Pick the type of object if you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.

API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

Pick which type of object you want to search for. You can only search for multiple records which are all the same object type.

Select the format of search results to be returned. If multiple search values are provided, the choice will be applied to each search value.

Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

(Note: If no Label/Mailbox is selected, this Zap will trigger on all e-mails, including Drafts.)

Important

If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.

For the "New Email Matching Search" Gmail trigger, please add label:inbox to the end of your "Search String."

For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select INBOX for the "Label/Mailbox" field.

If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.

Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Select an email address or alias from your Gmail Account. Defaults to the primary email address.

Customize the from name (but must be sent via the email address you connected).

Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.

A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.

Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Select an email address or alias from your Gmail Account. Defaults to the primary email address.

Specify a single reply address other than your own.

If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.

Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.

A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.

Important

If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.

For the "New Email Matching Search" Gmail trigger, please add label:inbox to the end of your "Search String."

For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select INBOX for the "Label/Mailbox" field.

If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.

Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Select an email address or alias from your Gmail Account. Defaults to the primary email address.

Specify a single reply address other than your own.

If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.

A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.

This works the same as the search bar you see in Gmail. For example: from:amy OR from:david< or subject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.

Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Select an email address or alias from your Gmail Account. Defaults to the primary email address.

Specify a single reply address other than your own.

If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.

Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.

A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.

Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.

Pick which type of object you want to search for.

Pick which type of object you want to search for.

Enter a SOQL WHERE clause. See our help docs for Tips and Examples.

This works the same as the search bar you see in Gmail. For example: from:amy OR from:david or subject:dinner label:my-family. Learn more.

By default this search will trigger on emails in all folders, including Sent emails, which most people don't want. To limit results, like to your inbox, include in:inbox.

This works the same as the search bar you see in Gmail. For example: from:amy OR from:david or in:inbox subject:dinner label:my-family. Learn more.

Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Select an email address or alias from your Gmail Account. Defaults to the primary email address.

Customize the from name (but must be sent via the email address you connected).

Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.

A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.

Can have parents via a simple forward slash syntax: "Parent/Child"

This works the same as the search bar you see in Gmail. For example: from:amy OR from:david< or subject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.