Salesforce + Storage by Zapier

Update Storage by Zapier values when Salesforce records have updated fields

Keep your data up-to-date effortlessly with this Salesforce to Storage by Zapier workflow. Whenever there's an update to a record field in your Salesforce account, the linked values in your Storage by Zapier will be set accordingly. Stay organized and ensure consistent information across platforms, saving you time and reducing manual work.

When this happens...
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
automatically do this!
Set Multiple Values
Set multiple values stored at a defined keys.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Apply standard error handling?Required
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- KeyRequired
- Location
- Default Value
Action
Write
Remove All Values
Removes all values for the connected account.
Action
Write
- KeyRequired
Action
Write
- Keys and Values
Action
Write
- KeyRequired
- Value
- Previous Value
Action
Write
- KeyRequired
- Item FormatRequired
- Item Separator
Action
Search
- KeyRequired
- Child KeysRequired
- Should this action match all existing child keys?
Action
Search
- KeyRequired
Action
Search
- KeyRequired
- Value
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- KeyRequired
- Increment Amount
Action
Write
- KeyRequired
- ValueRequired
- Location
Action
Write
- KeyRequired
- Child Keys
Action
Write
- KeyRequired
- Child Values
Action
Write
- KeyRequired
- Value
Action
Write
Get All Values
Get all values stored.
Action
Search
- KeysRequired
Action
Search
Get Secret
Get your Store secret as a value for use in a Code step.
Action
Search
- KeyRequired
- Child KeysRequired
- Should this action match all existing child keys?
- Child Values
Action
Search or write

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

About Storage by Zapier

Quickly store and retrieve small values of data. Allows you to reference data between Zap runs or share data between different Zaps.

Related categories

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Zapier Tables

Databases, Spreadsheets, Zapier

Related Zap Templates

Remove values in Storage by Zapier when new records are added in Salesforce

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Salesforce + Storage by Zapier

Update Storage by Zapier values when Salesforce records have updated fields

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Get Record Attachments

Find or Create Record by Query

Pop Value From List

Remove All Values

Remove Value

Set Multiple Values

Set Value If

Get List Values

Get Child Value

Get Value

Get or Set a Value

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record

Increment Value

Push Value Onto List

Remove Child Value

Set Child Value

Set Value

Get All Values

Get Multiple Values

Get Secret

Get or Set a Child Value

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Storage by Zapier

Related categories

Similar apps

Zapier Tables

Related Zap Templates

Related Zap Templates