ExhibitDay + Salesforce

Create ExhibitDay events from new Salesforce records

This Zap allows you to automatically add new Salesforce calendar events into ExhibitDay. If you manage your schedule of trade shows and exhibits in Salesforce, the events can get imported into ExhibitDay (where you can plan the events.)

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!
Create an Event
Creates a new Event in ExhibitDay.
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
- Filter by Event
Trigger
Polling
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- Filter by Commenter (the user who added the comment)
- Filter by Event
Trigger
Polling
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- Filter by Assignee
- Filter by Event
Trigger
Polling
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- Filter by Event
- Filter by Assignee
Trigger
Polling
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- Task NameRequired
- Event Id
- Task Assignee User Id
- Due Date
- Details / Description
- Integration Metadata Field 1
- Integration Metadata Field 2
- Integration Metadata Field 3
- Integration Metadata Field 4
- Integration Metadata Field 5
Action
Write
- Event IdRequired
- Event Name
- Event Start Date
- Event End Date
- Event Format
- Event Star Rating
- Event Website URL
- Event Venue Name
- Booth Size
- Booth Number
- Event Notes
- Booth Notes
- Budget Notes
- ROI Notes
- Event Budget - Booth Reservation
- Event Budget - Booth Services
- Event Budget - Attendee Registrations
- Event Budget - Travel Reservations
- Event Budget - Giveaways
- Event Budget - Shipments
- Event Budget - Miscellaneous Expenses
- Event Budget - Sponsorships
- ROI - Number of Leads
- ROI - Number of Booth Impressions
- ROI - Number of Sponsorship Impressions
- ROI - Number of Media Impressions
- ROI - Number of Meetings with Existing Customers
- ROI - Number of Meetings with New Customers
- ROI - Actual Sales Amount
- ROI - Potential Sales Amount
- Integration Metadata Field 1
- Integration Metadata Field 2
- Integration Metadata Field 3
- Integration Metadata Field 4
- Integration Metadata Field 5
Action
Write
- Search ResultsRequired
- Filter by Event Date Category
- Filter by Event Format
- Filter by Event Start Rating
- Filter by Text in the Name of the Event
- Filter by Event Tag
- Filter by Custom Event Field
- Filter by Custom Event Field - Value
- Filter by Event "Integration Metadata Field 1"
- Filter by Event "Integration Metadata Field 2"
- Filter by Event "Integration Metadata Field 3"
- Filter by Event "Integration Metadata Field 4"
- Filter by Event "Integration Metadata Field 5"
- Include Event Custom Fields in the Search Results
Action
Search
- Filter by Budget Year
Action
Search
Retrieve a Single Event by Id
Retrieves an Event by its ExhibitDay Event Id.
Action
Search

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
- Filter by Event Date Category
- Filter by Event Format
- Filter by Event Participation Type
Trigger
Polling
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- Filter by Assignee
- Filter by Event
Trigger
Polling
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- Filter by Completer (the user that marked the task as completed)
- Filter by Assignee
- Filter by Event
Trigger
Polling
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- Filter by Event Date Category
- Filter by Event Format
- Filter by Event Participation Type
- Filter by Event Star Rating
- Filter by Tag
Trigger
Polling
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- Event NameRequired
- Event Start DateRequired
- Event End DateRequired
- Event Format
- Integration Metadata Field 1
- Integration Metadata Field 2
- Integration Metadata Field 3
- Integration Metadata Field 4
- Integration Metadata Field 5
Action
Write
- TaskRequired
- CommentRequired
Action
Write
- Task IdRequired
- Task Name
- Task Status
- Due Date
- Assignee User Id
- Details
- Integration Metadata Field 1
- Integration Metadata Field 2
- Integration Metadata Field 3
- Integration Metadata Field 4
- Integration Metadata Field 5
Action
Write
- Filter by Event Date Category
- Filter By A Specific Event
Action
Search
- Search ResultsRequired
- Filter by Event
- Filter by Completion Status
- Filter by Due Date
- Filter by Assignee
- Filter by Text in the Name of the Task
- Filter by Task "Integration Metadata Field 1"
- Filter by Task "Integration Metadata Field 2"
- Filter by Task "Integration Metadata Field 3"
- Filter by Task "Integration Metadata Field 4"
- Filter by Task "Integration Metadata Field 5"
Action
Search
Retrieve a Single Task by Id
Retrieves an Task by its ExhibitDay Task Id.
Action
Search

About ExhibitDay

ExhibitDay is a trade show planning and event project management platform for trade show managers, exhibitors, and event teams.

Related categories

Event Management

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

ExhibitDay + Salesforce

Create ExhibitDay events from 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

A Task Is Created

A Comment Is Added to Task

A Task Becomes Overdue

A Task Is Updated

Create a Task

Update an Event

Find Events (Advanced Search)

Find Miscellaneous Annual Expenses

Retrieve a Single Event by Id

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

An Event Is Created

A Task Is Assigned to Someone

A Task Is Completed

An Event Is Updated

Create an Event

Add a Comment to a Task

Update a Task

Find Event Costs

Find Tasks (Advanced Search)

Retrieve a Single Task by Id

About ExhibitDay

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces