Issuetrak + Salesforce
Create Issuetrak users from new Salesforce contacts
Set up this integration to create a user in Issuetrak automatically after each new contact is added to Salesforce. This ensures that your contact records stay up to date in both systems, with no added clicks or keystrokes.
Set up this integration to create a user in Issuetrak automatically after each new contact is added to Salesforce. This ensures that your contact records stay up to date in both systems, with no added clicks or keystrokes.
- When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create UserCreates a User.
ActionWriteCreate a new record or update an existing record in your app.
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New 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.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.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
New Organization
Triggers when a new Organization is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planIID of Group To UpdateRequired
Should the Group only allow agents?
Name
Phone Number
Email Address
SMS Address
Primary Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IID
Groups to add to the userRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group IID
Organizations to add to the groupRequired
Allow members of the group, with appropriate permissions, to edit Issues in the selected OrganizationsRequired
Allow members of the group to see (in lists) users in the selected OrganizationsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Is InternalRequired
Site Title
Contact Person
Email
Phone
Address Line One
Address Line Two
City
State
Zip/Postal Code
Web Address
Email Domain
Reply To Email Name
Reply To Email Address
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IID
Organizations to remove from the userRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IID of User To UpdateRequired
Can Login
Active
Should the User be an agent?
First Name
Last Name
Display Name
Phone Number
Email Address
SMS Address
Time Zone
Should times displayed to this user respect Daylight Savings Time?
Address Line One
Address Line Two
City
State
Zip/Postal Code
Country
Primary Organization
Redirect After Issue Submit
Home Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IID of User To UpdateRequired
Can Login
Active
Should the User be an agent?
First Name
Last Name
Display Name
Phone Number
Email Address
SMS Address
Time Zone
Should times displayed to this user respect Daylight Savings Time?
Address Line One
Address Line Two
City
State
Zip/Postal Code
Country
Primary Organization
Redirect After Issue Submit
Home Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Search Name ByRequired
Match Is Internal OnRequired
Search Site Title ByRequired
Search Contact Person ByRequired
Search Email ByRequired
Search Phone ByRequired
Search Address Line One ByRequired
Search Address Line Two ByRequired
Search City ByRequired
Search State ByRequired
Search Postal Code ByRequired
Search Web Address ByRequired
Search Email Domain ByRequired
Search Reply To Email Name ByRequired
Search Reply To Email Address ByRequired
Search Note ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Search Issue Class Name ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Search Issue Subject ByRequired
Match Is Open OnRequired
IssueType IID
Cause IID
Class IID
Location IID
Organization IID
Priority IID
Substatus IID
Assigned To IID
Submitted By IID
Entered By IID
Next Action IID
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Search Name ByRequired
Search Message ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Search Name ByRequired
Search Description ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
ParentIid exactly matches one of
Search Name ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
ParentIid exactly matches one of
Search Name ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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.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.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 foundNew Group
Triggers when a new group is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShould this Group be Agent Only?
Group ID
Display NameRequired
Phone Number
Email Address
SMS Address
Primary OrganizationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IID
Groups to remove from the userRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group IID
Organizations to remove from the userRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IID
Organizations to add to the userRequired
Allow the user, with appropriate permissions, to edit Issues in the selected OrganizationsRequired
Allow the user to see (in lists) users in the selected OrganizationsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IID of the Organization to updateRequired
Name
Is Internal
Site Title
Contact Person
Contact User
Secondary Contact User
Tertiary Contact User
Email
Phone
Address Line One
Address Line Two
City
State
Zip/Postal Code
Web Address
Email Domain
Reply To Email Name
Reply To Email Address
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Can Login
Should the User be an agent?
User ID
First NameRequired
Last NameRequired
Display NameRequired
Phone Number
Email Address
SMS Address
Time ZoneRequired
Should times displayed to this user respect Daylight Savings Time?
Address Line One
Address Line Two
City
State
Zip/Postal Code
Country
Primary OrganizationRequired
Redirect After Issue SubmitRequired
Home PageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Search Cause Name ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIid exactly matches one of
Search Name ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Search Name ByRequired
Match Is Active OnRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Search Project Title ByRequired
Search Project Code ByRequired
Manager IID exactly matches one of
Organization IID exactly matches one of
Location IID exactly matches one of
Match Is Open OnRequired
Category IID exactly matches one of
Substatus IID exactly matches one of
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
Search Name ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
ParentIid exactly matches one of
Search Name ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appIID exactly matches one of
ParentIid exactly matches one of
Search Name ByRequired
Created By User IID exactly matches one of
Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IID matches one of
Search User ID ByRequired
Primary Organization Iid exactly matches one of
Search Display Name ByRequired
Match Is agent OnRequired
Search First Name ByRequired
Search Last Name ByRequired
Search Phone Number ByRequired
Search Email ByRequired
Search SMS Address ByRequired
Search Address Line One ByRequired
Search Address Line Two ByRequired
Search City ByRequired
Search State ByRequired
Search Zip/Postal Code ByRequired
Search Country ByRequired
Match Can Login OnRequired
Match Active OnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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