Salesforce + SATORI

Register new Salesforce records as customers in SATORI

Easily maintain your customer records between Salesforce and SATORI. With this workflow, as soon as a new customer record is created in Salesforce, the customer is then registered in the SATORI app. Manage your customer data more efficiently, save time, and reduce potential human error. An excellent solution for businesses aiming for seamless integration between their Salesforce and SATORI apps.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this!
Register Customer
Create or Update customer triggered by another app. You can refer an online manual below (Japanese only).

https://satorihelp.zendesk.com/hc/ja/articles/360000473393

ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- EmailRequired
- Collection RouteRequired
- Last Name
- First Name
- Last Name Reading
- First Name Reading
- Lead Company Name
- Department
- Position
- Phone Number
- Mobile Phone Number
- WebSite
- Address
- Collection Date
- Delivery Permission
- Star
- Status
- Append Tags
- Memo
- Customer Custom Field (String)
- Customer Custom Field (String)
- Customer Custom Field (String)
- Customer Custom Field (String)
- Customer Custom Field (String)
- Customer Custom Field (String)
- Customer Custom Field (String)
- Customer Custom Field (String)
- Customer Custom Field (String)
- Customer Custom Field (String)
Action
Write

- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SATORI

SATORI is a marketing automation tool which helps marketers who want to increase their sales with more efficient processes.

Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Salesforce + SATORI

Register new Salesforce records as customers in SATORI

New Contact

New Lead

New Record

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record(s)

Salesforce ObjectRequired

Search Results

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

Register Customer

EmailRequired

Collection RouteRequired

Last Name

First Name

Last Name Reading

First Name Reading

Lead Company Name

Department

Position

Phone Number

Mobile Phone Number

WebSite

Address

Collection Date

Delivery Permission

Star

Status

Append Tags

Memo

Customer Custom Field (String)

Customer Custom Field (String)

Customer Custom Field (String)

Customer Custom Field (String)

Customer Custom Field (String)

Customer Custom Field (String)

Customer Custom Field (String)

Customer Custom Field (String)

Customer Custom Field (String)

Customer Custom Field (String)

New Field History Tracking Event

History ObjectRequired

New Outbound Message

Updated Field on Record