Refound your company for the AI era at ZapConnect 2026. Save your spot →

Salesforce + Whoz

Salesforce + Whoz integrations

Create Whoz opportunities or deals from new Salesforce records

Whenever you have a new Salesforce record, a matching opportunity or deal will be saved to Whoz automatically.

When this happens...
TriggerPolling
automatically do this!
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Salesforce and Whoz

Discover other triggers and actions you can use with Salesforce and Whoz

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- 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
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Task ID
  Required
- Cancellation Reason
Action
Write
- Name
  Required
- Owner
  Required
- Alias
- Type
- Description
- Website
- Company Registration Number
- Parent Account ID
- External ID
- Tags
- Address - City
- Address - Country Code
- Address - Postal Code
- Address - Street
- Address - Formatted
- Global
- Federation
- Workspace IDs
Action
Write
- Workspace
  Required
- Type
  Required
- Amount Value
  Required
- Amount Currency Code
  Required
- Dossier
- Task ID
- Title
- Note
- Task Month
- Quantity
- Unit Cost Value
- Unit Cost Currency Code
- Posting Indicator
- Purchase Order
- External ID
Action
Write
- 🌐 Federation
  Required
- Name
  Required
- Owner
  Required
- Workspace
  Required
- Start Date
  Required
- Budgeted Workload Value
  Required
- Type
- Description
- End Date
- Billable
- Remoteable
- Dossier
- External ID
- Priority
- Purchase Order
- Code
- Tags
- Qualification IDs
- Planned Workload Value
- Planned Workload Start Date
- Planned Workload Spread Over
- Unit Cost Value
- Unit Cost Currency Code
- Unit Rate Value
- Unit Rate Currency Code
- Address - City
- Address - Country Code
- Address - Postal Code
- Address - Street
- Address - Formatted
- Contract Type (only for POSITION type)
- Language (only for POSITION type)
- Publishing Date (only for POSITION type)
- Expected Skills (JSON)
- Custom Field 1 Key
- Custom Field 1 Value
- Custom Field 2 Key
- Custom Field 2 Value
- Custom Field 3 Key
- Custom Field 3 Value
- Custom Field 4 Key
- Custom Field 4 Value
- Custom Field 5 Key
- Custom Field 5 Value
Action
Write
- Activity ID
  Required
Action
Write
- 🆔 Dossier ID
- 🔗 External ID
- 📝 Deletion Reason
- ✅ Confirm Deletion
  Required
- 💔 Mark as Lost Deal
- 🔒 Keep Current Stage
- 🏷️ Preserve Existing Tags
Action
Write
- Resume UID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Billing Item ID
  Required
Action
Write
- Talent
  Required
- Date
  Required
- Type
  Required
- Workload
  Required
- Task ID
- Workspace
- Custom Type
Action
Write
- Profile ID
  Required
Action
Write
- Task ID
  Required
- Assignee Workloads
  Required
- Start Date
- End Date
- Prefill Timesheet
- Keep Origin Request
Action
Write
- 🆔 Account ID
- 🔗 External ID
- 🏢 Account Name
- 🏷️ Account Alias
- 🎯 Account Type
- 📝 Description
- 🌐 Website URL
- 📋 Registration Number
- 🏢 City
- 🌍 Country
- 📮 Postal Code
- 🛣️ Street Address
- 📍 Full Address
- 🌐 Latitude
- 🌐 Longitude
- 👤 Owner ID
- 🏢 Parent Account ID
- 🏷️ Tags
Action
Write
- Billing Item ID
  Required
- Title
- Note
- Task Month
- Quantity
- Amount Value
- Amount Currency Code
- Unit Cost Value
- Unit Cost Currency Code
- Type
- Task ID
- Posting Indicator
- Purchase Order
- External ID
Action
Write
- Profile ID
  Required
- Version Name
- Headline
- Aptitudes
- Positions
- Educations
- Qualification IDs
- Career Action Plan
- Hobbies
- Links
- Custom Fields
Action
Write
- Task ID
  Required
- Name
- Description
- Type
- Priority
- Start Date
- End Date
- Owner ID
- Dossier ID
- Workspace
- Remoteable
- Billable
- Budgeted Workload Value
- FTE Number
- Unit Rate Value
- Unit Rate Currency Code
- Unit Cost Value
- Unit Cost Currency Code
- Unit Internal Rate Value
- Unit Internal Rate Currency Code
- City
- Country Code
- Postal Code
- Street Address
- Formatted Address
- Latitude
- Longitude
- Status
- Contract Type
- Language
- Publishing Date
- Posting Indicator
- Purchase Order
- External ID
- Request Origin ID
- Delivery Model
- Lost Reason Category
- Canceled On
- Qualification IDs
- Tags
- Expected Skills
- Planned Workloads
- Custom Fields
- Staffing Workflow Step Dates
Action
Write
- Billing Item ID
  Required
Action
Write
- Federation
  Required
- Workspace
  Required
- Include Removed
- Modified Since
Action
Search
- Search Term
Action
Search
- Dossier ID
  Required
Action
Search
- Talent ID
  Required
Action
Search
- Workspace
  Required
- Federation
  Required
- Include Removed
- Modified Since
- Next Token
Action
Search
- Dossier ID
- Workspace
- Month
- Modified Since
Action
Search
- 🌐 Federation
  Required
- Workspace ID
  Required
- Task Types
- Statuses
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation
  Required
- Workspace
  Required
- Include Removed
- Modified Since
- Worklogs Modified Since
Action
Search
- Federation ID
  Required
- Dossier IDs (Multiple)
- Dossier ID (Single)
- Workspace ID
- Include Removed
- Modified Since
- Next Token
Action
Search
- Refresh Data
Action
Search

