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Salesforce + SiteCapture

Archive SiteCapture projects when updated records are detected in Salesforce

Stay ahead of your projects with ease. This workflow initiates when changes occur to a specific field on a Salesforce record. The result? Your SiteCapture projects are efficiently archived, ensuring that your work stays organized and manageable. Experience seamless automation between Salesforce and SiteCapture that keeps your projects updated and your records in check.

Stay ahead of your projects with ease. This workflow initiates when changes occur to a specific field on a Salesforce record. The result? Your SiteCapture projects are efficiently archived, ensuring that your work stays organized and manageable. Experience seamless automation between Salesforce and SiteCapture that keeps your projects updated and your records in check.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers 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.).

    TriggerScheduled
  2. automatically do this!
    SiteCaptureSiteCapture
    Archive Project

    Action to archive an existing project.

    ActionWrite
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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 triggers, actions, and search

    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

    • 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
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About Salesforce

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

  • CRM (Customer Relationship Management)

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

SiteCapture is a field reporting tool to collect photos and data from a job site. SiteCapture is used in home service industries such as solar to improve time and accuracy of site survey and system installations. Take photos and sync in real time for the most advanced technology in field services.
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Related categories