Salesforce + Wooxy

Send triggered emails via Wooxy for new Salesforce records

This Zap automates the process of sending a triggered email whenever a new record is created in Salesforce. It integrates seamlessly with Wooxy to handle email dispatch, ensuring timely communication with new Salesforce leads.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Send Triggered Email
Send a new triggered Email message with a template saved in your SmartSender account.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- 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
- Select DomainRequired
- Email
- Phone Number
- User Id
Action
Write
- DomainRequired
- Phone NumberRequired
- From Name
- TextRequired
Action
Write
- Select DomainRequired
- ContactRequired
- Template IdRequired
Action
Write
- Bot IdRequired
- ContactRequired
- Template IdRequired
Action
Write
- Select DomainRequired
- ContactRequired
- Template IdRequired
- TTL
Action
Write
- Select DomainRequired
- Create new contactRequired
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- 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 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
- DomainRequired
- Custom EventRequired
- ContactRequired
- Event's date and time
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Content
- UTM Term
- zapierEventVariable1
- zapierEventVariable2
- zapierEventVariable3
- zapierEventVariable4
- zapierEventVariable5
- zapierEventVariable6
- zapierEventVariable7
- zapierEventVariable8
- zapierEventVariable9
- zapierEventVariable10
- zapierEventVariable11
- zapierEventVariable12
- zapierEventVariable13
- zapierEventVariable14
- zapierEventVariable15
Action
Write
- From EmailRequired
- From Name
- To EmailRequired
- To Name
- Reply To EmailRequired
- Reply To Name
- SubjectRequired
- HtmlRequired
Action
Write
- Bot IdRequired
- ContactRequired
- TextRequired
- Button TextRequired
- Button LinkRequired
Action
Write
- Select DomainRequired
- ContactRequired
- From Name
- TextRequired
Action
Write
- Select DomainRequired
- СontactRequired
- Viber Sender Name
- Template IdRequired
- TTL
Action
Write
- Contact List IdRequired
- ContactRequired
- TitleRequired
- TextRequired
- Link
- Image
- TTL
Action
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 Wooxy

Wooxy provides Email | SMS | Push marketing omni-channel automation and analytical tools companies need to create great customer retention.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Salesforce + Wooxy

Send triggered emails via Wooxy for new Salesforce records

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

Remove Contact

Send SMS

Send Triggered Email

Send Triggered Telegram Message

Send Triggered Web Push

Add / Update Contact

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

Fire Event

Send Email

Send Telegram Message

Send Triggered SMS

Send Triggered Viber Message

Send Web Push

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Wooxy

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates