRequired
- Phone
- Reference
- Signee?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Inspection IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Inspection IDRequired
- Conduct DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Address Line 1
- Address Line 2
- City
- County / State
- Postcode / Zip
- Reference
- Number of Bedrooms
- Number of Bathrooms
- AudienceRequired
- Detachment
- Furnishing
- Number of Garages
- Has Parking
- Has Garden
- Tag
- Client
- TypeRequired
- NameRequired
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Inspection IDRequired
- NameRequired
- AudienceRequired
- EmailRequired
- Phone
- Reference
- Signee?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Inspection IDRequired
- Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- EmailRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Inspection IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Inspection IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Inspection IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Inspection IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- CampaignRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CampaignRequired
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Salesforce ObjectRequired
- Description
- IsPrivate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found