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
- 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
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- 👤 First Name
  Required
- 👤 Last Name
  Required
- 🏢 Federation ID
  Required
- 🏷️ Talent Type
  Required
- 🏢 Workspace
  Required
- 📅 Start Date
  Required
- 🏷️ External ID
- 🔤 Initials
- 🔐 Create Login Account
- 📧 Email Address
- 🎯 Main Email
- ✅ Email Verified
- 📞 Phone Number
- ♀️♂️ Gender
- 🎂 Date of Birth
- 🌍 Nationalities
- 🏢 City
- 🌍 Country
- 📮 Postal Code
- 🛣️ Street Address
- 📍 Full Address
- 🌐 Latitude
- 🌐 Longitude
- 👨‍💼 Manager (Internal ID)
- 👨‍💼 Manager (External ID)
- 🎓 Mentor (Internal ID)
- 🎓 Mentor (External ID)
- ✅ Available for Staffing
- 🔓 Self-Assignable
- ⏱️ Time Tracking Unit
- 🕐 Daily Hours
- 🌍 Time Zone
- 📅 Career Start Date
- 🎖️ Years of Experience
- 📝 HR Notes
- 🏷️ Tags
- 🎓 Qualifications (Internal IDs)
- 🎓 Qualifications (External IDs)
- 🏢 Organizational Unit
- 🎖️ Grade (Internal ID)
- 🎖️ Grade (External ID)
- 👔 Role (Internal ID)
- 👔 Role (External ID)
- 💸 Daily Cost (Amount)
- 💸 Cost Currency
- 💰 Daily Rate (Amount)
- 💰 Rate Currency
- 🔄 Internal Rate (Amount)
- 🔄 Internal Rate Currency
- 🎯 Target Grade
- 🎯 Target Role
- 🎓 Desired Qualifications
- ❤️ Preferred Tasks
- 📚 Interested Trainings
- ✅ Available Since
- 🌅 Next Available Date
- 📅 Recruitment Availability
- 💰 Current Salary
- 🌅 Start Date
- 👨‍💼 Recruiter ID
- 🔍 Recruitment Source
- 🔍 Sourcer ID
- 🚦 Recruitment Stage
- 🎯 Salary Expectation
- 🎯 Target Employment Type
- 🚗 Commute Time
- ❌ Rejection Reason
- 📝 Rejection Details
- 🔄 Workflow Step
- 🔑 Last Login Date
- 📧 Last Invitation Sent
- 🔄 Rotation Flag Date
Action
Write
- Talent
  Required
- Start Date
  Required
- End Date
  Required
- Workspace
Action
Write
- Title
  Required
- Type
  Required
- Owner
  Required
- Initiator
  Required
- Workspace
  Required
- Account ID
- Contact ID
- Dossier ID
- Talent ID
- Task ID
- Notes
- Completed
- Pinned
- Due Date
- Due Time
- Tags
- Links
Action
Write
- Talent
  Required
- Version Name
- Headline
- Aptitudes
- Positions
- Educations
- Qualification IDs
- Career Action Plan
- Hobbies
- Links
- Federation
- Custom Fields
Action
Write
- 🆔 Account ID
- 🔗 External ID
- 📝 Deletion Reason
- ✅ Confirm Deletion
  Required
- 💾 Preserve Description
Action
Write
- Billing Item ID
  Required
Action
Write
- Profile ID
  Required
Action
Write
- 🆔 Talent ID
- 🔗 External ID
- 📝 Deletion Reason
- ✅ Confirm Deletion
  Required
Action
Write
- Activity ID
  Required
Action
Write
- Federation
  Required
- Owner
  Required
- Workspace
  Required
- Effective Date
  Required
- Organizational Unit
- Name
- External ID
- Account ID
- Account External ID
- Owner External ID
- Stage
- Status
- State
- Billing Type
- Valuation Method
- Probability
- Sales Workflow Step
- Close Date
- Project ID
- Next Step
- Lost Reason
- Lost Reason Category
- Budget Amount
- Budget Currency
- Materials Costs Value
- Materials Costs Currency
