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Choose a trigger
A trigger is the event that starts your Zap—like a "Get Conversation Messages" from CloudBlue Connect.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects CloudBlue Connect and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Id of the request or listing to retrieve messages forRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Case StatusRequired
- Additional filters
- Amount of records per batch query
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Request Status
- Additional filters
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Request Status
- Additional filters
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Request IDRequired
- Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- Parameter ID
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- Item IDRequired
- QuantityRequired
- Parameter ID
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- Item IDRequired
- QuantityRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- Parameter ID
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Lookup FieldRequired
- Asset Lookup ValueRequired
- Period FromRequired
- Period ToRequired
- Period DeltaRequired
- Period UOMRequired
- ItemsRequired
- Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- SubjectRequired
- Description of the case
- Priority of the caseRequired
- Type of the caseRequired
- Receiver account IDRequired
- Recipient IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Object IDRequired
- MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tier Configuration IDRequired
- ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Parameter IDRequired
- ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Parameter IDRequired
- ValueRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case IDRequired
- Inquire message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Note
- Template ID
- Parameter IDRequired
- Error TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Notes
- Parameter IDRequired
- Error TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Caset IDRequired
- Product IDRequired
- Subject
- Description of the case
- Issuer Account
- Issuer Actor
- Recipient ID
- Receiver Account
- Receiver Actor
- Recipient IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Case idRequired
- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Request Status
- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data 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 plan - New 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 plan - Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
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.- 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 app- Salesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce 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
- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Case idRequired
- Additional filters
- Amount of records per batch query
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Product IDRequired
- Object classRequired
- Name for newly created Connect WebhookRequired
- DescriptionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Request Status
- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Request Status
- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Request IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case IDRequired
- Feedback of the resolution
- Rating of the resolution of the case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- ItemsRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- ItemsRequired
- External Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- ItemsRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- Item IDRequired
- QuantityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- Parameter ID
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Lookup FieldRequired
- Asset Lookup ValueRequired
- Period FromRequired
- Period ToRequired
- Period DeltaRequired
- Period UOMRequired
- Item IDRequired
- Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case IDRequired
- Text of the comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- Account External IDRequired
- Account External UID
- Account Account NameRequired
- Account Address Line 1Required
- Account Address Line 2
- Account Postal CodeRequired
- Account CityRequired
- Account State or ProvinceRequired
- Account CountryRequired
- Account Contact First NameRequired
- Account Contact Last NameRequired
- Account EmailRequired
- Account Phone NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tier Configuration IDRequired
- Parameter IDRequired
- ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- ParametersRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Note
- Template ID
- ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Note
- Template ID
- ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case IDRequired
- Pending message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case IDRequired
- Resolve message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Planned Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Case StatusRequired
- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Request Status
- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data 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 plan - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New 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 plan- CampaignRequired
- 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.- 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.- 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 app- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce 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
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