Salesforce + Slidecast

Add Slidecast contacts from new Salesforce records

Activate this template, and whenever you have a new Salesforce record, a matching Slidecast contact will be created automatically.

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!
Add or Edit Contact
Add a new contact or edit an existing contact in Slidecast
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
- Select PresentationRequired
Trigger
Instant
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Contact Modified
Triggers when a contact is added, edited, or deleted in Slidecast.
Trigger
Instant
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Any Slidecast Started
Triggers when a contact starts any Self-Guided Slidecast.
Trigger
Instant
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- First Name
- Last Name
- Email
- Mobile
- Country Code
- Address 1
- Address 2
- Address 3
- City
- State Code
- Postal Code
- Home Phone
- Work Phone
- Job Title
- Company
- Notes
- Custom 1
- Custom 2
- Slidecast Id (optional)
- PresentationRequired
Action
Write
- Text Message (max 300 chars)Required
Action
Write
- First Name
- Last Name
- Email
- Mobile
- Country Code
- Address 1
- Address 2
- Address 3
- City
- State Code
- Postal Code
- Home Phone
- Work Phone
- Job Title
- Company
- Notes
- Custom 1
- Custom 2
- Slidecast Id (optional)
- Record Voice Call
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
- Select PresentationRequired
Trigger
Instant
Try It
- Select PresentationRequired
- Select SlideRequired
Trigger
Instant
Try It
Any Slidecast Ended
Triggers when a contact manually stops any Self-Guided Slidecast or clicks to the last slide.
Trigger
Instant
Try It
- Email
- Mobile
- Slidecast Id (optional)
- Country Code
Action
Write
- Text Message (max 300 chars)Required
- First Name
- Last Name
- Email
- Mobile
- Country Code
- Address 1
- Address 2
- Address 3
- City
- State Code
- Postal Code
- Home Phone
- Work Phone
- Job Title
- Company
- Notes
- Custom 1
- Custom 2
- Slidecast Id (optional)
Action
Write
- First Name
- Last Name
- Email
- Mobile
- Country Code
- Address 1
- Address 2
- Address 3
- City
- State Code
- Postal Code
- Home Phone
- Work Phone
- Job Tite
- Company
- Notes
- Custom 1
- Custom 2
- Slidecast Id (optional)
Action
Write

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

About Slidecast

Slidecast enables you to engage your customers seamlessly and virtually using simple, beautiful, and effective presentation sharing, in real-time without software or apps to install.

Related categories

Sales & CRM

Related Zap Templates

Sends self-guided Slidecasts with new records in Salesforce

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Sends self-guided Slidecasts with new records in Salesforce

Salesforce + Slidecast

Add Slidecast contacts from new Salesforce records

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

A Slidecast Started

Contact Modified

Any Slidecast Started

Send a Self-Guided Slidecast

Text Me

Start a Voice Call

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

A Slidecast Ended

A Slide Viewed

Any Slidecast Ended

Delete Contact

Send a Text Message

Add or Edit Contact

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Slidecast

Related categories

Related Zap Templates

Related Zap Templates