Schedule by Zapier + Salesforce + Smartsheet Integrations
How to connect Schedule by Zapier + Salesforce + Smartsheet
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Do even more with Schedule by Zapier + Salesforce + Smartsheet
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Schedule by Zapier, Salesforce, and Smartsheet. And don’t forget that you can add more apps and actions to create complex workflows.
Every DayTriggers every day, just choose at what hour of time.Trigger- Every HourTriggers every hour.Trigger
- Every MonthTriggers every month, just choose what day of the month.Trigger
- Every WeekTriggers every week, just choose what day of the week.Trigger
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers 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.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing file to an existing Record.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new File (max 25MB).
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- Smartsheet
Triggers when a row is updated.
Scheduled
Trigger
- Smartsheet
Triggers when a new attachment is added to a row.
Scheduled
Trigger
- Smartsheet
Triggers when a new comment is added.
Scheduled
Trigger
- Smartsheet
Triggers when a new row is added.
Scheduled
Trigger
- Smartsheet
Creates a Workspace.
Scheduled
Action
- Smartsheet
Adds a file attachment to a row.
Scheduled
Action
- Smartsheet
Adds discussion to row.
Scheduled
Action
- Smartsheet
Add a row to a sheet.
Scheduled
Action
- Smartsheet
Copies folder to another destination.
Scheduled
Action
- Smartsheet
Copies row to another sheet.
Scheduled
Action
- Smartsheet
Creates a copy of the specified Workspace.
Scheduled
Action
- Smartsheet
Moves row to another sheet.
Scheduled
Action
- Smartsheet
Create a new sheet from an existing sheet.
Scheduled
Action
- Smartsheet
Create a new sheet from a template.
Scheduled
Action
- Smartsheet
Update an existing row with new values. Requires a row ID.
Scheduled
Action
- Smartsheet
Send a row via email.
Scheduled
Action
- Smartsheet
Send a sheet via email (as PDF or Excel).
Scheduled
Action
- Smartsheet
Share a sheet.
Scheduled
Action
- Smartsheet
Share a workspace.
Scheduled
Action
Connect your apps and automate workflows
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How Schedule by Zapier + Salesforce + Smartsheet Integrations Work
- Step 1: Authenticate Schedule by Zapier, Salesforce, and Smartsheet.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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