Salesforce + Code by Zapier + Easy Projects Integrations
How to connect Salesforce + Code by Zapier + Easy Projects
Zapier lets you send info between Salesforce, Code by Zapier, and Easy Projects automatically—no code required.
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Do even more with Salesforce + Code by Zapier + Easy Projects
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Salesforce, Code by Zapier, and Easy Projects. And don’t forget that you can add more apps and actions to create complex workflows.
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- Code by Zapier
Use Javascript to kick off a workflow. You must return an array of objects.
Scheduled
Trigger
- Code by Zapier
Use Python to kick off a workflow. You must return an array of objects.
Scheduled
Trigger
- Code by Zapier
Run Javascript in response to data from trigger.
Scheduled
Action
- Code by Zapier
Run Python in response to data from trigger.
Scheduled
Action
- Easy Projects
Triggers when a new activity is created.
Scheduled
Trigger
- Easy Projects
Triggers when a new file is posted to activity.
Scheduled
Trigger
- Easy Projects
Triggers when a new activity message is posted.
Scheduled
Trigger
- Easy Projects
Triggers when a new project is created.
Scheduled
Trigger
- Easy Projects
Triggers when a new file is posted to project.
Scheduled
Trigger
- Easy Projects
Triggers when a new project message is posted.
Scheduled
Trigger
- Easy Projects
Triggers when a time log is posted.
Scheduled
Trigger
- Easy Projects
Triggers when a activity is updated.
Scheduled
Trigger
- Easy Projects
Triggers when a activity is updated.
Instant
Trigger
- Easy Projects
Triggers when a project is updated.
Scheduled
Trigger
- Easy Projects
Triggers when a time log is updated.
Scheduled
Trigger
- Easy Projects
Adds a new file to activity.
Scheduled
Action
- Easy Projects
Adds a new file to project.
Scheduled
Action
- Easy Projects
Creates a new project with custom fields (if specified).
Scheduled
Action
- Easy Projects
Creates a new project. Please note, custom fields are not supported by this action. If custom fields are required please use action 'Create Project (with custom fields)'
Scheduled
Action
- Easy Projects
Creates a new activity.
Scheduled
Action
- Easy Projects
Adds a new time log to activity.
Scheduled
Action
- Easy Projects
Adds a new message to activity.
Scheduled
Action
- Easy Projects
Adds a new message to project.
Scheduled
Action
- Easy Projects
Updates a project.
Scheduled
Action
- Easy Projects
Updates a activity.
Scheduled
Action
- Easy Projects
Updates a time log.
Scheduled
Action
- Easy Projects
Finds an existing activity.
Scheduled
Action
- Easy Projects
Finds an existing project.
Scheduled
Action
- Easy Projects
Finds an existing time log.
Scheduled
Action
- Easy Projects
Find or Create Activity
Scheduled
Action
- Easy Projects
Find or Create Activity
Scheduled
Action
- Easy Projects
Find or Create Project
Scheduled
Action
- Easy Projects
Find or Create Project
Scheduled
Action
- Easy Projects
Find or Create Time Entry
Scheduled
Action
- Easy Projects
Find or Create Time Entry
Scheduled
Action
Connect your apps and automate workflows
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How Salesforce + Code by Zapier + Easy Projects Integrations Work
- Step 1: Authenticate Salesforce, Code by Zapier, and Easy Projects.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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