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SiteCapture + Salesforce + Email by Zapier Integrations

How to connect SiteCapture + Salesforce + Email by Zapier

Zapier lets you send info between SiteCapture and Salesforce and Email by Zapier automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
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Do even more with SiteCapture + Salesforce + Email by Zapier

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 SiteCapture, Salesforce, and Email by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • Project IdRequired

    Action
    Write
    • Template KeyRequired

    • Container Project Id

    Action
    Write
    • Project IdRequired

    Action
    Write
    • Project IdRequired

    • Due date

    • Status

    • Fields

    Action
    Write

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How SiteCapture + Salesforce + Email by Zapier Integrations Work

  1. Step 1: Authenticate SiteCapture, Salesforce, and Email by Zapier.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
sitecapture logo
sitecapture logo

About SiteCapture

SiteCapture is a field reporting tool to collect photos and data from a job site. SiteCapture is used in home service industries such as solar to improve time and accuracy of site survey and system installations. Take photos and sync in real time for the most advanced technology in field services.

Related categories

  • Project Management
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

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email logo
email logo

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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