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Quickly connect Fluxx to Salesforce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Fluxx with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Record Created" from Fluxx.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Fluxx 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.
- Record Created
Triggers when a record is created.
Try ItTriggerInstant - Create Record
Creates a new record.
ActionWrite - Update Record
Updates an existing record.
ActionWrite - Download Document by ID
Downloads a document by ID.
ActionSearch
- Record Updated
Triggers when a record is updated. Based on a field of your choosing.
Try ItTriggerInstant - MethodRequired
- Path Help
- PathRequired
ActionWrite- Record IDRequired
- Returned Field(s)
- Upload FileRequired
- Document Name (including extension)Required
- Doc LabelRequired
- Doc Type ID
ActionWrite- Find Record
Searches for records by a field and value of your choosing.
ActionSearch
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