Salesforce + Superchat

Send whatsapp templates in Superchat when fields on Salesforce records are updated

Keep your team informed and reduce manual messaging tasks. With this workflow, whenever there's an update to a Salesforce record, a WhatsApp message will be immediately sent through Superchat. Not only does this save time, but it also ensures your team stays updated in real time, enhancing efficiency across your operations.

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!
Send WhatsApp Template
Sends a whatsapp template.
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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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
Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It
New Inbound Message
Triggers when a new message is received.
Trigger
Instant
Try It
New Outbound Message
Triggers when a new message is sent.
Trigger
Instant
Try It
- First Name
- Last Name
- Gender
- Email Address(es)
- Phone Number(s)
Action
Write
- Sender nameRequired
- To (Email Address or Contact ID)Required
- Subject
- HTML
- Text
- Attachments (File IDs)
Action
Write
- Sender nameRequired
- To (Phone Number or Contact ID)Required
Action
Write
- Conversation IDRequired
Action
Write
- Conversation IDRequired
- StatusRequired
Action
Write
- FieldRequired
- ValueRequired
Action
Search

- 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
Contact Updated
Triggers when a contact is modified.
Trigger
Instant
Try It
Note Created
Triggers when a new note is created.
Trigger
Instant
Try It
- Contact IDRequired
Action
Write
- Conversation IDRequired
- ContentRequired
Action
Write
- Sender nameRequired
- To (identifier)Required
- Content TypeRequired
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Gender
- Email Address(es)
- Phone Number(s)
Action
Write
- Conversation IDRequired
Action
Write
- File NameRequired
- FileRequired
Action
Write
- IDRequired
Action
Search

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 Superchat

Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Salesforce + Superchat

Send whatsapp templates in Superchat when fields on Salesforce records are updated

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

Contact Created

New Inbound Message

New Outbound Message

Create Contact

First Name

Last Name

Gender

Email Address(es)

Phone Number(s)

Send Email

Sender nameRequired

To (Email Address or Contact ID)Required

Subject

HTML

Text

Attachments (File IDs)

Send WhatsApp Template

Sender nameRequired

To (Phone Number or Contact ID)Required

Update Conversation Assignees

Conversation IDRequired

Update Conversation Status

Conversation IDRequired

StatusRequired

Find a Contact

FieldRequired

ValueRequired

New Field History Tracking Event

History ObjectRequired

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign