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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Add Note" in Support Board.

You’re connected!

Zapier seamlessly connects Salesforce and Support Board, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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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
- 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
- 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
- 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
Dialogflow Message
Triggers when the Dialogflow send a reply to a user message.
Trigger
Instant
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New Login
Triggers when a user login successfully from the login form of the chat. This Webhook is sent only if the login is successful.
Trigger
Instant
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New Conversation
Triggers when a new conversation is received in the user's chat widget.
Trigger
Instant
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Email Address
Triggers when a user register his email via the follow-up message or registration form.
Trigger
Instant
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New Messages
Triggers when new messages are received in the chat widget or the admin area.
Trigger
Instant
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Rich Message
Triggers when the user submits the values inserted in a Rich Message. All the Rich Messages that require the submitting of data fire this Webhook, some of them are the follow-up email form, the registration form, the buttons.
Trigger
Instant
Try It
User Deleted
Triggers when a user is deleted.
Trigger
Instant
Try It
- First name
- Last name
- email
- Profile image
- password
- User type
- Extra
Action
Write
- The action is irreversible
- User ID
  Required
Action
Write
- Conversation ID
- Message
- Attachments
- Language
- Event
- Parameters
- Audio
Action
Write
- Conversation ID
  Required
Action
Write
- Conversation ID
  Required
- User ID
Action
Write
- Setting
  Required
- Default
Action
Write
- ID
  Required
- Sub ID
  Required
Action
Write
- User ID
  Required
- Conversation ID
  Required
- Datetime
  Required
Action
Write
- Conversation ID
  Required
Action
Write
Get Settings
Returns an array with all the settings.
Action
Write
- Conversation ID
  Required
Action
Write
- Email
- Password
- User ID
- Token
Action
Write
- User ID
  Required
- Conversation ID
  Required
- Message
- Attachments
- Conversation Status Code
- Payload
- Queue
- Recipient ID
Action
Write
- PSID
  Required
- Message
- Attachments
- Metadata
- Facebook Page ID
  Required
Action
Write
- Message
  Required
- Max Tokens
- Model
- Conversation ID
- Audio
Action
Write
- Search
  Required
- Articles Language
Action
Write
- Search
  Required
- User ID
  Required
Action
Write
- Recipient ID
  Required
- Sender ID
  Required
- Message
  Required
- Attachments
Action
Write
- Chat ID
  Required
- Message
- Attachments
- Conversation ID
Action
Write
- Conversation ID
  Required
- Department
  Required
- Message
Action
Write
- User ID
  Required
- First name
- Last name
- Email
- Profile image
- Password
- User type
- Settings extra
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- 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 Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
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
- 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
- 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
Conversation Status Updated
Triggers when the status code of a conversation changes.
Trigger
Instant
Try It
Email Sent
Triggers when a notification email is sent to a user or agent. Docs at
Trigger
Instant
Try It
Message Deleted
Triggers when a message is deleted.
Trigger
Instant
Try It
New Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
Try It
Message Sent
Triggers when a new chat message is sent. It works for both users and agents.
Trigger
Instant
Try It
New Registration
Triggers when a user registers successfully from the registration form of the chat. This Webhook is sent only if the registration is successful. This Webhook is sent also if the registration is updated via the registration form of a Rich Message.
Trigger
Instant
Try It
SMS Sent
Triggers when a new text message is sent by a user or an agent.
Trigger
Instant
Try It
- Conversation ID
  Required
- User ID
  Required
- Name
  Required
- Message
  Required
Action
Write
- The action is irreversible
- Conversation ID
  Required
- Note ID
  Required
Action
Write
- The action is irreversible
- User IDs
  Required
Action
Write
- User IDs
  Required
- Message
  Required
Action
Write
- ID
- Count
- Full
- Categories
- Articles Language
Action
Write
- Pagination
- Status Code
- Routing
- Routing Unassigned
- Department
- Source
- Tag
Action
Write
- Conversation ID
  Required
- Exclude Message
- User ID
Action
Write
- Datetime
  Required
- Routing
- Routing Unassigned
Action
Write
- User ID
  Required
- Datetime
  Required
Action
Write
- Setting
  Required
Action
Write
- User ID
  Required
Action
Write
- Strings
  Required
- Language Code
  Required
Action
Write
- The action is irreversible
- Message ID
  Required
Action
Write
- Message ID
  Required
- Message
- Attachments
- Payload
Action
Write
- User ID
  Required
- Status Code
  Required
- Title
- Department
- Agent ID
- Source
- Extra
- Extra 2
- Extra 3
- Tags
Action
Write
- Title
  Required
- Message
  Required
- Interests
  Required
- Conversation ID
- Icon
Action
Write
- Search
  Required
Action
Write
- To
  Required
- Subject
  Required
- Message
  Required
- Sender Suffix
Action
Write
- Message
  Required
- To
  Required
- Template
- Conversation ID
- Attachments
Action
Write
- Conversation ID
  Required
- Agent ID
  Required
- Message
Action
Write
- Conversation ID
  Required
- Status Code
  Required
Action
Write
- To
  Required
- Message
- Attachments
- Phone ID
Action
Write

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Support Board

Support Board is a communication and chat platform powered by artificial intelligence-driven chatbots.

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