Image Relay + Salesforce

Create Image Relay folders from new Salesforce leads

Get support from your sales team and creative the moment you start working with a new potential client. After setting up this automation, creating a new lead in Salesforce will create a new folder in Image Relay, so you can now stage and receive collateral for that potential client.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create Folder
Creates a new folder.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- FlowRequired
- Manual flow input parameters
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Query TypeRequired
- Include Deleted Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Parent FolderRequired
Trigger
Instant
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Product Category Changed
Triggered when a product is moved to a different product category.
Trigger
Instant
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New Product
Triggered when a new product is created.
Trigger
Instant
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Product Dimension 1 Added
Triggered when the first dimension is added to a product.
Trigger
Instant
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Product Dimension 1 Removed
Triggered when the first dimension of a product is removed.
Trigger
Instant
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Product Dimension 2 Changed
Triggered when the second dimension of a product is changed.
Trigger
Instant
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Product Dimension 3 Added
Triggered when the third dimension is added to a product.
Trigger
Instant
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Product Dimension 3 Removed
Triggered when the third dimension of a product is removed.
Trigger
Instant
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Product Variations Disabled
Triggered when variations are disabled for a product.
Trigger
Instant
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Product Recovered
Triggered when a product is recovered.
Trigger
Instant
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Product Type Added
Triggered when a product type is added to a product.
Trigger
Instant
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Product Type Removed
Triggered when a product's type is removed.
Trigger
Instant
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- Parent FolderRequired
- Folder NameRequired
Action
Write
- Parent FolderRequired
- File TypeRequired
- File URLRequired
- File NameRequired
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- ReportRequired
- 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 UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Create Share LinkRequired
- FolderRequired
Trigger
Instant
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Product Added to Category
Triggered when a product is added to a product category.
Trigger
Instant
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Product Removed From Category
Triggered when a product is removed from a product category.
Trigger
Instant
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Product Deleted
Triggered when a product is deleted.
Trigger
Instant
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Product Dimension 1 Changed
Triggered when the first dimension of a product is changed.
Trigger
Instant
Try It
Product Dimension 2 Added
Triggered when the second dimension is added to a product.
Trigger
Instant
Try It
Product Dimension 2 Removed
Triggered when the second dimension of a product is removed.
Trigger
Instant
Try It
Product Dimension 3 Changed
Triggered when the third dimension of a product is changed.
Trigger
Instant
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Product Variations Enabled
Triggered when variations are enabled for a product.
Trigger
Instant
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Product Name Changed
Triggered when a product's name is changed.
Trigger
Instant
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Product SKU Changed
Triggered when a product's SKU is changed.
Trigger
Instant
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Product Type Changed
Triggered when a product's type is changed.
Trigger
Instant
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New User Created
Triggers when a new user is created.
Trigger
Instant
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- Permission GroupRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- CompanyRequired
Action
Write

About Image Relay

The Digital Asset Management system designed with your time in mind. Upload, organize, and distribute your files from one centralized, secure, easy-to-use spot in the cloud.

Related categories

File Management & Storage

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Image Relay + Salesforce

Create Image Relay folders from new Salesforce leads

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Launch Flow

Send Email

Update Lead

Update Record (UTC)

Custom SOQL Query

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

New Folder

Product Category Changed

New Product

Product Dimension 1 Added

Product Dimension 1 Removed

Product Dimension 2 Changed

Product Dimension 3 Added

Product Dimension 3 Removed

Product Variations Disabled

Product Recovered

Product Type Added

Product Type Removed

Create Folder

Upload File

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Run Report

Update Contact

Update Record

API Request (Beta)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

File Uploaded to Folder

Product Added to Category

Product Removed From Category

Product Deleted

Product Dimension 1 Changed

Product Dimension 2 Added

Product Dimension 2 Removed

Product Dimension 3 Changed

Product Variations Enabled

Product Name Changed

Product SKU Changed

Product Type Changed

New User Created

Invite User

About Image Relay

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces