Loading

Salesforce + Shortcut

Add new Saleforce cases as Clubhouse stories

Want to keep track of every new Salesforce case? Zapier's Salesforce and Clubhouse integration can track this for you. Set up this automation and whenever a new Salesforce case is added, a Clubhouse story will be created.

Want to keep track of every new Salesforce case? Zapier's Salesforce and Clubhouse integration can track this for you. Set up this automation and whenever a new Salesforce case is added, a Clubhouse story will be created.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    ShortcutShortcut
    Create Story

    Creates a new story.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    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
salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Shortcut

Shortcut helps modern software teams work collaboratively and ship quickly. Plan, build, and measure success with Shortcut.

Related categories