Salesforce + SubcontractorHub
Update projects in SubcontractorHub when records are updated in Salesforce
Keep your subcontractor projects updated seamlessly with this Salesforce to SubcontractorHub workflow. Whenever a record is modified in Salesforce, it prompts an immediate project update in SubcontractorHub. This efficient process not only eliminates manual data entry but also ensures your projects are consistently up-to-date, driving better project management and coordination.
Keep your subcontractor projects updated seamlessly with this Salesforce to SubcontractorHub workflow. Whenever a record is modified in Salesforce, it prompts an immediate project update in SubcontractorHub. This efficient process not only eliminates manual data entry but also ensures your projects are consistently up-to-date, driving better project management and coordination.
- When this happens...
Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Update ProjectUpdate Project in SubontractorHub
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMaterial Name
Description
Delivery Type
ManufacturerRequired
SKURequired
Part NumberRequired
TypeRequired
Job TypeRequired
Pack SizeRequired
QuantityRequired
Active
No Of ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Email
Phone
StreetRequired
CityRequired
StateRequired
Postal CodeRequired
Country
Country Code
Job TypeRequired
OrganizationRequired
Lead Source
Lead Sub Source
Do Not Text
Do Not Call
Do Not Email
Spanish
Preferred Contact Method
Referred By
Sales Notes
Qualifying Representative
Campaign Number
Lead Score
Custom Fields
Select Owner
Owner Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job TypeRequired
StreetRequired
CityRequired
StateRequired
Postal CodeRequired
First NameRequired
Last NameRequired
EmailRequired
Module NameRequired
Module WattsRequired
Module Total PanelsRequired
Battery NameRequired
Battery PriceRequired
Battery Size (kwh)Required
Battery QuantityRequired
OrganizationRequired
External IdRequired
TerritoryRequired
Finance Partner
Finance Rate
Finance Term
Finance Escalator
Down Payment
Contract Amount
Financed Amount
Utility Company
System Size
Annual Usage
Annual Production
Contract URL
Shade Report URL
Design URL
Contract Signed Date
Sales Rep Full Name
Sales Rep Email
Sales Rep First Name
Sales Rep Last Name
Owner Email
Inverter Name
Inverter Manufacturer
Inverter Quantity
Module Manufacturer
Battery Manufacturer
Price Per Watt
Customer Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unique IdRequired
Organization
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ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Select Active Users
get the list of active users for the selected organization
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJob TypeRequired
TypeRequired
CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Phone
StreetRequired
City
StateRequired
Postal CodeRequired
Country
Latitude
Longitude
Job TypeRequired
Setter Email
Sales Rep First Name
Sales Rep Last Name
Sales Rep Email
Sales Rep Phone
Sales Rep His Number
Lead Source
Lead Sub Source
Lead Score
Notes
OrganizationRequired
Company
Description
From Url
Status
Annual Revenue
Employees
Email Opt Out
Utm Campaign
Utm Source
Utm Medium
Utm Content
Utm Term
website
Engagement History
Spanish
Preferred Contact Method
Referred By
Do Not Call
Do Not Text
Legal
Default Timezone
External Lead Id
state
Territory
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unique IdRequired
Finance Partner
Finance Term Year
Finance Rate
Finance PPW
Finance Monthly Payment
OrganizationRequired
Contract Signed URL
County
Country
Latitude
Longitude
Downpayment
Discounts Total
Base System Cost
Battery Total
Adders Total
Dealer Fee
Contract Amount
Utility Company
Utility Bill
Module Manufacturer
Inverter Name
Inverter Manufacturer
Inverter Quantity
Annual Production
Annual Usage
System Size (KW)
Finance Type
Contract Type
Finance Escalator Rate
Last Name
Phone
Owner Email
Sales Representation Name
Current Stage
Sales Representation Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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