Salesforce + Whoz
Salesforce + Whoz
Salesforce + Whoz integrations
Create Whoz opportunities or deals from new Salesforce records
Whenever you have a new Salesforce record, a matching opportunity or deal will be saved to Whoz automatically.
- When this happens...
TriggerPolling - automatically do this!
ActionWrite
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Salesforce and Whoz
Discover other triggers and actions you can use with Salesforce and Whoz
New Case AttachmentTriggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - FileRequired
- Title
- Description
- Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FlowRequired
- Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query TypeRequired
- Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your app- Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Task IDRequired
- Cancellation Reason
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- OwnerRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- TypeRequired
- Amount ValueRequired
- Amount Currency CodeRequired
- Dossier
- Task ID
- Title
- Note
- Task Month
- Quantity
- Unit Cost Value
- Unit Cost Currency Code
- Posting Indicator
- Purchase Order
- External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ๐ FederationRequired
- NameRequired
- OwnerRequired
- WorkspaceRequired
- Start DateRequired
- Budgeted Workload ValueRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ๐ Dossier ID
- ๐ External ID
- ๐ Deletion Reason
- โ Confirm DeletionRequired
- ๐ Mark as Lost Deal
- ๐ Keep Current Stage
- ๐ท๏ธ Preserve Existing Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resume UIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Billing Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TalentRequired
- DateRequired
- TypeRequired
- WorkloadRequired
- Task ID
- Workspace
- Custom Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Profile IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Assignee WorkloadsRequired
- Start Date
- End Date
- Prefill Timesheet
- Keep Origin Request
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ๐ Account ID
- ๐ External ID
- ๐ข Account Name
- ๐ท๏ธ Account Alias
- ๐ฏ Account Type
- ๐ Description
- ๐ Website URL
- ๐ Registration Number
- ๐ข City
- ๐ Country
- ๐ฎ Postal Code
- ๐ฃ๏ธ Street Address
- ๐ Full Address
- ๐ Latitude
- ๐ Longitude
- ๐ค Owner ID
- ๐ข Parent Account ID
- ๐ท๏ธ Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Billing Item IDRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Profile IDRequired
- Version Name
- Headline
- Aptitudes
- Positions
- Educations
- Qualification IDs
- Career Action Plan
- Hobbies
- Links
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Billing Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FederationRequired
- WorkspaceRequired
- Include Removed
- Modified Since
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Term
ActionThis is an event a Zap performs.SearchFind existing data in your app- Dossier IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Talent IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- FederationRequired
- Include Removed
- Modified Since
- Next Token
ActionThis is an event a Zap performs.SearchFind existing data in your app- Dossier ID
- Workspace
- Month
- Modified Since
ActionThis is an event a Zap performs.SearchFind existing data in your app- ๐ FederationRequired
- Workspace IDRequired
- Task Types
- Statuses
- Include Removed
- Modified Since
- Next Token
ActionThis is an event a Zap performs.SearchFind existing data in your app- FederationRequired
- WorkspaceRequired
- Include Removed
- Modified Since
- Worklogs Modified Since
ActionThis is an event a Zap performs.SearchFind existing data in your app- Federation IDRequired
- Dossier IDs (Multiple)
- Dossier ID (Single)
- Workspace ID
- Include Removed
- Modified Since
- Next Token
ActionThis is an event a Zap performs.SearchFind existing data in your app- Refresh Data
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CampaignRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CampaignRequired
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note TitleRequired
- Note ContentRequired
- Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Warning
- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SOSL QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- ๐ค First NameRequired
- ๐ค Last NameRequired
- ๐ข Federation IDRequired
- ๐ท๏ธ Talent TypeRequired
- ๐ข WorkspaceRequired
- ๐ Start DateRequired
- ๐ท๏ธ External ID
- ๐ค Initials
- ๐ Create Login Account
- ๐ง Email Address
- ๐ฏ Main Email
- โ Email Verified
- ๐ Phone Number
- โ๏ธโ๏ธ Gender
- ๐ Date of Birth
- ๐ Nationalities
- ๐ข City
- ๐ Country
- ๐ฎ Postal Code
- ๐ฃ๏ธ Street Address
- ๐ Full Address
- ๐ Latitude
- ๐ Longitude
- ๐จโ๐ผ Manager (Internal ID)
- ๐จโ๐ผ Manager (External ID)
- ๐ Mentor (Internal ID)
- ๐ Mentor (External ID)
- โ Available for Staffing
- ๐ Self-Assignable
- โฑ๏ธ Time Tracking Unit
- ๐ Daily Hours
