Webhooks by Zapier + Salesforce + Canopy Integrations
How to connect Webhooks by Zapier + Salesforce + Canopy
Zapier lets you send info between Webhooks by Zapier, Salesforce, and Canopy automatically—no code required.
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Do even more with Webhooks by Zapier + Salesforce + Canopy
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 Webhooks by Zapier, Salesforce, and Canopy. And don’t forget that you can add more apps and actions to create complex workflows.
Retrieve PollPoll a URL and look for new entries.Trigger- Catch Raw HookWait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.Trigger
- Catch HookWait for a new POST, PUT, or GET to a Zapier URL.Trigger
- Custom RequestFire off a custom request by providing raw details. Very flexible but unforgiving.Action
- GETFire off a single GET request with optional querystrings.Action
- POSTFire off a single POST request as a form or JSON.Action
- PUTFire off a single PUT request as a form or JSON.Action
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
Triggers 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.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
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 lead in Salesforce.
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
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
- Canopy
Triggers when a business contact is created.
Instant
Trigger
- Canopy
Triggers when a business contact's contact info is updated.
Instant
Trigger
- Canopy
Triggers when a new contact is created.
Instant
Trigger
- Canopy
Triggers when an individual contact's contact info is updated.
Instant
Trigger
- Canopy
Creates a business contact.
Scheduled
Action
- Canopy
Creates a new individual contact.
Scheduled
Action
- Canopy
updates a business contact.
Scheduled
Action
- Canopy
Updates a new individual contact.
Scheduled
Action
- Canopy
Finds a business contact by name, email or external id. Must have one of the following filters: - Business Name- Email Address- External ID
Scheduled
Action
- Canopy
Finds an individual contact by first name, last name, email, and external id. Must have one of the following filters: - First Name and Last Name - Email Address - External ID.
Scheduled
Action
- Canopy
Find or create a business contact
Scheduled
Action
- Canopy
Find or create an individual client
Scheduled
Action
Connect your apps and automate workflows
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How Webhooks by Zapier + Salesforce + Canopy Integrations Work
- Step 1: Authenticate Webhooks by Zapier, Salesforce, and Canopy.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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