Salesforce + Yoobi
Create customers and projects in Yoobi Software from new records created in Salesforce
Set up this Zap to streamline your timetracking workflows. Once it's active, this Zap automatically creates a customer and a project in Yoobi whenever a record is created in Salesforce.
Set up this Zap to streamline your timetracking workflows. Once it's active, this Zap automatically creates a customer and a project in Yoobi whenever a record is created in Salesforce.
- When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this...
Create CustomerCreates a new Customer.
ActionWriteCreate a new record or update an existing record in your app. - then do this!Create Project
Creates a Project
ActionWriteCreate a new record or update an existing record in your app.
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New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record to LinkRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Is Private
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 in Salesforce.
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record 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.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChanged Since dateRequired
Primary ContactRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New CRM Sale
Triggers when a new CRM sale record is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Department
Triggers when a new department is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Relation
Triggers when a New Relationship Record is created in Yoobi through selection atm. this is not good
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustomer ID
Customer Code
CRM Task Type
Subject
Task Description
Planned Date
Planned Time
Planned End Date
Planned End Time
Executed Date
Executed Time
Priority
Username
Resourcegroup
Contact First Name
Contact Last Name
Contact Email
Contact Phone
Person ID
Contact Info ID
Notification Moment
Notification User ID
Notification Date Offset
Project ID
CRM Sale ID
Taskreport
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Initials
Middle Name
Last NameRequired
Gender
Date of Birth
Employee NumberRequired
BSN
Employee Abbreviation
Job Name
Start Registration Date
Start Date
End Date
Cost Center
Cost Unit
Allow Overtime
Department
Resource Group
State
Contract Start Date
Contract End Date
Contract FTE
User State
Username
User Email
User Language
Show Custom fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee NumberRequired
Registration DateRequired
Project NameRequired
Activity NameRequired
Type of RegistrationRequired
Cost Registration
Time RegistrationRequired
Number Registration
Registration Remarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number or Invoice IDRequired
AmountRequired
Fully PaidRequired
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type
Email or PhoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Name or IDRequired
Level of detail
ActionThis is an event a Zap performs.SearchFind existing data in your appEmployee number or Employee IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject Code or Project IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCodeRequired
Level of detail
NameRequired
Customer Category
Keywords
Description
KvK
KvK City
VAT/BTW
Invoice Salutation
Invoice Expiration Days
IBAN
Mobile Phone
Fax
Website
Phone
E-mail
Billing E-mail
Ledger Account
Ledger Account Turnover
Cost Center
Cost Unit
StatusRequired
Visiting Address
Visiting Address City
Visiting Address Country
Visiting Address Postalcode
Visiting Address Note
Billing Address
Billing Address City
Billing Address Country
Billing Address Postcode
Billing Address Note
Mailing Address
Mailing Address City
Mailing Address Country
Mailing Address Postalcode
Mailing Address Note
Initials
Fist Name
Infix
Last Name
E-mailaddress
Phone
Gender
Title
Function
Department
Note
Employee Number
Show Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject Code or Project IDRequired
Name
Code
State
Start Date
End Date
Label
Classification
Customer Code
Department Name
Ledger Account
Cost Center
Cost Unit
Currency
Main Project Code
External Approval Email
External Approval Report Comment
External Approval Weekly
External Approval Reminder Days
External Approval Language Code
First Name
Last Name
Infix
Project Role Name
Employee Number
Name
Start Date
Description
End Date
State
Exclude Approval
Type
Is Billable
Ledger Account
Cost Center
Cost Unit
Activity Specify
Note Required
Link Project Employee
Show Custom Fields
Budget Type
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
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 ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
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.Parent ObjectRequired
Use Assignment Rules
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.TitleRequired
Note
Salesforce ObjectRequired
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
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.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 appSalesforce ObjectRequired
WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInclude Activities
Include Budget
Include Description
Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustomer CodeRequired
CRM Sale code
CRM Sale Name
CRM Sale SchemeRequired
CRM Sales Scheme PhaseRequired
CRM Sale source
Product Group
Employee number
First name
Infix
Last Name
Percentage of this sale
Value of this saleRequired
CurrencyRequired
Expected sale dateRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
CodeRequired
Customer Category
Keywords
Description
KvK
KvK City
VAT/BTW
Invoice Salutation
Invoice Expiration Days
IBAN
Mobile Phone
Fax
Website
Phone
E-mail
Billing E-mail
Ledger Account
Ledger Account Turnover
Cost Center
Cost Unit
StatusRequired
Visiting Address
Visiting Address City
Visiting Address Country
Visiting Address Postalcode
Visiting Address Note
Billing Address
Billing Address City
Billing Address Country
Billing Address Postcode
Billing Address Note
Mailing Address
Mailing Address City
Mailing Address Country
Mailing Address Postalcode
Mailing Address Note
Initials
Fist Name
Infix
Last Name
E-mailaddress
Phone
Gender
Title
Function
Department
Note
Employee Number
Show Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Code
State
Start Date
End Date
Label
Classification
Customer Code
Department Name
Ledger Account
Cost Center
Cost Unit
Currency
Main Project Code
External Approval Email
External Approval Report Comment
External Approval Weekly
External Approval Reminder Days
External Approval Language Code
First Name
Last Name
Infix
Project Role Name
Employee Number
Name
Start Date
Description
End Date
State
Exclude Approval
Type
Is Billable
Ledger Account
Cost Center
Cost Unit
Activity Specify
Note Required
Link Project Employee
Show Custom Fields
Budget Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee NumberRequired
Day of RegistrationsRequired
Month of RegistrationsRequired
Year of RegistrationsRequired
Project code or ID
State of periodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Primary ContactRequired
Customer Name
Contact Name
Keyword
ActionThis is an event a Zap performs.SearchFind existing data in your appCRM Sale Code
Customer of Relation Code
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Number or Invoice IDRequired
PDF toevoegen
ActionThis is an event a Zap performs.SearchFind existing data in your appCRM Sale code
Customer CodeRequired
CRM Sale Name
CRM Sale SchemeRequired
CRM Sales Scheme PhaseRequired
CRM Sale source
Product Group
Employee number
First name
Infix
Last Name
Percentage of this sale
Value of this saleRequired
CurrencyRequired
Expected sale dateRequired
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundE-mailRequired
NameRequired
CodeRequired
Customer Category
Keywords
Description
KvK
KvK City
VAT/BTW
Invoice Salutation
Invoice Expiration Days
IBAN
Mobile Phone
Fax
Website
Phone
Billing E-mail
Ledger Account
Ledger Account Turnover
Cost Center
Cost Unit
StatusRequired
Visiting Address
Visiting Address City
Visiting Address Country
Visiting Address Postalcode
Visiting Address Note
Billing Address
Billing Address City
Billing Address Country
Billing Address Postcode
Billing Address Note
Mailing Address
Mailing Address City
Mailing Address Country
Mailing Address Postalcode
Mailing Address Note
Initials
Fist Name
Infix
Last Name
E-mailaddress
Phone
Gender
Title
Function
Department
Note
Employee Number
Show Custom Fields
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
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Yoobi
Yoobi is Cloud software for CRM, project management, time tracking, leave, expenses, planning and invoicing in one tool. Yoobi is used by companies of all sizes.