- ๐ Time Zone
- ๐ Career Start Date
- ๐๏ธ Years of Experience
- ๐ HR Notes
- ๐ท๏ธ Tags
- ๐ Qualifications (Internal IDs)
- ๐ Qualifications (External IDs)
- ๐ข Organizational Unit
- ๐๏ธ Grade (Internal ID)
- ๐๏ธ Grade (External ID)
- ๐ Role (Internal ID)
- ๐ Role (External ID)
- ๐ธ Daily Cost (Amount)
- ๐ธ Cost Currency
- ๐ฐ Daily Rate (Amount)
- ๐ฐ Rate Currency
- ๐ Internal Rate (Amount)
- ๐ Internal Rate Currency
- ๐ฏ Target Grade
- ๐ฏ Target Role
- ๐ Desired Qualifications
- โค๏ธ Preferred Tasks
- ๐ Interested Trainings
- โ Available Since
- ๐ Next Available Date
- ๐ Recruitment Availability
- ๐ฐ Current Salary
- ๐ Start Date
- ๐จโ๐ผ Recruiter ID
- ๐ Recruitment Source
- ๐ Sourcer ID
- ๐ฆ Recruitment Stage
- ๐ฏ Salary Expectation
- ๐ฏ Target Employment Type
- ๐ Commute Time
- โ Rejection Reason
- ๐ Rejection Details
- ๐ Workflow Step
- ๐ Last Login Date
- ๐ง Last Invitation Sent
- ๐ Rotation Flag Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TalentRequired
- Start DateRequired
- End DateRequired
- Workspace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- TypeRequired
- OwnerRequired
- InitiatorRequired
- WorkspaceRequired
- Account ID
- Contact ID
- Dossier ID
- Talent ID
- Task ID
- Notes
- Completed
- Pinned
- Due Date
- Due Time
- Tags
- Links
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TalentRequired
- Version Name
- Headline
- Aptitudes
- Positions
- Educations
- Qualification IDs
- Career Action Plan
- Hobbies
- Links
- Federation
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ๐ Account ID
- ๐ External ID
- ๐ Deletion Reason
- โ Confirm DeletionRequired
- ๐พ Preserve Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Billing Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Profile IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ๐ Talent ID
- ๐ External ID
- ๐ Deletion Reason
- โ Confirm DeletionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FederationRequired
- OwnerRequired
- WorkspaceRequired
- Effective DateRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TalentRequired
- Start DateRequired
- End DateRequired
- Type
- Task ID
- Workspace
- Custom Type
- Allow Overload
- Force
- Monday Workload
- Tuesday Workload
- Wednesday Workload
- Thursday Workload
- Friday Workload
- Saturday Workload
- Sunday Workload
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Talent IDRequired
- Candidate Status
- Selection Type
- Booking Probability
- Manager Validation Status
- Rejection Reason
- Comment
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Talent IDRequired
- Rejection Reason
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity IDRequired
- TitleRequired
- TypeRequired
- OwnerRequired
- InitiatorRequired
- WorkspaceRequired
- Account ID
- Contact ID
- Dossier ID
- Talent ID
- Task ID
- Notes
- Completed
- Pinned
- Due Date
- Due Time
- Tags
- Links
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ๐ FederationRequired
- ๐ Dossier
- ๐ External ID
- ๐ Dossier Name
- ๐ฏ Stage
- ๐ค Owner
- ๐ค Owner (External ID)
- ๐ฅ Managers (Internal IDs)
- ๐ฅ Managers (External IDs)
- ๐ข Account (External ID)
- ๐ข Workspace
- ๐ท๏ธ Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ๐ Talent ID
- ๐ External ID
- ๐ค First Name
- ๐ค Last Name
- ๐ค Initials
- ๐ง Email Address
- ๐ฏ Email is Main
- โ Email Verified
- ๐ Phone Number
- โ Available for Staffing
- ๐ Self-Assignable
- ๐ Time Zone
- ๐ Daily Hours
- ๐๏ธ Years of Experience
- ๐ข City
- ๐ Country
- ๐ฎ Postal Code
- ๐ฃ๏ธ Street Address
- ๐ Full Address
- ๐ Latitude
- ๐ Longitude
- ๐จโ๐ผ Manager (Internal ID)
- ๐จโ๐ผ Manager (External ID)
- ๐ Mentor (Internal ID)
- ๐ Mentor (External ID)
- ๐ HR Notes
- ๐ท๏ธ Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Profile IDRequired
- Resume FileRequired
- Analyze Resume
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Federation IDRequired
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
ActionThis is an event a Zap performs.SearchFind existing data in your app- Federation IDRequired
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Profile IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TalentRequired
- FederationRequired
- Include Removed
- Modified Since
- Next Token
ActionThis is an event a Zap performs.SearchFind existing data in your app- Talent ID
- Is Main Profile
ActionThis is an event a Zap performs.SearchFind existing data in your app- MonthRequired
- TalentRequired
- WorkspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Federation IDRequired
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
ActionThis is an event a Zap performs.SearchFind existing data in your app- Federation IDRequired
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
ActionThis is an event a Zap performs.SearchFind existing data in your app- FederationRequired
- External IDs (Optional)
ActionThis is an event a Zap performs.SearchFind existing data in your app
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
Related categories