1.Detect new phishing case
Integrate Salesforce and case management tools to detect new phishing case creation for case-level processing.
Close phishing case, notify reporter, and log result
Automatically detect new phishing cases across Salesforce cases and route audit-ready results across Zapier Tables and Google Sheets. Extract reporter details, send an acknowledgement email, and close the case as a phishing testβso you can reduce reporting and follow-up effort without manual paperwork.
How this automation protects your phishing audit trail
When a new case is created in Salesforce, delays can leave phishing reports untracked and audits incomplete. This automation extracts reporter details, records an audit row, and updates the case statusβso your team can respond with consistent closure.
Salesforceor swap with your favorite app
2.Extract reporter email
Integrate Formatter by Zapier and text processing tools to extract the reporter email from case text.
Formatter by Zapieror swap with your favorite app
3.Find employee record
Integrate Zapier Tables and directory tools to find an employee record by work email and return match details.
Zapier Tablesor swap with your favorite app
4.Append reporting row
Integrate Google Sheets and reporting tools to append a row with case subject, extracted email, and timestamp.
Google Sheetsor swap with your favorite app
5.Send acknowledgement email
Integrate Gmail and email delivery tools to send an acknowledgement to the extracted reporter email.
Gmailor swap with your favorite app
6.Update case record
Integrate Salesforce and case workflow tools to close the case, set phishing test type, and add an internal note.
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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