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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Comment Deleted" from OnRamp.

Add your action

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

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Zapier seamlessly connects OnRamp 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.

Comment Deleted
Triggers when a comment is deleted.
Trigger
Instant
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Comment Created
Triggers when a new comment is created.
Trigger
Instant
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Comment Edited
Triggers when a comment is edited.
Trigger
Instant
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Customer Invited to Project
Triggers when a Customer is invited to a Project.
Trigger
Instant
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Module Deleted
Triggers when a project module is deleted.
Trigger
Instant
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Project Archived
Triggers when a project is archived.
Trigger
Instant
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Project Note Created
Triggers when a project note is created.
Trigger
Instant
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Project Note Updated
Triggers when a project note is updated.
Trigger
Instant
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Subtask Created
Triggers when a subtask is created.
Trigger
Instant
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Subtask Updated
Triggers when a subtask is updated.
Trigger
Instant
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Task Created
Triggers when a new task is created.
Trigger
Instant
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Task Updated
Triggers when a project task is updated.
Trigger
Instant
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- Name
  Required
- Email Address
  Required
- Mailing Address
  Required
Action
Write
- Task ID
  Required
Action
Write
- Customer ID
  Required
- Customer Name
- Email Address
- Physical Address
Action
Write
- Data Field Value UUID
  Required
- Data Field Value
  Required
Action
Write
- Task ID
  Required
- Task Name
Action
Write
- Project ID
  Required
- Project Name
Action
Write
- Data Field Name
- Is Archived
- Is Required
- Object Type Code
- Data Field Type
- Apply On Creation
Action
Search
- Project Name
- Owner ID
- Owner Email
- Customer Account ID
- Tag ID
- Status ID
- External ID
- Has Data Field UUID
- Data Field Value
Action
Search
- Project UUID
  Required
Action
Search
- Task Name
- Is Overdue
- Assigned User Email
- Project ID
Action
Search
- Role Name
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- 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 Object
  Required
Trigger
Polling
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- 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

Comment Mention
Comment when a mention is included in a comment.
Trigger
Instant
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Comment Reply
Triggers when a user replies to a comment.
Trigger
Instant
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Project Created
Triggers when a new project is created.
Trigger
Instant
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Module Created
Triggers when a new project module is created.
Trigger
Instant
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Module Updated
Triggers when a project module is updated.
Trigger
Instant
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Project Completed
Triggers when a project is completed.
Trigger
Instant
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Project Note Deleted
Triggers when a project note is deleted.
Trigger
Instant
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Subtask Completed
Triggers when a subtask is completed.
Trigger
Instant
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Subtask Deleted
Triggers when a subtask is deleted.
Trigger
Instant
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Task Completed
Triggers when a task is marked as completed.
Trigger
Instant
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Task Deleted
Triggers when a task is removed from a project.
Trigger
Instant
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Project Updated
Triggers when a Project's details are updated.
Trigger
Instant
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- Module UUID
  Required
- Task Name
  Required
- Task Description
- Task Start Date
- Task Due Date
- Task Type
  Required
- Task Assignee
- Task Assignee Restrictions
Action
Write
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- User Role
  Required
- Phone Number
- Job Title
- Job Description
Action
Write
- Data Field UUID
  Required
- Data Field Name
- Data Field Description
- Data Field Default Value
- Data Field Is Required
- Data Field Is Apply On Creation
- Data Field Is Archived
Action
Write
- Module ID
  Required
- Module Name
Action
Write
- User ID
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Is Active
- User Role
Action
Write
- Customer Name
  Required
Action
Search
- Module Name
- Project Name
- Maximum Completed Percentage
- Minimum Completed Percentage
Action
Search
- Project Name
- Project Owner Email Address
Action
Search
- Task Name
- Project ID
- Is Overdue
- Assigned User ID
- Assigned User Email
- Tag ID
- Status ID
- Project External ID
- Has Data Field UUID
- Data Field Value
Action
Search
- First Name
- Last Name
- Email Address
- Is Customer User
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- 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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Automate your way to actionable, up-to-date data

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About OnRamp

OnRamp is a customer onboarding and collaboration application

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Related categories

Project Management

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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