Quipu + Salesforce

Quipu + Salesforce integrations

Create contacts in Quipu from new records in Salesforce

This integration automatically adds each new record in Salesforce to Quipu as a customer contacts. Set up this Zap to skip the tedious hassle of duplicate data entry!

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create ContactCreates a contact
ActionWrite

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More things you can do with Salesforce and Quipu

Discover other triggers and actions you can use with Salesforce and Quipu

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Tax id - Identificador de cliente (NIF)
  Required
- Name and surname - Nombre y apellidos
  Required
- Zip code - Código Postal
  Required
- Country Code - Código de País
  Required
- Phone - Teléfono
- Email - Correo electrónico
- Address - Dirección
- Town - Ciudad
- Bank Account number - IBAN
- SWIFT/BIC
- Document Type - Tipo de Documento
Action
Write
- Number series - Serie de numeración
- Number - Número
- Created date - Fecha de emisión
- Recipient name - Nombre del Receptor
  Required
- Concept - Concepto
  Required
- Unitary Amount - Precio unitario
  Required
- Quantity - Cantidad
  Required
- Taxes - Impuestos
  Required
- Creates an Invoice/Ticket - Documento a crear es Factura/Ticket
  Required
- Tax field format - Formato campo impuestos
  Required
- Prices include taxes - Todos los precios incluyen impuestos
  Required
- Discount amount - Descuento total
- Discount vat percent - Porcentaje IVA en descuentos
  Required
- Discount concept - Concepto del descuento
- Shipping amount - Gastos de envío
- Shipping vat percent - Porcentaje IVA en gastos de envío
  Required
- Shipping concept - Concepto gastos de envío
- Paid at - Fecha de pago
- Payment method - Método de pago
- Accounting category - Categoría contable
- Accounting subcategory - Subcategoría contable
- Tags - Etiquetas
- Notes - Notas
Action
Write
- Numbering Series Applies To
- Amending number series - Serie de numeración rectificativa
- Original Invoice ID - ID de factura original
  Required
- Due Date Interval - Intervalo de vencimiento
- Name and surname - Nombre y apellidos
  Required
- Document Type - Tipo de Documento
- Tax id - Identificador de cliente (NIF)
  Required
- Email - Correo electrónico
- Phone - Teléfono
- Address - Dirección
- Zip code - Código Postal
  Required
- Town - Ciudad
- Country Code - Código de País
  Required
- Bank Account number - IBAN
- SWIFT/BIC
- Concept - Concepto
  Required
- Unitary Amount - Precio unitario
  Required
- Quantity - Cantidad
  Required
- Taxes - Impuestos
  Required
- Tax field format - Formato campo impuestos
  Required
- Prices include taxes - Todos los precios incluyen impuestos
  Required
- Discount amount - Descuento total
- Discount vat percent - Porcentaje IVA en descuentos
  Required
- Discount concept - Concepto del descuento
- Shipping amount - Gastos de envío
- Shipping vat percent - Porcentaje IVA en gastos de envío
  Required
- Shipping concept - Concepto gastos de envío
- Paid at - Fecha de pago
- Payment method - Método de pago
- Accounting category - Categoría contable
  Required
- Accounting subcategory - Subcategoría contable
- Tags - Etiquetas
- Notes - Notas
- Collection Type - Tipo de Recaudación
  Required
- Canary Island Special Zone - Zona Especial de Canarias (ZEC)
  Required
- Credit Note Reason - Motivo de Rectificación
  Required
Action
Write
- Numbering Series Applies To
- Amending number series - Serie de numeración rectificativa
- Original Invoice ID - ID de factura original
  Required
- Recipient name - Nombre del Receptor
- Name and surname - Nombre y apellidos
- Document Type - Tipo de Documento
- Tax id - Identificador de cliente (NIF)
- Email - Correo electrónico
- Phone - Teléfono
- Address - Dirección
- Zip code - Código Postal
- Town - Ciudad
- Country Code - Código de País
- Bank Account number - IBAN
- SWIFT/BIC
- Concept - Concepto
  Required
- Unitary Amount - Precio unitario
  Required
- Quantity - Cantidad
  Required
- Taxes - Impuestos
  Required
- Tax field format - Formato campo impuestos
  Required
- Prices include taxes - Todos los precios incluyen impuestos
  Required
- Discount amount - Descuento total
- Discount vat percent - Porcentaje IVA en descuentos
  Required
- Discount concept - Concepto del descuento
- Shipping amount - Gastos de envío
- Shipping vat percent - Porcentaje IVA en gastos de envío
  Required
- Shipping concept - Concepto gastos de envío
- Paid at - Fecha de pago
- Payment method - Método de pago
- Accounting category - Categoría contable
  Required
- Accounting subcategory - Subcategoría contable
- Tags - Etiquetas
- Notes - Notas
- Collection Type - Tipo de Recaudación
- Canary Island Special Zone - Zona Especial de Canarias (ZEC)
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Number series - Serie de numeración
- Number - Número
- Created date - Fecha de emisión
- Due date - Fecha de vencimiento
- Name and surname - Nombre y apellidos
  Required
- Tax id - Identificador de cliente (NIF)
- Email - Correo electrónico
- Phone - Teléfono
- Address - Dirección
- Zip code - Código Postal
  Required
- Town - Ciudad
- Country Code - Código de País
  Required
- Bank Account number - IBAN
- SWIFT/BIC
- Concept - Concepto
  Required
- Unitary Amount - Precio unitario
  Required
- Quantity - Cantidad
  Required
- Taxes - Impuestos
  Required
- Creates an Invoice/Ticket - Documento a crear es Factura/Ticket
  Required
- Tax field format - Formato campo impuestos
  Required
- Prices include taxes - Todos los precios incluyen impuestos
  Required
- Discount amount - Descuento total
- Discount vat percent - Porcentaje IVA en descuentos
  Required
- Discount concept - Concepto del descuento
- Shipping amount - Gastos de envío
- Shipping vat percent - Porcentaje IVA en gastos de envío
  Required
- Shipping concept - Concepto gastos de envío
- Paid at - Fecha de pago
- Payment method - Método de pago
- Accounting category - Categoría contable
- Accounting subcategory - Subcategoría contable
- Tags - Etiquetas
- Notes - Notas
Action
Write
- Numbering Series Applies To
- Number series - Serie de numeración
- Due Date Interval - Intervalo de vencimiento
- Name and surname - Nombre y apellidos
  Required
- Document Type - Tipo de Documento
- Tax id - Identificador de cliente (NIF)
- Email - Correo electrónico
- Phone - Teléfono
- Address - Dirección
- Zip code - Código Postal
  Required
- Town - Ciudad
- Country Code - Código de País
  Required
- Bank Account number - IBAN
- SWIFT/BIC
- Concept - Concepto
  Required
- Unitary Amount - Precio unitario
  Required
- Quantity - Cantidad
  Required
- Taxes - Impuestos
  Required
- Tax field format - Formato campo impuestos
  Required
- Prices include taxes - Todos los precios incluyen impuestos
  Required
- Discount amount - Descuento total
- Discount vat percent - Porcentaje IVA en descuentos
  Required
- Discount concept - Concepto del descuento
- Shipping amount - Gastos de envío
- Shipping vat percent - Porcentaje IVA en gastos de envío
  Required
- Shipping concept - Concepto gastos de envío
- Paid at - Fecha de pago
- Payment method - Método de pago
- Accounting category - Categoría contable
  Required
- Accounting subcategory - Subcategoría contable
- Tags - Etiquetas
- Notes - Notas
- Imported from - Importado por
- Collection Type - Tipo de Recaudación
- Canary Island Special Zone - Zona Especial de Canarias (ZEC)
Action
Write
- Numbering Series Applies To
- Number series - Serie de numeración
- Recipient name - Nombre del Receptor
- Name and surname - Nombre y apellidos
- Document Type - Tipo de Documento
- Tax id - Identificador de cliente (NIF)
- Email - Correo electrónico
- Phone - Teléfono
- Address - Dirección
- Zip code - Código Postal
- Town - Ciudad
- Country Code - Código de País
- Bank Account number - IBAN
- SWIFT/BIC
- Concept - Concepto
  Required
- Unitary Amount - Precio unitario
  Required
- Quantity - Cantidad
  Required
- Taxes - Impuestos
  Required
- Tax field format - Formato campo impuestos
  Required
- Prices include taxes - Todos los precios incluyen impuestos
  Required
- Discount amount - Descuento total
- Discount vat percent - Porcentaje IVA en descuentos
  Required
- Discount concept - Concepto del descuento
- Shipping amount - Gastos de envío
- Shipping vat percent - Porcentaje IVA en gastos de envío
  Required
- Shipping concept - Concepto gastos de envío
- Paid at - Fecha de pago
- Payment method - Método de pago
- Accounting category - Categoría contable
  Required
- Accounting subcategory - Subcategoría contable
- Tags - Etiquetas
- Notes - Notas
- Imported from - Importado por
- Collection Type - Tipo de Recaudación
- Canary Island Special Zone - Zona Especial de Canarias (ZEC)
Action
Write

About Quipu

Quipu is an accounting app that makes accounting for small businesses and freelancers easier, automated and paperless.

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About Salesforce

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CRM (Customer Relationship Management)

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