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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

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App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Completed Task" from Flow.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects Flow and Salesforce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workspace
Trigger
Polling
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- Workspace
Trigger
Polling
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New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It

- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Workspace
Trigger
Polling
Try It
- Task Name
  Required
- Task Note
- Team
  Required
- Project
- Section
- Assignee
- Due Date
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- 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 Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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Connect Flow and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Salesforce on the Zapier blog

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Frequently Asked Questions about Flow + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Flow and Salesforce

How do I set up a Flow integration with Salesforce?

To integrate Flow with Salesforce, you'll first need to ensure you have the necessary permissions in both systems. Start by logging into your Flow account, navigate to the 'Integrations' page, and select Salesforce from the list. You will then be prompted to log into your Salesforce account and grant the required permissions for data access. Our system will guide you through configuring triggers and actions that suit your needs.

What triggers are available when using Flow with Salesforce?

When integrating with Salesforce, you can use triggers like 'New Record', 'Updated Record', or 'Deleted Record'. These allow us to automatically start actions in Flow whenever specific changes happen in your Salesforce data.

Can I use custom objects in my Flow and Salesforce integration?

Yes, you can use custom objects from your Salesforce instance as part of your integration. When setting up triggers or actions, you'll have the option to select either standard or custom objects based on what best fits your workflow.

Are there any limitations to consider when integrating Flow with Salesforce?

Some limitations include API call limits set by Salesforce which may impact how frequently certain triggers and actions can be executed. Additionally, complex workflows involving multiple steps may require careful setup to ensure data synchronization aligns smoothly between platforms.

How can Flow handle record updates from Salesforce?

Flow supports handling record updates triggered by changes in specific fields within a Salesforce object. You can define a trigger such as 'Updated Record' and specify which fields should initiate a sequence of actions whenever they change.

Is it possible to trigger multiple actions in Flow from one event in Salesforce?

Yes, once a trigger event is captured from Salesforce, such as a new lead or opportunity creation, you can configure multiple subsequent actions within Flow. This might include sending notifications, updating other applications, or archiving records without manual intervention.

What types of actions can be performed in Salesforce via Flow integrations?

'Create Record', 'Update Record', and 'Find Record' are among the common actions we support that allow seamless interactions between Flow and your existing processes within Salesforce. This helps automate key tasks right from within our platform.

About Flow

Flow is a task management solution that offers an online web application, iOS mobile app, and a native Mac OS X application for users.

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Related categories

Task Management

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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