Salesforce + Code by Zapier + NationBuilder Integrations

How to connect Salesforce + Code by Zapier + NationBuilder

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Do even more with Salesforce + Code by Zapier + NationBuilder

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 NationBuilder. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
  This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
- Salesforce ObjectRequired
  Pick which type of object you want to watch for changes on.
Trigger
Scheduled
Try It
- CampaignRequired
  Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- ContactRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write
- CampaignRequired
  Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- LeadRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

Create Lead
Creates a new lead in Salesforce.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write

- Lead to UpdateRequired
  Search for or select the lead you'd like to update. Use Custom Value to select a lead from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- Search ValueRequired
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- WHERE ClauseRequired
  Enter a SOQL WHERE clause. See our help docs for Tips and Examples.
Action
Search
- CodeRequired
  Warning! This is an advanced trigger! Uses Node 10.x.x. Please read the Code documentation for more information.
- Zap Id
Trigger
Scheduled
Try It
- Input Data
  Use the Input Data fields above to assign key names (left) and map values (right) from previous steps. Use notation inputData.keyName or inputData['keyName'] to access the values within your code. The data will be provided as strings. Learn more here.
- CodeRequired
  Warning! This is an advanced action! Uses Node 10.x.x. Please read the Code documentation for more information.
- Zap Id
Action
Write
- Limitations
  This trigger experiences inconsistencies when handling large volumes of logged contacts in a nation. If you are expecting one person to make more than 100 contacts within a 5 minute period, please contact NationBuilder.
- Person IDRequired
  The NationBuilder ID of the person making the contact. Your zap will trigger every time this person makes a contact.
Trigger
Scheduled
Try It
- SiteRequired
  The site in your nation that you want to check for new events.
Trigger
Scheduled
Try It
- Limitations
  This trigger experiences inconsistencies when handling large volumes of updated people in a nation. If you are expecting updates to more than 100 people records within a 5 minute period, please contact NationBuilder.
Trigger
Scheduled
Try It
- Person IDRequired
  The NationBuilder ID of the person who is receiving the political capital.
- AmountRequired
  Political capital to be awarded. Negative values will deduct capital.
- ReasonRequired
  The reason the political capital was awarded or deducted.
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Amount TypeRequired
- Donation AmountRequired
- Payment TypeRequired
- Succeeded At
  Timestamp representing when the donation succeeded. This is optional, but if not included, the donation will be considered failed. Can match any of the formats listed here.
- Tracking Code
  This is the tracking code slug for this donation type.
- Page this donation is from (slug)
  The slug of the donation page this donation should be credited to (primary website only)
- Check/Wire/MO number
  Will not be displayed in the Control Panel unless Payment Type is Check
- Fundraiser
  Email address of the person who should be credited with fundraising this donation.
- Donation Custom Fields
  Should include both the donation custom field slug (on the left) and the custom field value (on the right). e.g. t_shirt_size : medium.
- Mailing Slug
  The slug of the email blast that this donation is attached to.
Action
Write
- SiteRequired
  The site in your nation that is housing the event.
- EventRequired
  The event in your nation you'd like to create the RSVP for.
- Person IDRequired
  The NationBuilder ID of the person RSVPing for the event.
- Attended?
  Did this person attend the event? Leave blank if the event hasn't happened yet.
Action
Write
- EmailRequired
- First Name
- Last Name
- Email Opt In
  Has this person opted-in to email correspondence?
- Mobile Phone
- Mobile Phone Opt In
  Has this person opted-in to mobile correspondence?
- Home Phone
- Work Phone
- Street Address
- Apt/Unit Number
- City
- State
- Zip Code
- County
- Country Code
  Should match the ISO-3166-1 alpha-2 format. Must be capitalized.
- Date of Birth
  Should match the format yyyy-mm-dd.
- Tags
  Please include each tag separated by a comma.
- Created at
  Timestamp representing when this person was created. Can match any of the formats listed here.
- Support Level
  The level of support this person has for your nation (between 1 and 5). 1 being Strong support, 5 meaning strong opposition, and 3 meaning undecided.
- Recruiter
  The person who recruited this person (if you already know the recruiter's "NationBuilder ID" then select "Use Custom Value" to enter their ID).
- Point Person
  This person's point person (if you already know the point persons "NationBuilder ID" then select "Use Custom Value" to enter their ID).
- Custom Fields
  Should include both the custom field slug (on the left) and the custom field value (on the right). e.g. t_shirt_size : medium.
- Employer
  The name of the company for which this person works
- Occupation
- Latitude (home address)
- Longitude (home address)
- Trigger Webhooks?
  Should this fire any create/update webhooks you may have in your nation? This defaults to true.
- Language
  What is this person's primary language? (make sure to use the two digit ISO 639‑1 language code)
Action
Write
- Person IDRequired
  The NationBuilder ID of the person in your nation to have the tag deleted.
- Tag NameRequired
  The name of the tag to be removed from the person in your nation.
Action
Write
- Person IDRequired
  The NationBuilder ID of the person to add the private note.
- Author ID
  The NationBuilder ID of the person who created the private note.
- ContentRequired
Action
Write
- NameRequired
  The name of the membership
- Person_IDRequired
  Sometime called Signup ID or NationBuilder ID, this is the ID of the person.
- Memberships Status
  The current status of the membership, or a choice between "active", "grace period", "canceled", or "expired"
- Status Reason
  A description of how the membership acquired its current status
- Expires On
  A timestamp representing when the membership expires. Ex: "2014-07-21T13:48:51-07:00"
- Started At
  A timestamp representing when the membership was started. Ex: "2014-07-21T13:48:51-07:00"
Action
Write
- Person's Email
  This email will be used to find the person in your nation, and return their details
- External ID
  The external_id of the signup record you are searching for.
Action
Search
- Person IDRequired
  ID of the person you want to return.
Action
Search

