Coworks + Salesforce

Create new Coworks checkins from new Salesforce contacts

Keep your Coworks workspace updated in real-time as your contacts are added on Salesforce. With this efficient workflow, as soon as a new contact is added on Salesforce, a check-in is promptly created in the Coworks app. This immediacy ensures you're always updated on your contacts while eliminating the hassle of manual entry, making it an essential enhancement to your Salesforce and Coworks operations.

When this happens...
New Contact
Triggers when a new Contact is created.
TriggerPolling
automatically do this!
Create Checkin
This will allow you to create a checkin in the Coworks Checkins tab.
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
- 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
- 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
- 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
- CampusRequired
Trigger
Instant
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- CampusRequired
Trigger
Instant
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- CampusRequired
Trigger
Instant
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- Campus NameRequired
Trigger
Instant
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- Campus NameRequired
Trigger
Instant
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- Campus NameRequired
Trigger
Instant
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- CampusRequired
Trigger
Instant
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- CampusRequired
Trigger
Instant
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- The community this checkin will be created for.Required
- The campus this checkin will be created for.Required
- TypeRequired
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
- 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
- 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
- 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
- CampusRequired
Trigger
Instant
Try It
- CampusRequired
Trigger
Instant
Try It
- CampusRequired
Trigger
Instant
Try It
- CampusRequired
Trigger
Instant
Try It
- CampusRequired
Trigger
Instant
Try It
- Campus NameRequired
Trigger
Instant
Try It
- Campus NameRequired
Trigger
Instant
Try It
- Campus NameRequired
Trigger
Instant
Try It
- Campus NameRequired
Action
Write
- The campus this lead will be created in.Required
- First Name
- Last Name
- EmailRequired
- Phone Number
- Team Name
- Title
- Is this contact a lead?
- Interested In
- Private Notes
- Custom Fields
Action
Write

About Coworks

Coworks is a coworking management platform solution for automating running a coworking space.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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

Coworks + Salesforce

Create new Coworks checkins from new Salesforce contacts

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Booking Updated

Event Updated

Member Deactivate

New Attendee

New Checkin

New Event

New Member

Contact Updated

Create Checkin

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Booking Cancelled

CRM Entry Updated

Lead Updated

Member Updated

New Booking

New CRM Entry

New Lead

New Contact

Create Attendee

Create Lead

About Coworks

Related categories

Similar apps

Zapier Interfaces

About Salesforce

Related categories

Similar apps

Zapier Interfaces