Salesforce + Taximail

Send Taximail emails for new Salesforce records

Efficient tracking of Salesforce activities can significantly improve your sales and customer relationship processes. With this integration, whenever a new record is created for specified Salesforce objects—including contacts, leads, or opportunities—Taximail will send an email automatically. These real-time email notifications keep you informed and ready to act swiftly and effectively in your sales and customer management roles.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Send Email
Create and send a new email message.
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
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- 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
- Campaign TypeRequired
- CampaignRequired
- Only First OpenedRequired
Trigger
Instant
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- Campaign TypeRequired
- CampaignRequired
Trigger
Instant
Try It
- Title
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Body TypeRequired
Action
Write
- SubjectRequired
- From NameRequired
- From EmailRequired
- To NameRequired
- To EmailRequired
- Body TypeRequired
- Cc
- Bcc
- Reply Name
- Reply Email
- Transactional Group Name
- Priority
- Report Type
- Message ID ModeRequired
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
Try It
- 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
- Campaign TypeRequired
- CampaignRequired
- Only First ClickedRequired
- UrlRequired
Trigger
Instant
Try It
- Campaign TypeRequired
- CampaignRequired
Trigger
Instant
Try It
- Email addressRequired
- Tag nameRequired
Action
Write
- Email addressRequired
- Tag nameRequired
Action
Write
- From
- To NumberRequired
- MessageRequired
- Report Webhook
- Transactional Group Name
- Generate Link
- Message ID ModeRequired
Action
Write

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

About Taximail

Taximail is an email marketing platform that allows you to create professional email marketing campaigns.

Related categories

Marketing

Related Zap Templates

Send SMS in Taximail for new Salesforce records

Related Zap Templates

Send SMS in Taximail for new Salesforce records

Salesforce + Taximail

Send Taximail emails for new Salesforce records

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

Email Opened

Unsubscriber

API Request (Beta)

Send Email

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

Link Clicked

Resubscribe

Add Subscriber's Tag

Remove Subscriber's Tag

Send SMS

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Taximail

Related categories

Related Zap Templates

Related Zap Templates