- Salesforce ObjectsRequired
  Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
  Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to LinkRequired
- FileRequired
  The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files
- VisibilityRequired
  Specifies whether this file is available to all users, internal users, or shared users.
Action
Write
- FileRequired
- Salesforce ObjectRequired
  Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
- Description
- Is Private
  Defaults to false if left blank.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
  Pick the type of object if you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Api Docs Info
  API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for. You can only search for multiple records which are all the same object type.
- Search Results
  Select the format of search results to be returned. If multiple search values are provided, the choice will be applied to each search value.
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Search ValueRequired
Action
Search or write
- CodeRequired
  Warning! This is an advanced trigger! Please read the Code documentation for more information.
- Zap Id
Trigger
Scheduled
Try It
- Input Data
  Use the Input Data fields above to assign key names (left) and map values (right) from previous steps. Use notation input_data['keyName'] to access the values within your code. The data will be provided as strings. Learn more here.
- CodeRequired
  Warning! This is an advanced trigger! Please read the Code documentation for more information.
- Zap Id
Action
Write
- Limitations
  This trigger experiences inconsistencies when handling large volumes of new donations in a nation. If you are expecting more than 100 donations within a 5 minute period, please contact NationBuilder.
Trigger
Scheduled
Try It
- Limitations
  This trigger experiences inconsistencies when handling large volumes of newly created people in a nation. If you are expecting more than 100 people records to be created within a 5 minute period, please contact NationBuilder.
Trigger
Scheduled
Try It
- Person IDRequired
  The NationBuilder ID of the person to add to the list. Note: Ensure ID exists. Current API behavior does not error with missing IDs. It is recommended that you use "Return Person" to verify ID exists.
- ListRequired
  The list in your nation that you would like to add the person to.
Action
Write
- Person IDRequired
  The NationBuilder ID of the person to log the contact against.
- Author IDRequired
  The NationBuilder ID of the person who made the contact.
- Broadcaster ID
  The ID of the broadcaster on whose behalf the sender made the contact.
- Contact Status
- Contact MethodRequired
- Contact Type
- Contact Note
- Date of Contact
  Must be formatted in ISO 8601 - as YYYY-MM-DDTHH:MM:SSZ (UTC) or YYYY-MM-DDTHH:MM:SS-HH:MM (Second HH:MM is offset time zone).
Action
Write
- SiteRequired
  The site in your nation where you want the new event to be created.
- NameRequired
- Event Description
- Start Time/DateRequired
  When does your event start? Can match any of the formats listed here.
- End Time/DateRequired
  When does your event finish? Can match any of the formats listed here.
- TimezoneRequired
  Should match format UTC−06:00
- Venue Name
- Venue Street Address
- Venue City
- Venue State
- RSVP Form: Phone?Required
  When someone RSVPs to this event, is their mobile number required?
- RSVP Form: Address?Required
  When someone RSVPs to this event, is their address required?
- RSVP: Allow guests?Required
  When someone RSVPs, can they specify guests?
- CapacityRequired
  What is the limit on this event?
Action
Write
- Person IDRequired
  The NationBuilder ID of the person to add the membership to.
- Membership NameRequired
- Membership StatusRequired
- Membership Status Reason
  A description of how the membership acquired its current status.
- Membership Started At
  A timestamp representing when the membership was started. Can match any of the formats listed here.
- Membership Expires On
  A timestamp representing when the membership will expire. Can match any of the formats listed here.
Action
Write
- SiteRequired
  The site in your nation that is housing the event.
- PetitionRequired
  The ID of the petition in your nation you'd like to create the signature for.
- Person IDRequired
  The NationBuilder ID of the person RSVPing for the event.
- Comment
  Optional comment on this signature
- Private
Action
Write
- Person IDRequired
  The NationBuilder ID of the person in your nation to have the tag deleted.
- List of tagsRequired
  Please separate each tag name into each field. Once you click away from the field, a new empty field will appear.
Action
Write
- Event IDRequired
  What is the ID of the Event you're trying to update?
- Page StatusRequired
  What is the status of the page?
- Site SlugRequired
  The site in your nation where you want the new event to be created.
- NameRequired
  What is the name of the name of the event?
- Headline
  What is the headline for the page?
- title
  What is the title for the page?
- Start TimeRequired
  What is the start time of the event
- End TimeRequired
  What is the end time of the event?
- Published AtRequired
  Ex: 2022-10-06T13:12:11-07:00
Action
Write
- Person IDRequired
  ID of the person who was contacted.
Action
Search
- Donor IDRequired
  Please input donor ID, person ID or signup ID
- Donation IDRequired
  ID of the specific donation for the donor
Action
Search
- EmailRequired
  This email will be used to find the person in your nation, and return their details
- External ID
  The external_id of the signup record you are searching for.
- First Name
- Last Name
- Email Opt In
  Has this person opted-in to email correspondence?
- Mobile Phone
- Mobile Phone Opt In
  Has this person opted-in to mobile correspondence?
- Home Phone
- Work Phone
- Street Address
- Apt/Unit Number
- City
- State
- Zip Code
- County
- Country Code
  Should match the ISO-3166-1 alpha-2 format. Must be capitalized.
- Date of Birth
  Should match the format yyyy-mm-dd.
- Tags
  Please include each tag separated by a comma.
- Created at
  Timestamp representing when this person was created. Can match any of the formats listed here.
- Support Level
  The level of support this person has for your nation (between 1 and 5). 1 being Strong support, 5 meaning strong opposition, and 3 meaning undecided.
- Recruiter
  The person who recruited this person (if you already know the recruiter's "NationBuilder ID" then select "Use Custom Value" to enter their ID).
- Point Person
  This person's point person (if you already know the point persons "NationBuilder ID" then select "Use Custom Value" to enter their ID).
- Custom Fields
  Should include both the custom field slug (on the left) and the custom field value (on the right). e.g. t_shirt_size : medium.
- Employer
  The name of the company for which this person works
- Occupation
- Latitude (home address)
- Longitude (home address)
- Trigger Webhooks?
  Should this fire any create/update webhooks you may have in your nation? This defaults to true.
- Language
  What is this person's primary language? (make sure to use the two digit ISO 639‑1 language code)
Action
Search or write

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How Salesforce + Code by Zapier + NationBuilder Integrations Work

Step 1: Authenticate Salesforce, Code by Zapier, and NationBuilder.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
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Step 3: Choose a resulting action from the other app.
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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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Connect Salesforce + Code by Zapier + NationBuilder

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

About Code by Zapier

Write custom Python or Javascript code in response to any data from any service! Transform, mutate, customize or even do custom HTTP in a native and familiar environment.

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About NationBuilder

NationBuilder is designed to power your organizations, movements, and campaigns.

Learn more

Related categories

CRM (Customer Relationship Management)

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Salesforce + Code by Zapier + NationBuilder Integrations

How to connect Salesforce + Code by Zapier + NationBuilder

Do even more with Salesforce + Code by Zapier + NationBuilder

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired

ContactRequired

Add Lead to Campaign

CampaignRequired

LeadRequired

Create Contact

Create Lead

Create Record (UTC)

Salesforce ObjectRequired

Update Lead

Lead to UpdateRequired

Update Record (UTC)

Salesforce ObjectRequired

Record to UpdateRequired

Find Record

Salesforce ObjectRequired

Search ValueRequired

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

Run Javascript

CodeRequired

Zap Id

Run Javascript

Input Data

CodeRequired

Zap Id

New Contact Made

Limitations

Person IDRequired

New Event

SiteRequired

Person Updated

Limitations

Award Political Capital

Person IDRequired

AmountRequired

ReasonRequired

Create Donation

First NameRequired

Last NameRequired

EmailRequired

Amount TypeRequired

Donation AmountRequired

Payment TypeRequired

Succeeded At

Tracking Code

Page this donation is from (slug)

Check/Wire/MO number

Fundraiser

Donation Custom Fields

Mailing Slug

Create Event RSVP

SiteRequired

EventRequired

Person IDRequired

Attended?

Create/Update Person

EmailRequired

First Name

Last Name

Email Opt In

Mobile Phone

Mobile Phone Opt In

Home Phone

Work Phone

Street Address

Apt/Unit Number

City

State

Zip Code

County