Salesforce + Vicodo

Create Vicodo cases with new changes to Salesforce records

Set up this Zap to automatically generate a case in Vicodo as soon as a new change is recorded in a Salesforce record. This integration keeps you responsive to those updates without any manual check-ins.

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.).
TriggerPolling
automatically do this!
Create New Case
Creates a new case
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
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
- ReportRequired
- 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 UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- 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
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
New Case Created
Triggers when a new case is created.
Trigger
Instant
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Case Reopened
Triggers when a case has been reopened.
Trigger
Instant
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New Message From Client
Triggers when a client sends a new message in the case chat.
Trigger
Instant
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New Message From Operator
Triggers when an operator sends a new message in the case chat.
Trigger
Instant
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New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- 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 ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
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
- 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
- SOQL WHERE clauseRequired
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
Case Completed
Triggers when a case has been completed.
Trigger
Instant
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Case Deleted
Triggers when a case has been deleted.
Trigger
Instant
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Client Cancelled Appointment
Triggers when a client cancels an appointment.
Trigger
Instant
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Operator Cancelled Appointment
Triggers when an operator cancels an appointment.
Trigger
Instant
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- Case nameRequired
- Appointment date
- Customer email
- Send invitation via Email
- Customer Phone
- Send invitation via SMS
- Internal reference
- Notes
- Password protection
- Assigned operators
- Customer language
Action
Write

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Vicodo

Vicodo is a customer assistance platform that combines video & live chat with the features of a CRM system.

Related categories

Communication

Salesforce + Vicodo

Create Vicodo cases with new changes to Salesforce records

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Run Report

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

New Case Created

Case Reopened

New Message From Client

New Message From Operator

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Case Completed

Case Deleted

Client Cancelled Appointment

Operator Cancelled Appointment

Create New Case

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Vicodo

Related categories