Salesforce + TalentLMS

Create Salesforce records for new TalentLMS courses

Keep your Salesforce records up-to-date with new courses from TalentLMS effortlessly. With this workflow, whenever you add a new course in TalentLMS, a record is instantly created in Salesforce. This ensures your educational and training data remains current across both platforms, saving you time spent on manual data entry.

When this happens...
New Course
Triggers when a new course is added.
TriggerScheduled
automatically do this!
Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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Supported triggers and actions

What does this mean?

New Branch
Triggers when a new branch is added.
Trigger
Scheduled
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New Course
Triggers when a new course is added.
Trigger
Scheduled
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New Group
Triggers when a new group is added.
Trigger
Scheduled
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New User
Triggers when a new user is added.
Trigger
Scheduled
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- User IdRequired
- GroupRequired
Action
Write

- UserRequired
- BranchRequired
Action
Write
- User IdRequired
- GroupRequired
Action
Write

- Email Address
- User ID
- Username
Action
Search
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 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
- 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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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

New Category
Triggers when a new category is created.
Trigger
Scheduled
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Custom Fields
Triggers when a new custom field is created.
Trigger
Scheduled
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- Event TypeRequired
Trigger
Scheduled
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- Creator Id
- Category Id
- Description
- Code
- Price
- Time Limit
- Course NameRequired
Action
Write
- Group
- Branch
- First NameRequired
- Last NameRequired
- EmailRequired
- LoginRequired
- PasswordRequired
Action
Write
- Course Name
- Course
- User Email
- Role
- User Id
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- EmailRequired
- User ID
- Username
- Group
- Branch
- First NameRequired
- Last NameRequired
- LoginRequired
- PasswordRequired
Action
Search or write
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
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
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
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
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 TalentLMS

A super-easy, cloud-based learning platform that helps growing organizations build courses to train their people and customers

Learn more

Related categories

Online Courses

Similar apps

Related Zap Templates

Create new Salesforce leads from new TalentLMS users

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Salesforce + TalentLMS

Create Salesforce records for new TalentLMS courses

New Branch

New Course

New Group

New User

Remove User From Group

Add User to Branch

Add User to Group

Find User

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Find or Create Record

New Category

Custom Fields

New Event

New Course

New User

Add User to Course

API Request (Beta)

Find or Create User

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create File

Create Note

Create Record (UTC)

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record by Query

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About TalentLMS

Related categories

Similar apps

Wistia

Skilljar

Watershed LRS

Related Zap Templates

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