edoobox + Salesforce
Add new edoobox users as Salesforce contacts
Whenever a new user is created in edoobox, they will be added as a Salesforce contact automatically. If you'd like, you can add the user to a campaign with another step.
Whenever a new user is created in edoobox, they will be added as a Salesforce contact automatically. If you'd like, you can add the user to a campaign with another step.
- When this happens...
New User CreatedTriggers when a new user is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCreates a new contact.
ActionWriteCreate a new record or update an existing record in your app.
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New Booking Created
Triggers when a new booking is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Booking Updated
Triggers when an existing booking is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Date (Polling)
Triggers when a new date is added. Using this option will not always give you all additional fields (e.g. Offer Name).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice (Polling)
Triggers when a new invoice is added. Using this option will not always give you all additional fields (e.g. Offer Name).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Offer Created
Triggers when a new offer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer Updated
Triggers when an existing offer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Promotion (Polling)
Triggers when a new promotion is added. Using this option will not always give you all additional fields (e.g. Offer Name).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew User (Polling)
Triggers when a new user is added. Using this option will not always give you all additional fields (e.g. Offer Name).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
Date StartRequired
Date EndRequired
Room ID
Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
CampaignRequired
StartRequired
EndRequired
Booking maximumRequired
Total awardRequired
Minimum AmountRequired
CurrencyRequired
Code AliasRequired
OffsettingRequired
SettlementRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer ID (Owner)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IDRequired
Date Create (From)Required
Date Create (To)
ActionThis is an event a Zap performs.SearchFind existing data in your appPromotionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer IDRequired
Offer ID
Waiting ListRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Category IDRequired
Is MultiOffer
NumberRequired
TypeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearchRequired
GenderRequired
First NameRequired
Last NameRequired
Status
Main Customer
Street
Postcode
Location
Country
Language Key
Phone Number
Email
Company
Additional Data 01
Additional Data 02
Additional Data 03
Additional Data 04
Additional Data 05
Additional Data 06
Additional Data 07
Additional Data 08
Additional Data 09
Additional Data 10
Additional Data 11
Additional Data 12
Additional Data 13
Additional Data 14
Additional Data 15
Additional Data 16
Additional Data 17
Additional Data 18
Additional Data 19
Additional Data 20
Additional Data 21
Additional Data 22
Additional Data 23
Additional Data 24
Additional Data 25
Additional Data 26
Additional Data 27
Additional Data 28
Additional Data 29
Additional Data 30
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
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.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.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
New Booking (Polling)
Triggers when a new booking is added. Using this option will not always give you all additional fields (e.g. Offer Name).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Date Created
Triggers when a new date is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Created
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
Triggers when an existing invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Offer (Polling)
Triggers when a new offer is added. Using this option will not always give you all additional fields (e.g. Offer Name).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Promotion Created
Triggers when a new promotion is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User Created
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer IDRequired
Offer ID
Waiting ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Category IDRequired
Is MultiOffer
NameRequired
NumberRequired
TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GenderRequired
First NameRequired
Last NameRequired
Status
Main Customer
Street
Postcode
Location
Country
Language Key
Phone Number
Email
Company
Additional Data 01
Additional Data 02
Additional Data 03
Additional Data 04
Additional Data 05
Additional Data 06
Additional Data 07
Additional Data 08
Additional Data 09
Additional Data 10
Additional Data 11
Additional Data 12
Additional Data 13
Additional Data 14
Additional Data 15
Additional Data 16
Additional Data 17
Additional Data 18
Additional Data 19
Additional Data 20
Additional Data 21
Additional Data 22
Additional Data 23
Additional Data 24
Additional Data 25
Additional Data 26
Additional Data 27
Additional Data 28
Additional Data 29
Additional Data 30
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Date StartRequired
Date EndRequired
Room ID
Offer IDRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPromotionRequired
NameRequired
CampaignRequired
StartRequired
EndRequired
Booking maximumRequired
Total awardRequired
Minimum AmountRequired
CurrencyRequired
Code AliasRequired
OffsettingRequired
SettlementRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew 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.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
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.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
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 found
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