- Materials Billed Amount Value
- Materials Billed Amount Currency
- Tags
- Managers IDs
- Managers External IDs
- Geographical Areas
- Custom Field 1 Key
- Custom Field 1 Value
- Custom Field 2 Key
- Custom Field 2 Value
- Custom Field 3 Key
- Custom Field 3 Value
- Custom Field 4 Key
- Custom Field 4 Value
- Custom Field 5 Key
- Custom Field 5 Value
Action
Write
- Talent
  Required
- Start Date
  Required
- End Date
  Required
- Type
- Task ID
- Workspace
- Custom Type
- Allow Overload
- Force
- Monday Workload
- Tuesday Workload
- Wednesday Workload
- Thursday Workload
- Friday Workload
- Saturday Workload
- Sunday Workload
Action
Write
- Task ID
  Required
- Talent ID
  Required
- Candidate Status
- Selection Type
- Booking Probability
- Manager Validation Status
- Rejection Reason
- Comment
- Start Date
- End Date
Action
Write
- Task ID
  Required
- Talent ID
  Required
- Rejection Reason
Action
Write
- Activity ID
  Required
- Title
  Required
- Type
  Required
- Owner
  Required
- Initiator
  Required
- Workspace
  Required
- Account ID
- Contact ID
- Dossier ID
- Talent ID
- Task ID
- Notes
- Completed
- Pinned
- Due Date
- Due Time
- Tags
- Links
Action
Write
- 🌐 Federation
  Required
- 🆔 Dossier
- 🔗 External ID
- 📋 Dossier Name
- 🎯 Stage
- 👤 Owner
- 👤 Owner (External ID)
- 👥 Managers (Internal IDs)
- 👥 Managers (External IDs)
- 🏢 Account (External ID)
- 🏢 Workspace
- 🏷️ Tags
Action
Write
- 🆔 Talent ID
- 🔗 External ID
- 👤 First Name
- 👤 Last Name
- 🔤 Initials
- 📧 Email Address
- 🎯 Email is Main
- ✅ Email Verified
- 📞 Phone Number
- ✅ Available for Staffing
- 🔓 Self-Assignable
- 🌍 Time Zone
- 🕐 Daily Hours
- 🎖️ Years of Experience
- 🏢 City
- 🌍 Country
- 📮 Postal Code
- 🛣️ Street Address
- 📍 Full Address
- 🌐 Latitude
- 🌐 Longitude
- 👨‍💼 Manager (Internal ID)
- 👨‍💼 Manager (External ID)
- 🎓 Mentor (Internal ID)
- 🎓 Mentor (External ID)
- 📝 HR Notes
- 🏷️ Tags
Action
Write
- Profile ID
  Required
- Resume File
  Required
- Analyze Resume
Action
Write
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Activity ID
  Required
Action
Search
- Profile ID
  Required
Action
Search
- Task ID
  Required
Action
Search
- Talent
  Required
- Federation
  Required
- Include Removed
- Modified Since
- Next Token
Action
Search
- Talent ID
- Is Main Profile
Action
Search
- Month
  Required
- Talent
  Required
- Workspace
  Required
Action
Search
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation
  Required
- External IDs (Optional)
Action
Search

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Similar apps

Zapier Forms

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

About Whoz

Whoz is an AI-powered workforce optimization platform designed to assist enterprise-level services firms in streamlining complex and large-scale project.

HelpHelp

Related categories

Project Management

Related Zap Templates

Create Salesforce records when new opportunities are won in Whoz

Save Whoz opportunities or deals when new fields are updated in Salesforce