How to connect Salesforce + Code by Zapier + Referral Rock
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Do even more with Salesforce + Code by Zapier + Referral Rock
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 Referral Rock. 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
- Referral Rock
Triggers when a new member signs up.
Instant
Trigger
- Referral Rock
Triggers when a new referral is created.
Instant
Trigger
- Referral Rock
Triggers when a new reward is created.
Instant
Trigger
- Referral Rock
Triggers when a member is updated.
Instant
Trigger
- Referral Rock
Triggers when a referral is updated.
Instant
Trigger
- Referral Rock
Triggers when a reward is updated.
Instant
Trigger
- Referral Rock
Add a new member to a referral program.
Scheduled
Action
- Referral Rock
Adds a new potential invite.
Scheduled
Action
- Referral Rock
Adds a new referral from a member.
Scheduled
Action
- Referral Rock
Creates a new Referral Action to be used for processing new recurring rewards.
Scheduled
Action
- Referral Rock
Update a referral.
Scheduled
Action
- Referral Rock
Add email to unsubscribe list.
Scheduled
Action
- Referral Rock
Find a member.
Scheduled
Action
- Referral Rock
Find a program.
Scheduled
Action
- Referral Rock
Find a Referral by Referral ID, Email Address or External ID.
Scheduled
Action
- Referral Rock
Find or Add Referral
Scheduled
Action
Connect your apps and automate workflows
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How Salesforce + Code by Zapier + Referral Rock Integrations Work
- Step 1: Authenticate Salesforce, Code by Zapier, and Referral Rock.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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