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Create Issuetrak users from new Salesforce contacts
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Salesforce + Issuetrak

Create Issuetrak users from new Salesforce contacts

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Salesforce + Issuetrak

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Group" from Issuetrak.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects Issuetrak 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.

New Group
Triggers when a new group is created.
Trigger
Polling
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New User
Triggers when a new user is created.
Trigger
Polling
Try It
- Should this Group be Agent Only?
- Group ID
- Display Name
  Required
- Phone Number
- Email Address
- SMS Address
- Primary Organization
  Required
Action
Write
- User IID
- Groups to remove from the user
  Required
Action
Write
- Group IID
- Organizations to remove from the user
  Required
Action
Write

- User IID
- Organizations to add to the user
  Required
- Allow the user, with appropriate permissions, to edit Issues in the selected Organizations
  Required
- Allow the user to see (in lists) users in the selected Organizations
  Required
Action
Write
- IID of the Organization to update
  Required
- Name
- Is Internal
- Site Title
- Contact Person
- Contact User
- Secondary Contact User
- Tertiary Contact User
- Email
- Phone
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Web Address
- Email Domain
- Reply To Email Name
- Reply To Email Address
- Note
Action
Write

- Can Login
- Should the User be an agent?
- User ID
- First Name
  Required
- Last Name
  Required
- Display Name
  Required
- Phone Number
- Email Address
- SMS Address
- Time Zone
  Required
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary Organization
  Required
- Redirect After Issue Submit
  Required
- Home Page
  Required
Action
Write
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- IID exactly matches one of
- Search Cause Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- Iid exactly matches one of
- Search Name By
  Required
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Match Is Active On
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- Search Project Title By
  Required
- Search Project Code By
  Required
- Manager IID exactly matches one of
- Organization IID exactly matches one of
- Location IID exactly matches one of
- Match Is Open On
  Required
- Category IID exactly matches one of
- Substatus IID exactly matches one of
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- User IID matches one of
- Search User ID By
  Required
- Primary Organization Iid exactly matches one of
- Search Display Name By
  Required
- Match Is agent On
  Required
- Search First Name By
  Required
- Search Last Name By
  Required
- Search Phone Number By
  Required
- Search Email By
  Required
- Search SMS Address By
  Required
- Search Address Line One By
  Required
- Search Address Line Two By
  Required
- Search City By
  Required
- Search State By
  Required
- Search Zip/Postal Code By
  Required
- Search Country By
  Required
- Match Can Login On
  Required
- Match Active On
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Organization
Triggers when a new Organization is created.
Trigger
Polling
Try It
- IID of Group To Update
  Required
- Should the Group only allow agents?
- Name
- Phone Number
- Email Address
- SMS Address
- Primary Organization
Action
Write
- User IID
- Groups to add to the user
  Required
Action
Write
- Group IID
- Organizations to add to the group
  Required
- Allow members of the group, with appropriate permissions, to edit Issues in the selected Organizations
  Required
- Allow members of the group to see (in lists) users in the selected Organizations
  Required
Action
Write
- Name
  Required
- Is Internal
  Required
- Site Title
- Contact Person
- Email
- Phone
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Web Address
- Email Domain
- Reply To Email Name
- Reply To Email Address
- Note
Action
Write
- User IID
- Organizations to remove from the user
  Required
Action
Write
- IID of User To Update
  Required
- Can Login
- Active
- Should the User be an agent?
- First Name
- Last Name
- Display Name
- Phone Number
- Email Address
- SMS Address
- Time Zone
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary Organization
- Redirect After Issue Submit
- Home Page
Action
Write
- IID of User To Update
  Required
- Can Login
- Active
- Should the User be an agent?
- First Name
- Last Name
- Display Name
- Phone Number
- Email Address
- SMS Address
- Time Zone
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary Organization
- Redirect After Issue Submit
- Home Page
Action
Write
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Match Is Internal On
  Required
- Search Site Title By
  Required
- Search Contact Person By
  Required
- Search Email By
  Required
- Search Phone By
  Required
- Search Address Line One By
  Required
- Search Address Line Two By
  Required
- Search City By
  Required
- Search State By
  Required
- Search Postal Code By
  Required
- Search Web Address By
  Required
- Search Email Domain By
  Required
- Search Reply To Email Name By
  Required
- Search Reply To Email Address By
  Required
- Search Note By
  Required
Action
Search
- Field to search on
  Required
Action
Search
- IID exactly matches one of
- Search Issue Class Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- Search Issue Subject By
  Required
- Match Is Open On
  Required
- IssueType IID
- Cause IID
- Class IID
- Location IID
- Organization IID
- Priority IID
- Substatus IID
- Assigned To IID
- Submitted By IID
- Entered By IID
- Next Action IID
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Search Message By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Search Description By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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Connect Issuetrak and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Issuetrak to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Issuetrak

Issuetrak is an operational management platform to help you solve problems, control chaos, and experience less stress.

HelpHelp

Related categories

Customer Support

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Issuetrak and Salesforce to power AI-driven automation

Launch your first automated workflow

Create Issuetrak users from new Salesforce contacts

Create Issuetrak users from new Salesforce contacts

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Issuetrak and Salesforce to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Salesforce on the Zapier blog

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How to use Zapier's HubSpot Salesforce integration

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Make work flow with AI

Connect Issuetrak to Salesforce on the world's largest no-code automation platform