Salesforce + Microsoft Office 365 + Formstack Integrations
How to connect Salesforce + Microsoft Office 365 + Formstack
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Do even more with Salesforce + Microsoft Office 365 + Formstack
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, Microsoft Office 365, and Formstack. 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 File to RecordAdds an existing file to an existing Record.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new File (max 25MB).
Scheduled
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
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
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
- Microsoft Office 365
Triggers at a specified time before an event in your calendar starts.
Scheduled
Trigger
- Microsoft Office 365
Triggers when a new event is created in your calendar.
Scheduled
Trigger
- Microsoft Office 365
Triggers when a new contact is added to your account
Scheduled
Trigger
- Microsoft Office 365
Triggers when a new e-mail is received in your inbox.
Scheduled
Trigger
- Microsoft Office 365
Triggers when an event is updated.
Scheduled
Trigger
- Microsoft Office 365
Create an event in the calendar of your choice.
Scheduled
Action
- Microsoft Office 365
Creates a new contact.
Scheduled
Action
- Microsoft Office 365
Creates a draft of an email that can then be reviewed and sent out.
Scheduled
Action
- Microsoft Office 365
Send an email from your Office 365 account.
Scheduled
Action
- Microsoft Office 365
Updates a contact.
Scheduled
Action
- Microsoft Office 365
Search for a contact.
Scheduled
Action
- Microsoft Office 365
this is the description.
Scheduled
Action
- Formstack
Triggers when a new form is added.
Scheduled
Trigger
- Formstack
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
Instant
Trigger
- Formstack
Creates a submission for a form in FormStack.
Scheduled
Action
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How Salesforce + Microsoft Office 365 + Formstack Integrations Work
- Step 1: Authenticate Salesforce, Microsoft Office 365, and Formstack.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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