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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 "Capture Full Page Website Screenshot" in Urlbox.

You’re connected!

Zapier seamlessly connects Salesforce and Urlbox, 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
New Screenshot
Trigger when a new screenshot is generated.
Trigger
Instant
Try It
- Url
  Required
- Metadata
- Save Metadata
- Save HTML
- Save Markdown
- Save MHTML
- Options as JSON
- Output File Type
- Save Headings
- Save Tables
- Save Structured Data
- Save Links
- Save Cookies
- Full Page
- Screenshot Element
- Screenshot Area
- Viewport Width
- Viewport Height
- Block Ads
- Hide cookie banners
- Hide an element
- Click Accept
- Retina
- Thumbnail Width
- Thumbnail Height
- Crop Width
- User Agent
- Proxy
- Delay
- Load Timeout
- Expires in
- Wait Until
- Wait For Selector
- Fail if wait_for/selector element missing
- Wait To Leave Selector
- Fail if wait_to_leave element is present
- Wait Timeout
- Use S3
- Scroll To
- Timezone
- Dark Mode
- JS Code
- CSS
- Cookies
- Headers
- Click
- Click All
- Hover
- Block URLs
- Highlight words
- Highlight text colour
- Highlight background colour
- Longitude
- Latitude
- Accuracy
- Thumbnails
- GPU
Action
Write
- Url
  Required
- Metadata
- Save Metadata
- Save HTML
- Save Markdown
- Save MHTML
- Options as JSON
- Output File Type
- Save Headings
- Save Tables
- Save Structured Data
- Save Links
- Save Cookies
- Full Page
- Screenshot Element
- Screenshot Area
- Viewport Width
- Viewport Height
- Block Ads
- Hide cookie banners
- Hide an element
- Click Accept
- Retina
- Thumbnail Width
- Thumbnail Height
- Crop Width
- User Agent
- Proxy
- Delay
- Load Timeout
- Expires in
- Wait Until
- Wait For Selector
- Fail if wait_for/selector element missing
- Wait To Leave Selector
- Fail if wait_to_leave element is present
- Wait Timeout
- Use S3
- Scroll To
- Timezone
- Dark Mode
- JS Code
- CSS
- Cookies
- Headers
- Click
- Click All
- Hover
- Block URLs
- Highlight words
- Highlight text colour
- Highlight background colour
- Longitude
- Latitude
- Accuracy
- Thumbnails
- GPU
Action
Write
- Html
  Required
- Metadata
- Save Metadata
- Save HTML
- Save Markdown
- Save MHTML
- Base URL
- Options as JSON
- Emulate CSS Media
- PDF Page Size
- PDF Page Width
- PDF Page Height
- PDF Orientation
- PDF Scale
- PDF Margin
- PDF Margin Top
- PDF Margin Right
- PDF Margin Bottom
- PDF Margin Left
- PDF Page Range
- Save Headings
- Save Tables
- Save Structured Data
- Save Links
- Save Cookies
Action
Write
- Html
  Required
- Metadata
- Save Metadata
- Save HTML
- Save Markdown
- Save MHTML
- Base URL
- Options as JSON
- Output File Type
- Save Headings
- Save Tables
- Save Structured Data
- Save Links
- Save Cookies
- Full Page
- Screenshot Element
- Screenshot Area
- Viewport Width
- Viewport Height
- Block Ads
- Hide cookie banners
- Hide an element
- Click Accept
- Retina
- Thumbnail Width
- Thumbnail Height
- Crop Width
- User Agent
- Proxy
- Delay
- Load Timeout
- Expires in
- Wait Until
- Wait For Selector
- Fail if wait_for/selector element missing
- Wait To Leave Selector
- Fail if wait_to_leave element is present
- Wait Timeout
- Use S3
- Scroll To
- Timezone
- Dark Mode
- JS Code
- CSS
- Cookies
- Headers
- Click
- Click All
- Hover
- Block URLs
- Highlight words
- Highlight text colour
- Highlight background colour
- Longitude
- Latitude
- Accuracy
- Thumbnails
- GPU
Action
Write
- Input Source
  Required
- Output File Type
Action
Write
- Url
  Required
- Metadata
- Save Metadata
- Save HTML
- Save Markdown
