Quipu + Salesforce

Create contacts in Quipu from new records in Salesforce

This integration automatically adds each new record in Salesforce to Quipu as a customer contacts. Set up this Zap to skip the tedious hassle of duplicate data entry!

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create Contact
Creates a contact
ActionWrite

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Supported triggers and actions

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
- 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
- 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
- Number series - Serie de numeración
- Number - Número
- Created date - Fecha de emisiónRequired
- Due date - Fecha de vencimiento
- Name and surname - Nombre y apellidosRequired
- Tax id - Identificador de cliente (NIF)
- Email - Correo electrónico
- Phone - Teléfono
- Address - Dirección
- Zip code - Código PostalRequired
- Town - Ciudad
- Country Code - Código de PaísRequired
- Bank Account number - IBAN
- SWIFT/BIC
- Concept - ConceptoRequired
- Unitary Amount - Precio unitarioRequired
- Quantity - CantidadRequired
- Taxes - ImpuestosRequired
- Creates an Invoice/Ticket - Documento a crear es Factura/TicketRequired
- Tax field format - Formato campo impuestosRequired
- Prices include taxes - Todos los precios incluyen impuestosRequired
- Discount amount - Descuento total
- Discount vat percent - Porcentaje IVA en descuentosRequired
- Discount concept - Concepto del descuento
- Shipping amount - Gastos de envío
- Shipping vat percent - Porcentaje IVA en gastos de envíoRequired
- Shipping concept - Concepto gastos de envío
- Paid at - Fecha de pago
- Payment method - Método de pago
- Accounting category - Categoría contable
- Accounting subcategory - Subcategoría contable
- Tags - Etiquetas
- Notes - Notas
Action
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
- 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
- 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
- Tax id - Identificador de cliente (NIF)Required
- Name and surname - Nombre y apellidosRequired
- Zip code - Código PostalRequired
- Country Code - Código de PaísRequired
- Phone - Teléfono
- Email - Correo electrónico
- Address - Dirección
- Town - Ciudad
- Bank Account number - IBAN
- SWIFT/BIC
Action
Write
- Number series - Serie de numeración
- Number - Número
- Created date - Fecha de emisiónRequired
- Recipient name - Nombre del ReceptorRequired
- Concept - ConceptoRequired
- Unitary Amount - Precio unitarioRequired
- Quantity - CantidadRequired
- Taxes - ImpuestosRequired
- Creates an Invoice/Ticket - Documento a crear es Factura/TicketRequired
- Tax field format - Formato campo impuestosRequired
- Prices include taxes - Todos los precios incluyen impuestosRequired
- Discount amount - Descuento total
- Discount vat percent - Porcentaje IVA en descuentosRequired
- Discount concept - Concepto del descuento
- Shipping amount - Gastos de envío
- Shipping vat percent - Porcentaje IVA en gastos de envíoRequired
- Shipping concept - Concepto gastos de envío
- Paid at - Fecha de pago
- Payment method - Método de pago
- Accounting category - Categoría contable
- Accounting subcategory - Subcategoría contable
- Tags - Etiquetas
- Notes - Notas
Action
Write

About Quipu

Quipu is an accounting app that makes accounting for small businesses and freelancers easier, automated and paperless.

Learn more

Related categories

Accounting

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

Quipu + Salesforce

Create contacts in Quipu from new records in Salesforce

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Create an Income Invoice

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Create Contact

Create an Income Ticket

About Quipu

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces