Salesforce + Whoz

Salesforce + Whoz integrations

Create Salesforce records when new opportunities are won in Whoz

Whenever a new opportunity is won in Whoz, a matching Salesforce record will be created automatically. This allows you to keep data up-to-date across platforms effortlessly!

When this happens...
Opportunity WonTriggers when an opportunity has been won.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with Whoz and Salesforce

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

- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It

- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It

- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Task ID
  Required
- Cancellation Reason
Action
Write
- Name
  Required
- Owner
  Required
- Alias
- Type
- Description
- Website
- Company Registration Number
- Parent Account ID
- External ID
- Tags
- Address - City
- Address - Country Code
- Address - Postal Code
- Address - Street
- Address - Formatted
- Global
- Federation
- Workspace IDs
Action
Write
- Workspace
  Required
- Type
  Required
- Amount Value
  Required
- Amount Currency Code
  Required
- Dossier
- Task ID
- Title
- Note
- Task Month
- Quantity
- Unit Cost Value
- Unit Cost Currency Code
- Posting Indicator
- Purchase Order
- External ID
Action
Write
- 🌐 Federation
  Required
- Name
  Required
- Owner
  Required
- Workspace
  Required
- Start Date
  Required
- Budgeted Workload Value
  Required
- Type
- Description
- End Date
- Billable
- Remoteable
- Dossier
- External ID
- Priority
- Purchase Order
- Code
- Tags
- Qualification IDs
- Planned Workload Value
- Planned Workload Start Date
- Planned Workload Spread Over
- Unit Cost Value
- Unit Cost Currency Code
- Unit Rate Value
- Unit Rate Currency Code
- Address - City
- Address - Country Code
- Address - Postal Code
- Address - Street
- Address - Formatted
- Contract Type (only for POSITION type)
- Language (only for POSITION type)
- Publishing Date (only for POSITION type)
- Expected Skills (JSON)
- Custom Field 1 Key
- Custom Field 1 Value
- Custom Field 2 Key
- Custom Field 2 Value
- Custom Field 3 Key
- Custom Field 3 Value
- Custom Field 4 Key
- Custom Field 4 Value
- Custom Field 5 Key
- Custom Field 5 Value
Action
Write
- Activity ID
  Required
Action
Write
- 🆔 Dossier ID
- 🔗 External ID
- 📝 Deletion Reason
- ✅ Confirm Deletion
  Required
- 💔 Mark as Lost Deal
- 🔒 Keep Current Stage
- 🏷️ Preserve Existing Tags
Action
Write
- Resume UID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Billing Item ID
  Required
Action
Write
- Talent
  Required
- Date
  Required
- Type
  Required
- Workload
  Required
- Task ID
- Workspace
- Custom Type
Action
Write
- Profile ID
  Required
Action
Write
- Task ID
  Required
- Assignee Workloads
  Required
- Start Date
- End Date
- Prefill Timesheet
- Keep Origin Request
Action
Write
- 🆔 Account ID
- 🔗 External ID
- 🏢 Account Name
- 🏷️ Account Alias
- 🎯 Account Type
- 📝 Description
- 🌐 Website URL
- 📋 Registration Number
- 🏢 City
- 🌍 Country
- 📮 Postal Code
- 🛣️ Street Address
- 📍 Full Address
- 🌐 Latitude
- 🌐 Longitude
- 👤 Owner ID
- 🏢 Parent Account ID
- 🏷️ Tags
Action
Write
- Billing Item ID
  Required
- Title
- Note
- Task Month
- Quantity
- Amount Value
- Amount Currency Code
- Unit Cost Value
- Unit Cost Currency Code
- Type
- Task ID
- Posting Indicator
- Purchase Order
- External ID
Action
Write
- Profile ID
  Required
- Version Name
- Headline
- Aptitudes
- Positions
- Educations
- Qualification IDs
- Career Action Plan
- Hobbies
- Links
- Custom Fields
Action
Write
- Task ID
  Required
- Name
- Description
- Type
- Priority
- Start Date
- End Date
- Owner ID
- Dossier ID
- Workspace
- Remoteable
- Billable
- Budgeted Workload Value
- FTE Number
- Unit Rate Value
- Unit Rate Currency Code
- Unit Cost Value
- Unit Cost Currency Code
- Unit Internal Rate Value
- Unit Internal Rate Currency Code
- City
- Country Code
- Postal Code
- Street Address
- Formatted Address
- Latitude
- Longitude
- Status
- Contract Type
- Language
- Publishing Date
- Posting Indicator
- Purchase Order
- External ID
- Request Origin ID
- Delivery Model
- Lost Reason Category
- Canceled On
- Qualification IDs
- Tags
- Expected Skills
- Planned Workloads
- Custom Fields
- Staffing Workflow Step Dates
Action
Write
- Billing Item ID
  Required
Action
Write
- Federation
  Required
- Workspace
  Required
- Include Removed
- Modified Since
Action
Search
- Search Term
Action
Search
- Dossier ID
  Required
Action
Search
- Talent ID
  Required
Action
Search
- Workspace
  Required
- Federation
  Required
- Include Removed
- Modified Since
- Next Token
Action
Search
- Dossier ID
- Workspace
- Month
- Modified Since
Action
Search
- 🌐 Federation
  Required
- Workspace ID
  Required
- Task Types
- Statuses
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation
  Required
- Workspace
  Required
- Include Removed
- Modified Since
- Worklogs Modified Since
Action
Search
- Federation ID
  Required
- Dossier IDs (Multiple)
- Dossier ID (Single)
- Workspace ID
- Include Removed
- Modified Since
- Next Token
Action
Search
- Refresh Data
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
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

- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- 👤 First Name
  Required
- 👤 Last Name
  Required
- 🏢 Federation ID
  Required
- 🏷️ Talent Type
  Required
- 🏢 Workspace
  Required
- 📅 Start Date
  Required
- 🏷️ External ID
- 🔤 Initials
- 🔐 Create Login Account
- 📧 Email Address
- 🎯 Main Email
- ✅ Email Verified
- 📞 Phone Number
- ♀️♂️ Gender
- 🎂 Date of Birth
- 🌍 Nationalities
- 🏢 City
- 🌍 Country
- 📮 Postal Code
- 🛣️ Street Address
- 📍 Full Address
- 🌐 Latitude
- 🌐 Longitude
- 👨‍💼 Manager (Internal ID)
- 👨‍💼 Manager (External ID)
- 🎓 Mentor (Internal ID)
- 🎓 Mentor (External ID)
- ✅ Available for Staffing
- 🔓 Self-Assignable
- ⏱️ Time Tracking Unit
- 🕐 Daily Hours
- 🌍 Time Zone
- 📅 Career Start Date
- 🎖️ Years of Experience
- 📝 HR Notes
- 🏷️ Tags
- 🎓 Qualifications (Internal IDs)
- 🎓 Qualifications (External IDs)
- 🏢 Organizational Unit
- 🎖️ Grade (Internal ID)
- 🎖️ Grade (External ID)
- 👔 Role (Internal ID)
- 👔 Role (External ID)
- 💸 Daily Cost (Amount)
- 💸 Cost Currency
- 💰 Daily Rate (Amount)
- 💰 Rate Currency
- 🔄 Internal Rate (Amount)
- 🔄 Internal Rate Currency
- 🎯 Target Grade
- 🎯 Target Role
- 🎓 Desired Qualifications
- ❤️ Preferred Tasks
- 📚 Interested Trainings
- ✅ Available Since
- 🌅 Next Available Date
- 📅 Recruitment Availability
- 💰 Current Salary
- 🌅 Start Date
- 👨‍💼 Recruiter ID
- 🔍 Recruitment Source
- 🔍 Sourcer ID
- 🚦 Recruitment Stage
- 🎯 Salary Expectation
- 🎯 Target Employment Type
- 🚗 Commute Time
- ❌ Rejection Reason
- 📝 Rejection Details
- 🔄 Workflow Step
- 🔑 Last Login Date
- 📧 Last Invitation Sent
- 🔄 Rotation Flag Date
Action
Write
- Talent
  Required
- Start Date
  Required
- End Date
  Required
- Workspace
Action
Write
- Title
  Required
- Type
  Required
- Owner
  Required
- Initiator
  Required
- Workspace
  Required
- Account ID
- Contact ID
- Dossier ID
- Talent ID
- Task ID
- Notes
- Completed
- Pinned
- Due Date
- Due Time
- Tags
- Links
Action
Write
- Talent
  Required
- Version Name
- Headline
- Aptitudes
- Positions
- Educations
- Qualification IDs
- Career Action Plan
- Hobbies
- Links
- Federation
- Custom Fields
Action
Write
- 🆔 Account ID
- 🔗 External ID
- 📝 Deletion Reason
- ✅ Confirm Deletion
  Required
- 💾 Preserve Description
Action
Write
- Billing Item ID
  Required
Action
Write
- Profile ID
  Required
Action
Write
- 🆔 Talent ID
- 🔗 External ID
- 📝 Deletion Reason
- ✅ Confirm Deletion
  Required
Action
Write
- Activity ID
  Required
Action
Write
- Federation
  Required
- Owner
  Required
- Workspace
  Required
- Effective Date
  Required
- Organizational Unit
- Name
- External ID
- Account ID
- Account External ID
- Owner External ID
- Stage
- Status
- State
- Billing Type
- Valuation Method
- Probability
- Sales Workflow Step
- Close Date
- Project ID
- Next Step
- Lost Reason
- Lost Reason Category
- Budget Amount
- Budget Currency
- Materials Costs Value
- Materials Costs Currency
- Materials Billed Amount Value
- Materials Billed Amount Currency
- Tags
- Managers IDs
- Managers External IDs
- Geographical Areas
- Custom Field 1 Key
- Custom Field 1 Value
- Custom Field 2 Key
- Custom Field 2 Value
- Custom Field 3 Key
- Custom Field 3 Value
- Custom Field 4 Key
- Custom Field 4 Value
- Custom Field 5 Key
- Custom Field 5 Value
Action
Write
- Talent
  Required
- Start Date
  Required
- End Date
  Required
- Type
- Task ID
- Workspace
- Custom Type
- Allow Overload
- Force
- Monday Workload
- Tuesday Workload
- Wednesday Workload
- Thursday Workload
- Friday Workload
- Saturday Workload
- Sunday Workload
Action
Write
- Task ID
  Required
- Talent ID
  Required
- Candidate Status
- Selection Type
- Booking Probability
- Manager Validation Status
- Rejection Reason
- Comment
- Start Date
- End Date
Action
Write
- Task ID
  Required
- Talent ID
  Required
- Rejection Reason
Action
Write
- Activity ID
  Required
- Title
  Required
- Type
  Required
- Owner
  Required
- Initiator
  Required
- Workspace
  Required
- Account ID
- Contact ID
- Dossier ID
- Talent ID
- Task ID
- Notes
- Completed
- Pinned
- Due Date
- Due Time
- Tags
- Links
Action
Write
- 🌐 Federation
  Required
- 🆔 Dossier
- 🔗 External ID
- 📋 Dossier Name
- 🎯 Stage
- 👤 Owner
- 👤 Owner (External ID)
- 👥 Managers (Internal IDs)
- 👥 Managers (External IDs)
- 🏢 Account (External ID)
- 🏢 Workspace
- 🏷️ Tags
Action
Write
- 🆔 Talent ID
- 🔗 External ID
- 👤 First Name
- 👤 Last Name
- 🔤 Initials
- 📧 Email Address
- 🎯 Email is Main
- ✅ Email Verified
- 📞 Phone Number
- ✅ Available for Staffing
- 🔓 Self-Assignable
- 🌍 Time Zone
- 🕐 Daily Hours
- 🎖️ Years of Experience
- 🏢 City
- 🌍 Country
- 📮 Postal Code
- 🛣️ Street Address
- 📍 Full Address
- 🌐 Latitude
- 🌐 Longitude
- 👨‍💼 Manager (Internal ID)
- 👨‍💼 Manager (External ID)
- 🎓 Mentor (Internal ID)
- 🎓 Mentor (External ID)
- 📝 HR Notes
- 🏷️ Tags
Action
Write
- Profile ID
  Required
- Resume File
  Required
- Analyze Resume
Action
Write
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Activity ID
  Required
Action
Search
- Profile ID
  Required
Action
Search
- Task ID
  Required
Action
Search
- Talent
  Required
- Federation
  Required
- Include Removed
- Modified Since
- Next Token
Action
Search
- Talent ID
- Is Main Profile
Action
Search
- Month
  Required
- Talent
  Required
- Workspace
  Required
Action
Search
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation
  Required
- External IDs (Optional)
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- 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

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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About Whoz

Whoz is an AI-powered workforce optimization platform designed to assist enterprise-level services firms in streamlining complex and large-scale project.

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Related categories

Project Management

Related Zap Templates

Create Whoz opportunities or deals from new Salesforce records

Save Whoz opportunities or deals when new fields are updated in Salesforce