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Choose a Trigger
Choose an Action
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Quickly connect Salesforce Essentials to Filter by Zapier with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Salesforce Essentials with Filter by Zapier - no code necessary. See how you can get setup in minutes.
Select a trigger from Salesforce Essentials
A trigger is an event that starts your Zap and runs the workflow. For example, with Salesforce Essentials, a trigger could be "New Outbound Message."
Setup an action from Filter by Zapier
An action is what takes place after the automation is triggered.
That’s it! You just connected Salesforce Essentials to Filter by Zapier
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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.
triggers, actions, or triggers and actions
- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Salesforce ObjectRequired
Try ItTriggerPolling- CampaignRequired
- ContactRequired
ActionWrite- FileRequired
- Salesforce ObjectRequired
- Description
- IsPrivate
ActionWrite
- Salesforce ObjectRequired
Try ItTriggerPolling- Salesforce ObjectRequired
Try ItTriggerPolling- CampaignRequired
- LeadRequired
ActionWrite- Salesforce ObjectRequired
ActionWrite
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Related categories
Related categories