Guru + Salesforce
Create new Salesforce records every time a card is created in Guru
Simplify your workflow with this seamless automation that creates a new record in Salesforce whenever a new card is added in Guru. By linking these two powerful applications, it ensures streamlined data entry and reduces time spent on manual updates. Ideal for streamlining sales management, this workflow enhances your productivity and keeps your Salesforce database up-to-date effortlessly.
Simplify your workflow with this seamless automation that creates a new record in Salesforce whenever a new card is added in Guru. By linking these two powerful applications, it ensures streamlined data entry and reduces time spent on manual updates. Ideal for streamlining sales management, this workflow enhances your productivity and keeps your Salesforce database up-to-date effortlessly.
- When this happens...
Card CreatedTriggers when a new Card is published.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWriteCreate a new record or update an existing record in your app.
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Collection IDRequired
ThresholdRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Tag
Triggers when a new Tag is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User EmailRequired
Invite User?Required
Group NameRequired
Create Group?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QuestionRequired
Agent ID
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.WriteCreate a new record or update an existing record in your app.Guru Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User EmailRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TextRequired
Desired number of Card results
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermsRequired
Max Results
Include Content
Agent ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTextRequired
Desired number of Card results
ContentRequired
TitleRequired
Collection 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 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
Collection IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Collection
Triggers when a new Collection is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Group
Triggers when a new Group is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Card IDRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
TitleRequired
Collection IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User EmailRequired
Message
Group
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card Title or IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card TitleRequired
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 appNew 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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