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How Zapier works
Zapier makes it easy to integrate Metaview 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 "New Conversation" from Metaview.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Metaview 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.
- copy2
- Trigger onRequired
- PrivateRequired
- LabelRequired
- copy
- Trigger automatically when AI Notes are generated?Required
Try ItTriggerInstant- Conversation IDRequired
- Property nameRequired
- Property typeRequired
- Copy
ActionWrite- Conversation IDRequired
- Property nameRequired
ActionSearch- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling
- Trigger onRequired
- Property name
Try ItTriggerInstant- Conversation IDRequired
ActionSearch- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling
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