CoDo + Salesforce

Invite users to specified CoDo journeys with new updates to Salesforce case statuses

Looking to streamline your CoDo journey creation tasks? This Zap automatically invites users to a CoDo journey specified by the user when a status in the Salesforce case object is updated. It searches for contacts with the same Account ID value as the Account ID value of the case object in Salesforce and invites all users in the account to the specified CoDo journey at once.

Looking to streamline your CoDo journey creation tasks? This Zap automatically invites users to a CoDo journey specified by the user when a status in the Salesforce case object is updated. It searches for contacts with the same Account ID value as the Account ID value of the case object in Salesforce and invites all users in the account to the specified CoDo journey at once.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerPolling
  2. automatically do this...
    SalesforceSalesforce
    Find Record(s)

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    ActionSearch
  3. then do this!
    CoDoCoDo
    Invite User

    This action is for inviting new users to the journey.

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About CoDo

A training platform that turns repetitive, manual onboarding into automated, self-paced group journeys optimized for engagement, connection, retention, and scalability.

Related categories

  • Human Resources
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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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