Using the Salesforce New Note Action#

The "new note" Action for Salesforce is really special. Unlike other actions, it enables a few powerful integrations not available for most services on Zapier.

Creating notes allows you to log anything back into Salesforce. For example, log email campaign data from Campaign Monitor into Salesforce Contacts, or store Evernote Notes automatically on the appropriate Leads. Let's take a look at how it works.

Salesforce New Note Action

There are two key fields for "New Note" that are different from every other Salesforce action: "Object Type" and "Object Lookup by Name or Email". These fields allow you to "Lookup" which object inside Salesforce to attach the note to.

Object Type: Choose from a fixed list of available objects that support notes. This will be the type of object the lookup is performed upon.

Object Type

Object Lookup by Name or Email: Provide a full name or an email address to specify which record to attach the note to. Like all Action Fields, you can Map the name or email from the Trigger.

Zapier will make it's best guess to use either Name or Email based on your "Object Type" choice and the format of the content inside the "Name of Email" field when the Zap runs.

Completed New Note Action

In the final screenshot, you can see that Zapier will find "accounts" with the "name" passed in from the trigger (in the screenshot above, the live preview shows "Chatter Expert" which is the name of my sample trigger data). Finally, the title of the note will be set to the email address from the trigger.

Note: If you're using the new Salesforce Lightning experience, notes can be found under "Notes and Attachments", which you may have to explicitly enable in your settings. This is distinct from the standard "Notes" view which may be present by default and has to be enabled separately).