Salesforce + TimeRex

Create new Salesforce records whenever events are cancelled in TimeRex

Keep your Salesforce records updated with this practical workflow. Whenever an event is cancelled in TimeRex, corresponding adjustments are quickly made to the relevant record in Salesforce. This facilitates a seamless record-keeping process, reducing the need for manual entries and heightening your efficiency in customer management.

When this happens...
Event Cancelled
Triggers when a TimeRex event is cancelled.
TriggerInstant
automatically do this!
Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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Supported triggers and actions

- Choose TeamRequired
- Choose CalendarRequired
Trigger
Instant
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- Choose TeamRequired
- Choose CalendarRequired
Trigger
Instant
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- Choose TeamRequired
- Choose CalendarRequired
Trigger
Instant
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New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- 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

- Choose TeamRequired
- Choose CalendarRequired
Trigger
Instant
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- Choose TeamRequired
- Choose CalendarRequired
Trigger
Instant
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New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- 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

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

About TimeRex

TimeRex is a schedule automation tool that saves you from the hassle of figuring out schedules, arranging meetings and keeping your calendar updated.

Learn more

Related categories

Calendar

Related Zap Templates

Create new Salesforce leads from newly created TimeRex events

Salesforce + TimeRex

Create new Salesforce records whenever events are cancelled in TimeRex

Event Cancelled (Legacy)

Event Created

New Event (Legacy)

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

Event Cancelled

Event Rescheduled

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

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About TimeRex

Related categories

Related Zap Templates

Related Zap Templates