Connect Salesforce and SolarWinds Service Desk to power AI-driven automation

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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

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Create Asset" in SolarWinds Service Desk.

You’re connected!

Zapier seamlessly connects Salesforce and SolarWinds Service Desk, 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 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
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
- 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 Asset
New asset in your inventory.
Trigger
Polling
Try It
New Contract
New contract was added.
Trigger
Polling
Try It
New Incident
Triggers when a new incident is created.
Trigger
Polling
Try It
New Release
New release in your service desk.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
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- Name
  Required
- Manufacturer
  Required
- Type
  Required
- Status
  Required
- Model
- Serial Number
- Asset ID
- IP Address
- Description
- Owner's Email Address
- User's Email Address
- Site
- Department
Action
Write
- Name
  Required
- Manufacturer Name
  Required
- Status
  Required
- License Type
  Required
- Start Date
- End Date
- Note
- Site
- Department
Action
Write
- Title
  Required
- Priority
  Required
- Requester's Email Address
  Required
- Description
- Assign to User by Email Address
- Due Date
- Site
- Department
- Related Problem Number
- Category
- Subcategory
Action
Write
- Requester's Email Address
  Required
- State
  Required
- Title
  Required
- Description
- Plan
- Build
- Deploy
- Assignee Email Address
- Approver Email Address
- Priority
- Site
- Department
- Planned Start
- Planned End
Action
Write
- Email
  Required
- First Name
- Last Name
- Phone Number
- Site
- Department
- Role
Action
Write

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
- SOSL Query
  Required
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
New Change
New change in your service desk.
Trigger
Polling
Try It
New Hardware
New hardware in your inventory.
Trigger
Polling
Try It
New Problem
New problem in your service desk.
Trigger
Polling
Try It
New Risk
New risk was detected.
Trigger
Polling
Try It
New User
New user in your account.
Trigger
Polling
Try It
- Title
  Required
- State
  Required
- Requester's Email Address
  Required
- Priority
  Required
- Description
- Assignee Email Address
- Site
- Department
- Approver Email Address
- Change Plan
- Test Plan
- Rollback Plan
- Planned Start
- Planned End
- Related Release Number
- Related Problem Number
Action
Write
- Name
  Required
- Serial
  Required
- IP Address
- Category
- Status
- Manufacturer
- Site
- Department
- Tag
- Owner's Email Address
Action
Write
- Requester's Email Address
  Required
- State
  Required
- Title
  Required
- Description
- Root Cause
- Symptoms
- Workaround
- Assignee Email Address
- Priority
- Site
- Department
Action
Write
- State
  Required
- Name
  Required
- Description
- Appear on Portal Home
- Related Incident Number
Action
Write

For AI agents & developers

Use Salesforce and SolarWinds Service Desk with AI agents and code

Beyond Zap workflows. Call Salesforce and SolarWinds Service Desk actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Salesforce and SolarWinds Service Desk actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Contact to Campaign
Create Asset

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Salesforce and SolarWinds Service Desk actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* salesforce / samanage action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Salesforce and SolarWinds Service Desk

Match new hardware to accounts

When new hardware is added in SolarWinds Service Desk, Zapier updates the relevant account details in Salesforce. This automation ensures accurate record-keeping and provides engineers with real-time data alignment between asset management systems and CRM platforms.

Engineering

Try it

Create incidents for closed Salesforce opportunities

When an opportunity is closed in Salesforce, Zapier automatically creates a corresponding incident in SolarWinds Service Desk. This helps IT teams proactively monitor and address any technical tasks or support requests tied to newly won deals, ensuring smoother operations without manual handovers.

Try it

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

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

Learn about AI automation

Frequently Asked Questions about Salesforce + SolarWinds Service Desk integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and SolarWinds Service Desk

How do I set up the integration between Salesforce and SolarWinds Service Desk?

To set up the integration, access our integration platform, authenticate both Salesforce and SolarWinds Service Desk, and configure triggers and actions. For instance, if a new case is created in Salesforce (trigger), the integration can create a corresponding incident in SolarWinds Service Desk (action).

Can I customize what information gets transferred between Salesforce and SolarWinds Service Desk?

Yes, you can customize data mapping between the two platforms to ensure that only specific fields or sections are transferred. This customization happens during the action step where you define how data from a Salesforce trigger populates into a SolarWinds action.

What kind of triggers can be used for this integration?

Common triggers include new records such as cases or contacts being created in Salesforce. Each trigger can prompt an action within SolarWinds Service Desk like opening a ticket or updating an existing record.

Are there pre-built templates for common workflows?

Yes, we offer several pre-built templates allowing for quick setup of common workflows such as automatically creating tickets in SolarWinds when issues are logged in Salesforce. These templates help streamline the configuration process.

How does error handling work during the integration process?

Our platform provides detailed logging and error tracking capabilities. If an action fails due to incorrect configurations or data issues, you will receive notifications with information on how to troubleshoot and resolve these errors.

Can I test the integration before going live?

Yes, we recommend using our testing feature to run simulations of your integrations which allows you to verify that your triggers and actions are working as expected before fully activating them.

Is it possible to automate updates from SolarWinds back into Salesforce?

Absolutely. Just like forward integrations from Salesforce to SolarWinds, you can set triggers within SolarWinds (like status changes) that automate updates or notifications back into Salesforce as actions.

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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About SolarWinds Service Desk

Modern IT management. Cloud-based IT service desk and asset management solution you'll love to use.