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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Archive Company" in Yardi Kube.

You’re connected!

Zapier seamlessly connects Salesforce and Yardi Kube, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
Activity Is Created in Yardi Kube
Triggers when an activity is created in Yardi Kube.
Trigger
Instant
Try It
Booking Is Archived in Yardi Kube
Triggers when a booking is archived in Yardi Kube.
Trigger
Instant
Try It
Booking Is Updated in Yardi Kube
Triggers when a booking is updated in Yardi Kube.
Trigger
Instant
Try It
Company Is Created in Yardi Kube
Triggers when a company is created in Yardi Kube.
Trigger
Instant
Try It
Contract Is Created in Yardi Kube
Triggers when a new contract is created in Yardi Kube.
Trigger
Instant
Try It
Event Is Updated in Yardi Kube
Triggers when an event is updated in Yardi Kube.
Trigger
Instant
Try It
Lead Is Created in Yardi Kube
Triggers when a new lead is created in Yardi Kube.
Trigger
Instant
Try It
Member Is Archived in Yardi Kube
Triggers when a member is archived in Yardi Kube.
Trigger
Instant
Try It
Member Is Updated in Yardi Kube
Triggers when a member is updated in Yardi Kube.
Trigger
Instant
Try It
Note Is Updated in Yardi Kube
Triggers when a note is updated in Yardi Kube.
Trigger
Instant
Try It
Tour Is Created in Yardi Kube
Triggers when a tour is created in Yardi Kube.
Trigger
Instant
Try It
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Type
  Required
- Title
  Required
- Completed Date
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Company Name
  Required
- Company Type Id
  Required
- Primary Property Id
  Required
- Assigned Internal User Id
  Required
- Created From
  Required
Action
Write
- Title
  Required
- Object Id
  Required
- Object Type
  Required
- Start Date Time
  Required
- End Date Time
  Required
Action
Write
- Comment
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- Type
  Required
- Title
  Required
- Completed Date
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Id
  Required
- Primary Contact Id
  Required
- Company Name
  Required
- Company Type Id
  Required
- Primary Property Id
  Required
- Assigned Internal User Id
  Required
- Created From
  Required
Action
Write
- Id
  Required
- Company Id
  Required
- First Name
  Required
- Last Name
  Required
- User Type Id
  Required
- Property Id
  Required
- Mailing State
  Required
- Other State
  Required
Action
Write
- Id
  Required
- Comment
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write

