Salesforce + VoIP.ms

Create Salesforce records from newly VoIP.ms calls

Having trouble tracking your customer success team calls? With the VoIP.ms + Salesforce integration, be sure calls received are added to your team activities.

When this happens...
Get Calls
Triggers when a new call record is created.
TriggerPolling
automatically do this!
Create Record
Creates a new record of a specified Salesforce object.
ActionWrite

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Supported triggers and actions

- AccountRequired
- Start
- Length
- Date FromRequired
- Date ToRequired
Trigger
Polling
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- ClientRequired
Trigger
Polling
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- From
- To
- Folder
Trigger
Polling
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- RangeRequired
- Type
- From
- To
Trigger
Polling
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- Phonebook ID
- Name
Trigger
Polling
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- ClientRequired
Trigger
Polling
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- Mailbox ID
Trigger
Polling
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- Date From
- Date to
- Predefined Range
- TypeRequired
Action
Write
- DIDRequired
- DestinationRequired
- MessageRequired
Action
Write
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

- Date FromRequired
- Date toRequired
- Answered
- No Answer
- Busy
- Failed
- Time ZoneRequired
- Call Type
- Call Billing
- Account
Trigger
Polling
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Get List of Clients
Triggers when a new client were created.
Trigger
Polling
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- Fax Number
Trigger
Polling
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Get Music on Hold
Triggers when a new Music On Hold record is created.
Trigger
Polling
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- AccountRequired
Trigger
Polling
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- From
- To
- SMS ID
- Message TypeRequired
Trigger
Polling
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- Client
- DID
Trigger
Polling
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- NumberRequired
- Sender NameRequired
- FromRequired
- Send Email Copy
- Send Email
- Station ID
- File or TextRequired
Action
Write
- FirstnameRequired
- LastnameRequired
- Company
- AddressRequired
- ZIPRequired
- CountryRequired
- CityRequired
- StateRequired
- Phone NumberRequired
- E-MailRequired
- Confirmation e-mailRequired
- PasswordRequired
- Confirmation PasswordRequired
- Activate Client?Required
- Balance Management
Action
Write
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
Try It
- 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

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

About VoIP.ms

VoIP.ms is a cloud-based, self-serve and contract-free communication platform. It enables business and home users with voice, SMS, and fax.

Related categories

Phone & SMS

Related Zap Templates

Create Salesforce records for new calls on VoIP.ms

Update records in Salesforce with new call recordings in VoIP.ms

Send text messages in VoIP.ms when new records are created in Salesforce

Salesforce + VoIP.ms

Create Salesforce records from newly VoIP.ms calls

Call Recordings

Get Charges

Fax Messages

Get Invoice

Get Phone Book

Reseller Balance

Get Voicemails

Get Invoice

Send SMS

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

Get Calls

Get List of Clients

Get Fax Numbers

Get Music on Hold

Get Registration Status

Get SMS Messages

Get DIDs Info

Send Fax Message

Create Client

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

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About VoIP.ms

Related categories

Related Zap Templates

Related Zap Templates