- Save MHTML
- Options as JSON
- Save Headings
- Save Tables
- Save Structured Data
- Save Links
- Save Cookies
- Full Page
- Screenshot Element
- Screenshot Area
- Viewport Width
- Viewport Height
- Block Ads
- Hide cookie banners
- Hide an element
- Click Accept
- Retina
- Thumbnail Width
- Thumbnail Height
- Crop Width
- User Agent
- Proxy
- Delay
- Load Timeout
- Expires in
- Wait Until
- Wait For Selector
- Fail if wait_for/selector element missing
- Wait To Leave Selector
- Fail if wait_to_leave element is present
- Wait Timeout
- Use S3
- Scroll To
- Timezone
- Dark Mode
- JS Code
- CSS
- Cookies
- Headers
- Click
- Click All
- Hover
- Block URLs
- Highlight words
- Highlight text colour
- Highlight background colour
- Longitude
- Latitude
- Accuracy
- Thumbnails
- GPU
Action
Write
- Url
  Required
- Metadata
- Save Metadata
- Save HTML
- Save Markdown
- Save MHTML
- Options as JSON
- Emulate CSS Media
- PDF Page Size
- PDF Page Width
- PDF Page Height
- PDF Orientation
- PDF Scale
- PDF Margin
- PDF Margin Top
- PDF Margin Right
- PDF Margin Bottom
- PDF Margin Left
- PDF Page Range
- Save Headings
- Save Tables
- Save Structured Data
- Save Links
- Save Cookies
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
- Url
  Required
- Metadata
- Save Metadata
- Save HTML
- Save Markdown
- Save MHTML
- Options as JSON
- Output File Type
- Save Headings
- Save Tables
- Save Structured Data
- Save Links
- Save Cookies
- Viewport Width
- Viewport Height
- Block Ads
- Hide cookie banners
- Hide an element
- Click Accept
- Retina
- Thumbnail Width
- Thumbnail Height
- Crop Width
- User Agent
- Proxy
- Delay
- Load Timeout
- Expires in
- Wait Until
- Wait For Selector
- Fail if wait_for/selector element missing
- Wait To Leave Selector
- Fail if wait_to_leave element is present
- Wait Timeout
- Use S3
- Scroll To
- Timezone
- Dark Mode
- JS Code
- CSS
- Cookies
- Headers
- Click
- Click All
- Hover
- Block URLs
- Highlight words
- Highlight text colour
- Highlight background colour
- Longitude
- Latitude
- Accuracy
- Thumbnails
- GPU
Action
Write
- Html
  Required
- Metadata
- Save Metadata
- Save HTML
- Save Markdown
- Save MHTML
- Base URL
- Options as JSON
- Output File Type
- Save Headings
- Save Tables
- Save Structured Data
- Save Links
- Save Cookies
- Full Page
- Screenshot Element
- Screenshot Area
- Viewport Width
- Viewport Height
- Block Ads
- Hide cookie banners
- Hide an element
- Click Accept
- Retina
- Thumbnail Width
- Thumbnail Height
- Crop Width
- User Agent
- Proxy
- Delay
- Load Timeout
- Expires in
- Wait Until
- Wait For Selector
- Fail if wait_for/selector element missing
- Wait To Leave Selector
- Fail if wait_to_leave element is present
- Wait Timeout
- Use S3
- Scroll To
- Timezone
- Dark Mode
- JS Code
- CSS
- Cookies
- Headers
- Click
- Click All
- Hover
- Block URLs
- Highlight words
- Highlight text colour
- Highlight background colour
- Longitude
- Latitude
- Accuracy
- Thumbnails
- GPU
Action
Write
- Html
  Required
- Metadata
- Save Metadata
- Save HTML
- Save Markdown
- Save MHTML
- Base URL
- Options as JSON
- Save Headings
- Save Tables
- Save Structured Data
- Save Links
- Save Cookies
- Full Page
- Screenshot Element
- Screenshot Area
- Viewport Width
- Viewport Height
- Block Ads
- Hide cookie banners
- Hide an element
- Click Accept
- Retina
- Thumbnail Width
- Thumbnail Height
- Crop Width
- User Agent
- Proxy
- Delay
- Load Timeout
- Expires in
- Wait Until
- Wait For Selector
- Fail if wait_for/selector element missing
- Wait To Leave Selector
- Fail if wait_to_leave element is present
