OneCloud + Salesforce + Formatter by Zapier

OneCloud + Salesforce integrations

Find and create Salesforce records from new outbound SMS messages in OneCloud

When new SMS messages are sent in OneCloud, this integration will find and create Salesforce records.

When this happens...
SMS SentTriggers when an SMS is sent using OneCloud v2 message subscriptions. Filters for outbound messages (direction: "term"). Office Managers, Resellers, and Super Users can monitor messages for specific users or all users in their domain.
TriggerInstant
automatically do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
Find Record by QueryFinds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
ActionSearch
then do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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New Call With Recording and Transcript
Polls for calls every 5 minutes with transcripts and recordings. Includes a 10-15 minute delay to ensure transcript and recording processing is complete. Returns enriched call data with sentiment analysis, transcripts, and recording URLs.
Trigger
Polling
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Missed Call (CDR)
Triggers when a call is missed using OneCloud v2 CDR subscriptions. Filters for calls where the terminating URI is "SpeakAccount" or "VMail", or where the call was not answered. Office Managers, Resellers, and Super Users can monitor calls for specific users or all users in their domain.
Trigger
Instant
Try It
New Voicemail
Triggers when a new voicemail is received using OneCloud v2 voicemail subscriptions. Office Managers, Resellers, and Super Users can monitor voicemails for specific users or all users in their domain.
Trigger
Instant
Try It
SMS Sent
Triggers when an SMS is sent using OneCloud v2 message subscriptions. Filters for outbound messages (direction: "term"). Office Managers, Resellers, and Super Users can monitor messages for specific users or all users in their domain.
Trigger
Instant
Try It
- User
  Required
Action
Write

- First Name
  Required
- Last Name
  Required
- User
  Required
- Email Address
- Scope
- Department
- Site
- Time Zone
- Voicemail PIN
Action
Write
- User
  Required
Action
Search

- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- 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
- 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
- SOSL Query
  Required
Action
Search
- 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

Call Completed (CDR)
Triggers when a call ends using OneCloud v2 CDR subscriptions. Office Managers, Resellers, and Super Users can monitor calls for specific users or all users in their domain.
Trigger
Instant
Try It
List Sites
List all available sites
Trigger
Polling
Try It
SMS Received
Triggers when a new SMS is received using OneCloud v2 message subscriptions. Filters for inbound messages (direction: "orig"). Office Managers, Resellers, and Super Users can monitor messages for specific users or all users in their domain.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Extension Number
  Required
- Voicemail PIN
- Department
- site
- email
- scope
- Time Zone
- Status Message
Action
Write
- User
  Required
- From Number
  Required
- To Number
  Required
- Message
  Required
Action
Write
- CDR ID
  Required
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- 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
- Flow
  Required
- Manual flow input parameters
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
- Query Type
  Required
- Include Deleted Records
Action
Search
- 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

About OneCloud

OneCloud is a unified communications platform.

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Related categories

Communication

About Salesforce

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CRM (Customer Relationship Management)

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Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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Related Zap Templates

Log newly-received SMS messages in OneCloud to Salesforce

Related Zap Templates

Log newly-received SMS messages in OneCloud to Salesforce