Salesforce + Google Sheets + Knack Integrations

How to connect Salesforce + Google Sheets + Knack

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Do even more with Salesforce + Google Sheets + Knack

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, Google Sheets, and Knack. 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
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers
Trigger
Scheduled
Try It
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Trigger
Scheduled
Try It
- No Team Drive
  If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers
- Trigger Column
  Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Trigger
Instant
Try It
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
  The column position (zero-based) to insert. If not set, append to the right by default.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- TitleRequired
- Spreadsheet to Copy
  Create a duplicate of an existing spreadsheet.
- Headers
  These Headers are ignored if a "Spreadsheet to Copy" is selected.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
  Use a search step before this to get the row to delete.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
  If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers. See here for more information.
- Lookup ColumnRequired
  Let us know which column you want to search by with the value below. We will grab the latest matching row and give you all of its values.
- Lookup ValueRequired
- Supporting Lookup Column
  Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
- Supporting Lookup Value
  An example value might be me@example.com or 555-5555
- Bottom-Up
  Search from bottom of the sheet?
- Row Count
  Number of rows to return. Max is 500.
Action
Search
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers. See here for more information.
- ColumnsRequired
  Let us know which columns to return. e.g. A:Z
- Row CountRequired
  Number of rows to return. Max is 500.
- First Row
  Number of the first row to return (1 is the header)
Action
Search
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- TitleRequired
  Value of the Worksheet Title to match exactly. Search is case-sensitive.
- Headers
- Overwrite?
  If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
Action
Search or write
- ObjectRequired
  Which object is the record being deleted from?
Trigger
Instant
Try It
- ObjectRequired
  Which object is the new record being added to?
Trigger
Instant
Try It
- ObjectRequired
  Select the object to which you want to add a record.
Action
Write
- ObjectRequired
  Select the object for which you wish to find a record.
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
- No Team Drive
  If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers
Trigger
Instant
Try It
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers
- Trigger Column
  Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Trigger
Scheduled
Try It
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy To
  Which spreadsheet should the worksheet be copied to? If left blank, it will be copied to the spreadsheet containing the original worksheet.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- TitleRequired
- Headers
- Overwrite?
  If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
  If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
- Background Color
  Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
- Text Color
  Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
- Text Bold
  True if the text is bold.
- Text Italic
  True if the text is italicized.
- Text Strikethrough
  True if the text is strikethrough.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Api Docs Info
  API docs for Google Sheets are located here https://developers.google.com/sheets/api/reference/rest
- 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
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- TitleRequired
  Value of the Worksheet Title to match exactly. Search is case-sensitive.
Action
Search
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers. See here for more information.
- Lookup ColumnRequired
  Specify the column we should search for cells which match the Lookup Value.
- Lookup ValueRequired
- Supporting Lookup Column
  Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
- Supporting Lookup Value
  An example value might be me@example.com or 555-5555
- Bottom-Up
  Search from bottom of the sheet? In other words, pick the most recent match?
Action
Search
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers. See here for more information.
- Lookup ColumnRequired
  Specify the column we should search for cells which match the Lookup Value.
- Lookup ValueRequired
- Supporting Lookup Column
  Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
- Supporting Lookup Value
  An example value might be me@example.com or 555-5555
- Bottom-Up
  Search from bottom of the sheet? In other words, pick the most recent match?
Action
Search or write
- FormRequired
  Which form is being submitted?
Trigger
Instant
Try It
- ObjectRequired
  Which object is the new record being updated from?
Trigger
Instant
Try It
- ObjectRequired
  Select the object for which you wish to update a record.
Action
Write

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How Salesforce + Google Sheets + Knack Integrations Work

Step 1: Authenticate Salesforce, Google Sheets, and Knack.
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.