ChatDaddy + Salesforce
Create Salesforce records from new ChatDaddy channels
When a new channel is added in ChatDaddy, a matching Salesforce record will be created automatically.
When a new channel is added in ChatDaddy, a matching Salesforce record will be created automatically.
- When this happens...
ChannelsTriggers when a new channel is added.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWriteCreate a new record or update an existing record in your app.
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Message Flow IDRequired
Action IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Tag Created
Triggers when a tag is created on ChatDaddy.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact IDRequired
Account IDRequired
Tag
Custom Field
Custom Field Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message TextRequired
Contact Search
Chat ID/Phone NumberRequired
Account ID
Image Attachment URL
Video Attachment URL
Require Open Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Account ID
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Message Flow Endpoint Reached
A message flow sent to a WA number has had all its actions triggered and reached a final action.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Team Members
The team members on your signed in team
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
Phone NumberRequired
Account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account Id
Message Flow IDRequired
Phone NumberRequired
Send Message With Typing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About ChatDaddy
Related categories
About Salesforce
Related categories
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- Add new ChatDaddy contacts as Salesforce records
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Related Zap Templates
- Send WhatsApp messages via ChatDaddy for new Salesforce records
- Send WhatsApp messages with flows via ChatDaddy from new outbound Salesforce messages
- Adds tags or custom fields to ChatDaddy contacts for newly updated fields on Salesforce records
- Create Salesforce leads from new ChatDaddy tags
- Adds files to Salesforce records from new ChatDaddy tags
- Send WhatsApp messages via ChatDaddy for newly updated fields on Salesforce records
- Send messages with flows in ChatDaddy from new Salesforce records
- Send WhatsApp messages via ChatDaddy flows for newly updated fields on Salesforce records
- Add leads to campaigns in Salesforce when new tags are created in ChatDaddy
- Add new ChatDaddy contacts as Salesforce records
- Send ChatDaddy messages for newly updated Salesforce records
- Adds tags or custom fields to ChatDaddy contacts from new Salesforce records
- Update Salesforce records from new ChatDaddy tags
- Adds contacts to Salesforce campaigns from new ChatDaddy tags
- Update Salesforce contacts from new ChatDaddy contacts