Rootly + Salesforce

Rootly + Salesforce integrations

Update records in Salesforce from newly-created Rootly incidents

Set up this Zap to automatically update your records in Salesforce whenever a matching incident in Rootly is created. This integration keeps your incident data up to date across platforms with no added clicks or keystrokes.

When this happens...
Get IncidentTriggers when Incident created.
TriggerPolling
automatically do this!
Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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More things you can do with Rootly and Salesforce

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

Get Alert
Triggers when Alert created.
Trigger
Polling
Try It
Get Pulse
Triggers when Pulse created.
Trigger
Polling
Try It
- Title
- Kind
- Parent incident
- Private
- Summary
- Severity
- Environment
- Incident type
- Service
- Functionality
- Labels
- Slack channel name
- Group
- Notify emails
- Status
- Url
- Scheduled for
- Scheduled until
- In triage at
- Started at
- Detected at
- Acknowledged at
- Mitigated at
- Resolved at
- Cancelled at
Action
Write
- include
Action
Search
- include
- source
- started_at[gt]
- started_at[lt]
- ended_at[gt]
- ended_at[lt]
- created_at[gt]
- created_at[lt]
Action
Search

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

Get Incident
Triggers when Incident created.
Trigger
Polling
Try It
- Source
  Required
- Summary
  Required
- Service
- Environment
- Started at
- Ended at
- External
- External url
- Labels
- Data
Action
Write
- Source
- Summary
  Required
- Service
- Environment
- Started at
- Ended at
- Labels
- Refs
- Data
Action
Write
- include
- search
- kind
- status
- user_id
- severity
- severity_id
- types
- type_ids
- environments
- environment_ids
- functionalities
- functionality_ids
- services
- service_ids
- teams
- team_ids
- custom_field_selected_option_ids
- created_at[gt]
- created_at[lt]
- updated_at[gt]
- updated_at[lt]
- started_at[gt]
- started_at[lt]
- detected_at[gt]
- detected_at[lt]
- acknowledged_at[gt]
- acknowledged_at[lt]
- mitigated_at[gt]
- mitigated_at[lt]
- resolved_at[gt]
- resolved_at[lt]
- in_triage_at[gt]
- in_triage_at[lt]
- sort
Action
Search
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

About Rootly

Rootly is an incident management platform that automates tedious manual work during incidents. 1,000's of users around the world trust Rootly daily to create a simple, consistent, and delightful incident management process.

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About Salesforce

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