- Wait Timeout
- Use S3
- Scroll To
- Timezone
- Dark Mode
- JS Code
- CSS
- Cookies
- Headers
- Click
- Click All
- Hover
- Block URLs
- Highlight words
- Highlight text colour
- Highlight background colour
- Longitude
- Latitude
- Accuracy
- Thumbnails
- GPU
Action
Write
- Html
  Required
- Metadata
- Save Metadata
- Save HTML
- Save Markdown
- Save MHTML
- Base URL
- Options as JSON
- Save Headings
- Save Tables
- Save Structured Data
- Save Links
- Save Cookies
- Full Page
- Screenshot Element
- Screenshot Area
- Viewport Width
- Viewport Height
- Block Ads
- Hide cookie banners
- Hide an element
- Click Accept
- Retina
- Thumbnail Width
- Thumbnail Height
- Crop Width
- User Agent
- Proxy
- Delay
- Load Timeout
- Expires in
- Wait Until
- Wait For Selector
- Fail if wait_for/selector element missing
- Wait To Leave Selector
- Fail if wait_to_leave element is present
- Wait Timeout
- Use S3
- Scroll To
- Timezone
- Dark Mode
- JS Code
- CSS
- Cookies
- Headers
- Click
- Click All
- Hover
- Block URLs
- Highlight words
- Highlight text colour
- Highlight background colour
- Longitude
- Latitude
- Accuracy
- Thumbnails
- GPU
Action
Write
- Input Source
  Required
- Output File Type
Action
Write
- Input Source
  Required
- Output File Type
Action
Write
- Url
  Required
- Metadata
- Save Metadata
- Save HTML
- Save Markdown
- Save MHTML
- Options as JSON
- Save Headings
- Save Tables
- Save Structured Data
- Save Links
- Save Cookies
- Full Page
- Screenshot Element
- Screenshot Area
- Viewport Width
- Viewport Height
- Block Ads
- Hide cookie banners
- Hide an element
- Click Accept
- Retina
- Thumbnail Width
- Thumbnail Height
- Crop Width
- User Agent
- Proxy
- Delay
- Load Timeout
- Expires in
- Wait Until
- Wait For Selector
- Fail if wait_for/selector element missing
- Wait To Leave Selector
- Fail if wait_to_leave element is present
- Wait Timeout
- Use S3
- Scroll To
- Timezone
- Dark Mode
- JS Code
- CSS
- Cookies
- Headers
- Click
- Click All
- Hover
- Block URLs
- Highlight words
- Highlight text colour
- Highlight background colour
- Longitude
- Latitude
- Accuracy
- Thumbnails
- GPU
Action
Write
- Url
  Required
- Metadata
- Save Metadata
- Save HTML
- Save Markdown
- Save MHTML
- Options as JSON
- Save Headings
- Save Tables
- Save Structured Data
- Save Links
- Save Cookies
- Full Page
- Screenshot Element
- Screenshot Area
- Viewport Width
- Viewport Height
- Block Ads
- Hide cookie banners
- Hide an element
- Click Accept
- Retina
- Thumbnail Width
- Thumbnail Height
- Crop Width
- User Agent
- Proxy
- Delay
- Load Timeout
- Expires in
- Wait Until
- Wait For Selector
- Fail if wait_for/selector element missing
- Wait To Leave Selector
- Fail if wait_to_leave element is present
- Wait Timeout
- Use S3
- Scroll To
- Timezone
- Dark Mode
- JS Code
- CSS
- Cookies
- Headers
- Click
- Click All
- Hover
- Block URLs
- Highlight words
- Highlight text colour
- Highlight background colour
- Longitude
- Latitude
- Accuracy
- Thumbnails
- GPU
Action
Write

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Connect Salesforce and Urlbox to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Salesforce to Urlbox integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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About Salesforce

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

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About Urlbox

Urlbox is a screenshot API that allows you to generate images, PDFs and video from a URL or HTML.

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