Fluxx + Salesforce

Create Salesforce contacts from new Fluxx grantees

Keep your CRM records aligned. Whenever a new grantee registers via the Fluxx portal, this workflow creates a matching contact in Salesforce, reducing manual data entry.

When this happens...
Record Created
Triggers when a record is created.
TriggerInstant
automatically do this...
Find Record by ID
Searches for a record by ID.
ActionSearch
then do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

Record Created
Triggers when a record is created.
Trigger
Instant
Try It
Create Record
Creates a new record.
Action
Write
Update Record
Updates an existing record.
Action
Write
Download Document by ID
Downloads a document by ID.
Action
Search
Find Record by ID
Searches for a record by ID.
Action
Search

Find by ID or Create Record
Finds or creates a specific find object by id.
Action
Search or 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
- 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
- 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

Record Updated
Triggers when a record is updated. Based on a field of your choosing.
Trigger
Instant
Try It
- MethodRequired
- Path Help
- PathRequired
Action
Write
- Record IDRequired
- Returned Field(s)
- Upload FileRequired
- Document Name (including extension)Required
- Doc LabelRequired
- Doc Type ID
Action
Write
Find Record
Searches for records by a field and value of your choosing.
Action
Search
Find or Create Record
Finds or creates a specific find object.
Action
Search or write
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
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
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
- ReportRequired
- 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 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

About Fluxx

Fluxx is a cloud-based grant management software designed for grantmakers of all sizes.

Related categories

Forms & Surveys

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

Related Zap Templates

Create Salesforce opportunities for new Fluxx applications

Related Zap Templates

Create Salesforce opportunities for new Fluxx applications

Fluxx + Salesforce

Create Salesforce contacts from new Fluxx grantees

Record Created

Create Record

Update Record

Download Document by ID

Find Record by ID

Find by ID or Create Record

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Record Updated

Custom Action

Upload Document

Find Record

Find or Create Record

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Run Report

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

About Fluxx

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates