EveryAction + Salesforce
Create or update EveryAction people from new Salesforce records
This template will create a person in EveryAction from every new Salesforce record. This could be used with Salesforce contacts, leads, etc.
This template will create a person in EveryAction from every new Salesforce record. This could be used with Salesforce contacts, leads, etc.
- When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create or Update ContactAttempts to find a matching contact and updates it. If a contact record is not found, it creates it.
ActionWriteCreate a new record or update an existing record in your app.
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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 foundVANID
External ID Type
External ID
Activist Codes
Survey Questions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VANID
External ID Type
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VANID
External ID Type
External ID
NoteRequired
Note CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Id Copy
VANID
External ID Type
External ID
Contact Mode
Prefix
First Name
Middle Name
Last Name
Suffix
Date of Birth
Common Name
Official Name
Preferred Contact Method
Email
Email Type
Subscription Status
Ignore Invalid Email
Phone Number
International Dialing Prefix
Phone Type
Phone Extension
Is Preferred Phone
Phone Opt-In Status
Phone Number 2
International Dialing Prefix 2
Phone Type 2
Phone Extension 2
Is Preferred Phone 2
Phone Opt-In Status 2
Ignore Invalid Phones
Address Line 1
Address Line 2
Address Line 3
City
State or Province Code
Postal Code
Country Code
Address Type
Activist Codes
Email Interests
Note
Note Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Batch NumberRequired
Batch Name
DesignationRequired
Expected Contribution Count
Expected Contribution Total Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VANID
External ID Type
External ID
EmailRequired
Email Type
Subscription Status
Email Interests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Min Match Req Copy
Person Id Copy
VANID
External ID Type
External ID
Contact Mode
Prefix
First Name
Middle Name
Last Name
Suffix
Date of Birth
Common Name
Official Name
Email
Phone Number
International Dialing Prefix
Address Line 1
Address Line 2
Address Line 3
City
State or Province Code
Postal Code
Country Code
Information to Return
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 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 foundVANID
External ID Type
External ID
Activist CodesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VANID
External ID Type
External ID
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VANID
Contact External ID Type
Contact External ID
DesignationRequired
Date ReceivedRequired
AmountRequired
Source Code
Payment MethodRequired
StatusRequired
Financial Batch
Direct Marketing Code
Notes
Online Reference Number
External Contribution ID Type
External Contribution ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VANID
External ID Type
External ID
Survey QuestionsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Id Copy
VANID
External ID Type
External ID
Contact Mode
Prefix
First Name
Middle Name
Last Name
Suffix
Date of Birth
Common Name
Official Name
Preferred Contact Method
Email
Email Type
Subscription Status
Ignore Invalid Email
Phone Number
International Dialing Prefix
Phone Type
Phone Extension
Is Preferred Phone
Phone Opt-In Status
Phone Number 2
International Dialing Prefix 2
Phone Type 2
Phone Extension 2
Is Preferred Phone 2
Phone Opt-In Status 2
Ignore Invalid Phones
Address Line 1
Address Line 2
Address Line 3
City
State or Province Code
Postal Code
Country Code
Address Type
Activist Codes
Email Interests
Note
Note Category
Contribution Copy
DesignationRequired
Date ReceivedRequired
AmountRequired
Source Code
Payment MethodRequired
StatusRequired
Financial Batch
Direct Marketing Code
Notes
Online Reference Number
External Contribution ID Type
External Contribution ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Online Actions FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search KeywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch KeywordRequired
Batch NumberRequired
Batch Name
DesignationRequired
Expected Contribution Count
Expected Contribution Total Amount
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 EveryAction
Related categories
