Salesforce + TxtSync

Salesforce + TxtSync integrations

Send TxtSync SMS alerts to the contact for new Salesforce cases

Improve your customer communications by keeping your customers up to date with how their support cases are progressing. With this Zapier integration you can send SMS to the associated contact of the support case to let them know details about their raised case.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this...
Find RecordFinds a record of a specified Salesforce object by up to two fields and values you choose.
ActionSearch
then do this!
Send SMSSends out a single SMS from a Sender ID or E164 number to a destination number.
ActionWrite

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More things you can do with Salesforce and TxtSync

Discover other triggers and actions you can use with Salesforce and TxtSync

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Inbound SMS
Triggers on inbound SMS.
Trigger
Instant
Try It
- From
  Required
- Tag
  Required
- Message
  Required
Action
Write
- First Name
- Last Name
- Mobile Number
  Required
- Company Name
- External Reference
- Email Address
- Address Line1
- Address Line2
- City
- County
- Postcode
- Country
- Tag Names
- Custom01
- Custom02
- Custom03
- Custom04
- Custom05
- AllowSMS
Action
Write
- Full Name
- Mobile Number
- External Reference
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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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 Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Outbound SMS
Triggers on outbound SMS. Please note to protect you from potentially causing an infinite loop of sending SMS, the Outbound SMS trigger is not invoked when sending an SMS from Zapier
Trigger
Instant
Try It
- Contact
  Required
- First Name
- Last Name
- Mobile Number
- Company Name
- External Reference
- Email Address
- Address Line1
- Address Line2
- City
- County
- Postcode
- Country
- Tag Names
- Custom01
- Custom02
- Custom03
- Custom04
- Custom05
- AllowSMS
Action
Write
- From
  Required
- To
  Required
- Message
  Required
Action
Write
- Full Name
- Mobile Number
  Required
- External Reference
- First Name
- Last Name
- Company Name
- Email Address
- Address Line1
- Address Line2
- City
- County
- Postcode
- Country
- Tag Names
- Custom01
- Custom02
- Custom03
- Custom04
- Custom05
- AllowSMS
Action
Search or write

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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Similar apps

Zapier Forms

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

About TxtSync

TxtSync is an SMS platform that allows applications to easily, and reliably send and receive low cost SMS globally.

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Related categories

Phone & SMS

Related Zap Templates

Send TxtSync SMS to a sales group for new Salesforce opportunities

Send TxtSync SMS when Salesforce opportunities are won