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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 "Create Associate" in SMMware.

You’re connected!

Zapier seamlessly connects Salesforce and SMMware, 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
- Trigger Label
  Required
Trigger
Instant
Try It
- Trigger Label
  Required
Trigger
Instant
Try It
- Trigger Label
  Required
Trigger
Instant
Try It
- First Name
  Required
- Salutation
- Last Name
  Required
- Salutation for the client's spouse
- Spouse First name
- Spouse Last Name
- Telephone 1
- Telephone Description 1
- Telephone 2
- Telephone Description 2
- Email
- Act As Reference
- Referred By: Category
- Referred By: Company
- Referred By: Person
- Client Custom Field #1
- Client Custom Field #2
- Client Custom Field #3
- Client Custom Field #4
- Client Custom Field #5
- Client Custom Field #6
- Client Custom Field #7
- Client Custom Field #8
- Client Custom Field #9
- Client Custom Field #10
- Client Custom Field #11
- Client Custom Field #12
- Client Notes
- Address Title
- Address, Line 1
- Address, Line 2
- City
- State
- Zip
- Country
- Create Sales Lead?
- Sales Lead - Total Hours
- Sales Lead - Total Amount
- Sales Lead - Job Begin Date
- Sales Lead - Job End Date
- Sales Lead - Color ID
- Sales Lead - Hourly Rate
- Sales Lead - Description
- Sales Lead - Move Out Date
- Sales Lead - Move In Date
- Sales Lead - Customer Decision Date
- Sales Lead - Date Last Submitted
- Sales Lead - Date Last Closed
- Sales Lead - Move To Address Title
- Sales Lead - Move To Address - Street Address
- Sales Lead - Move To Address - Apartment or suite number
- Sales Lead - Move to City
- Sales Lead - Move To Address - State
- Sales Lead - Move To Address - Zip code or Province
- Sales Lead - Move To Address - Country
- Sales Lead - Note for the Status Board
- Sales Lead - Label ID for the Statusboard
- Sales Lead - Client Fee Model
- Sales Lead - Optional Field 1
- Sales Lead - Optional Field 2
- Sales Lead - Optional Field 3
- Sales Lead - Optional Field 4
- Sales Lead - Optional Field 5
- Sales Lead - Optional Field 6
- Sales Lead - Optional Field 7
- Sales Lead - Optional Field 8
- Sales Lead - Optional Field 9
- Sales Lead - Optional Field 10
- Sales Lead - Optional Field 11
- Sales Lead - Optional Field 12
- Sales Lead - Optional Field 13
- Sales Lead - Optional Field 14
- Sales Lead - Optional Field 15
- Sales Lead - Optional Field 16
- Sales Lead - Optional Field 17
- Sales Lead - Optional Field 18
- Sales Lead - Optional Field 19
- Sales Lead - Optional Field 20
- Sales Lead - Optional Field 21
- Sales Lead - Optional Field 22
- Sales Lead - Optional Field 23
- Sales Lead - Optional Field 24
- Sales Lead - Optional Field 25
- Sales Lead - Optional Field 26
- Sales Lead - Optional Field 27
- Sales Lead - Optional Field 28
Action
Write
- Organization Name
  Required
- Organization Notes
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Telephone 1
- Telephone Description 1
- Telephone 2
- Telephone Description 2
- Website
- Vendor
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
- The level of data to send
  Required
- Trigger Label
  Required
Trigger
Instant
Try It
- Trigger Label
  Required
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Title
- First Service Date
  Required
- Hire Date
- Reminders Via
- Optional Field 1
- Optional Field 2
- Optional Field 3
- Optional Field 4
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Email
- Telephone 1
- Telephone Description 1
- Telephone 2
- Telephone Description 2
Action
Write
- First Name
  Required
- Last Name
- Title
- Act as a Client Representative
- Referrer
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Telephone 1
- Telephone Description 1
- Telephone 2
- Telephone Description 2
- Email
- Courtesy
- Website
- Detail
- Date Last Contacted
Action
Write

For AI agents & developers

Use Salesforce and SMMware with AI agents and code

Beyond Zap workflows. Call Salesforce and SMMware actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Salesforce and SMMware actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Contact to Campaign
Create Associate

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Salesforce and SMMware actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* salesforce / smmware action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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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.

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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 SMMware

SMMware helps small to medium businesses with part time employees, with scheduling plus time entry, invoicing, tasks, files and more.

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