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
Activity Is Updated in Yardi Kube
Triggers when an activity is updated in Yardi Kube.
Trigger
Instant
Try It
Booking Is Created in Yardi Kube
Triggers when a booking is created in Yardi Kube.
Trigger
Instant
Try It
Company Is Archived in Yardi Kube
Triggers when a company is archived in Yardi Kube.
Trigger
Instant
Try It
Company Is Updated in Yardi Kube
Triggers when a company is created in Yardi Kube.
Trigger
Instant
Try It
Event Is Created in Yardi Kube
Triggers when an event is created in Yardi Kube.
Trigger
Instant
Try It
Lead Is Archived in Yardi Kube
Triggers when a lead is archived in Yardi Kube.
Trigger
Instant
Try It
Lead Is Updated in Yardi Kube
Triggers when a lead is updated in Yardi Kube.
Trigger
Instant
Try It
Member Is Created in Yardi Kube
Triggers when a member is created in Yardi Kube.
Trigger
Instant
Try It
Note Is Created in Yardi Kube
Triggers when a note is created in Yardi Kube.
Trigger
Instant
Try It
Tour Is Archived in Yardi Kube
Triggers when a tour is archived in Yardi Kube.
Trigger
Instant
Try It
Tour Is Updated in Yardi Kube
Triggers when a tour is updated in Yardi Kube.
Trigger
Instant
Try It
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Title
  Required
- Start Date time
  Required
- End Date Time
  Required
- Member Id
  Required
- Company Id
  Required
- Property Id
  Required
- Space Id
  Required
- Type
  Required
- Number Of Attendees
  Required
Action
Write
- Contract Name
  Required
- Property ID
  Required
- Property External Reference
- Company ID
  Required
- Company External Reference
- Contact ID
  Required
- Contact External Reference
- Bill On Renew
- Proposal External Reference
- Proposal Type
- Proposal Move-In Date
- Proposal Move Out Date
- Auto Renew
- Duration (months)
- Source Major
- Source Minor
- Contract Price
- Total Order Qty
- Unit Security Deposit
- Unit Setup Fee
- Amenity ID
- Space ID
- Contract Items Discount Type
- Contract Items Discount Value
- Is Recurring Value
- Custom Charge Code
- Custom Charge Description
- Custom Charge Sequence
- Contract Pricing Type
- Custom Tier Discount Type
- Custom Tier Discount Value
- Custom Tier Discounted Unit Price Value
- Custom Tier Effective Month From
- Custom Tier Effective Month To
- Amenity Tier Pricing > Amenity Id
- Amenity Tier Pricing > Tier From
- Amenity Tier Pricing > Tier To
- Amenity Tier Pricing > Amenity Unit Price
- Amenity Tier Pricing > Amenity Security Deposit
- Amenity Tier Pricing > Amenity Setup Fee
- Created By
- Price Escalation
- Term Pricing
- Escalation Term
- Term Charge Code Type
- Escalation Index Id
- Renewal Number Of Months
- Renewal Expiration Number Of Times
- Renewal Custom Pricing
- NTV Duration Type
- NTV Workflow
- Term Type
- Renewal Price
- Renewal Term Type
- NTV Days
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Custom Field 11
- Custom Field 12
- Custom Field 13
- Custom Field 14
- Custom Field 15
- Custom Field 16
- Custom Field 17
- Custom Field 18
- Custom Field 19
- Custom Field 20
Action
Write
- First Name
  Required
- Last Name
  Required
- Company Name
  Required
- Assigned Internal User ID
  Required
- Property ID
  Required
- User Type ID
  Required
- Email Type
- Email
- Phone Type
- Phone
- Source Major Id
- Source Minor Id
- Opt out of Marketing
- Custom FIeld 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom FIeld 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Custom Field 11
- Custom Field 12
- Custom Field 13
- Custom Field 14
- Custom Field 15
- Custom Field 16
- Custom Field 17
- Custom Field 18
- Custom Field 19
- Custom Field 20
Action
Write
- Property
  Required
- Start Date Time
  Required
- End Date Time
  Required
- Assign To
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Company Id
  Required
- User Type Id
  Required
- Property Id
  Required
- Mailing State
  Required
- Other State
  Required
- First Name
  Required
- Last Name
  Required
- Email1
  Required
- Culture
  Required
Action
Write
- Id
  Required
- Start Date Time
  Required
- End Date Time
  Required
- Title
  Required
- Member Id
  Required
- Company Id
  Required
- Property Id
  Required
- Space Id
  Required
- Type
  Required
- Number Of Attendees
  Required
Action
Write
- Id
  Required
- Title
  Required
- Object Id
  Required
- Object Type
  Required
- Start Date Time
  Required
- End Date Time
  Required
Action
Write
- Id
  Required
- Company Id
  Required
- First Name
  Required
- Last Name
  Required
- User Type Id
  Required
- Email
  Required
- Property Id
  Required
- Culture
  Required
Action
Write
- Property
  Required
- Assign To
  Required
- Object Id
  Required
- Object Type
  Required
- Start Date Time
  Required
- End Date Time
  Required
- Id
  Required
Action
Write

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Connect Salesforce and Yardi Kube to integrate crucial parts of your business

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Salesforce on the Zapier blog

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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 Yardi Kube

Yardi Kube is an all-in-one coworking management platform.

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