Salesforce + Whoz
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.
Whenever you have a new Salesforce record, a matching opportunity or deal will be saved to Whoz automatically.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found👤 First NameRequired
👤 Last NameRequired
🏢 Federation IDRequired
🏷️ Talent TypeRequired
🏢 WorkspaceRequired
📅 Start DateRequired
🏷️ 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TalentRequired
Start DateRequired
End DateRequired
Workspace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
TypeRequired
OwnerRequired
InitiatorRequired
WorkspaceRequired
Account ID
Contact ID
Dossier ID
Talent ID
Task ID
Notes
Completed
Pinned
Due Date
Due Time
Tags
Links
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TalentRequired
Version Name
Headline
Aptitudes
Positions
Educations
Qualification IDs
Career Action Plan
Hobbies
Links
Federation
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.🆔 Account ID
🔗 External ID
📝 Deletion Reason
✅ Confirm DeletionRequired
💾 Preserve Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Billing Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.🆔 Talent ID
🔗 External ID
📝 Deletion Reason
✅ Confirm DeletionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FederationRequired
OwnerRequired
WorkspaceRequired
Effective DateRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TalentRequired
Start DateRequired
End DateRequired
Type
Task ID
Workspace
Custom Type
Allow Overload
Force
Monday Workload
Tuesday Workload
Wednesday Workload
Thursday Workload
Friday Workload
Saturday Workload
Sunday Workload
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Talent IDRequired
Candidate Status
Selection Type
Booking Probability
Manager Validation Status
Rejection Reason
Comment
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Talent IDRequired
Rejection Reason
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity IDRequired
TitleRequired
TypeRequired
OwnerRequired
InitiatorRequired
WorkspaceRequired
Account ID
Contact ID
Dossier ID
Talent ID
Task ID
Notes
Completed
Pinned
Due Date
Due Time
Tags
Links
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.🌐 FederationRequired
🆔 Dossier
🔗 External ID
📋 Dossier Name
🎯 Stage
👤 Owner
👤 Owner (External ID)
👥 Managers (Internal IDs)
👥 Managers (External IDs)
🏢 Account (External ID)
🏢 Workspace
🏷️ Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.🆔 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile IDRequired
Resume FileRequired
Analyze Resume
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Federation IDRequired
External IDs (Multiple)
External ID (Single)
Include Removed
Modified Since
Next Token
ActionThis is an event a Zap performs.SearchFind existing data in your appFederation IDRequired
External IDs (Multiple)
External ID (Single)
Include Removed
Modified Since
Next Token
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTalent IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
FederationRequired
Include Removed
Modified Since
Next Token
ActionThis is an event a Zap performs.SearchFind existing data in your appDossier ID
Workspace
Month
Modified Since
ActionThis is an event a Zap performs.SearchFind existing data in your app🌐 FederationRequired
Workspace IDRequired
Task Types
Statuses
Include Removed
Modified Since
Next Token
ActionThis is an event a Zap performs.SearchFind existing data in your appFederationRequired
WorkspaceRequired
Include Removed
Modified Since
Worklogs Modified Since
ActionThis is an event a Zap performs.SearchFind existing data in your appFederation IDRequired
Dossier IDs (Multiple)
Dossier ID (Single)
Workspace ID
Include Removed
Modified Since
Next Token
ActionThis is an event a Zap performs.SearchFind existing data in your appRefresh Data
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Account Created
Triggers when an account has been created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask IDRequired
Cancellation Reason
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
OwnerRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
TypeRequired
Amount ValueRequired
Amount Currency CodeRequired
Dossier
Task ID
Title
Note
Task Month
Quantity
Unit Cost Value
Unit Cost Currency Code
Posting Indicator
Purchase Order
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.🌐 FederationRequired
NameRequired
OwnerRequired
WorkspaceRequired
Start DateRequired
Budgeted Workload ValueRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.🆔 Dossier ID
🔗 External ID
📝 Deletion Reason
✅ Confirm DeletionRequired
💔 Mark as Lost Deal
🔒 Keep Current Stage
🏷️ Preserve Existing Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resume UIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Billing Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TalentRequired
DateRequired
TypeRequired
WorkloadRequired
Task ID
Workspace
Custom Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Assignee WorkloadsRequired
Start Date
End Date
Prefill Timesheet
Keep Origin Request
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.🆔 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Billing Item IDRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile IDRequired
Version Name
Headline
Aptitudes
Positions
Educations
Qualification IDs
Career Action Plan
Hobbies
Links
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Billing Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FederationRequired
WorkspaceRequired
Include Removed
Modified Since
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Term
ActionThis is an event a Zap performs.SearchFind existing data in your appProfile IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTask IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTalentRequired
FederationRequired
Include Removed
Modified Since
Next Token
ActionThis is an event a Zap performs.SearchFind existing data in your appTalent ID
Is Main Profile
ActionThis is an event a Zap performs.SearchFind existing data in your appMonthRequired
TalentRequired
WorkspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFederation IDRequired
External IDs (Multiple)
External ID (Single)
Include Removed
Modified Since
Next Token
ActionThis is an event a Zap performs.SearchFind existing data in your appFederation IDRequired
External IDs (Multiple)
External ID (Single)
Include Removed
Modified Since
Next Token
ActionThis is an event a Zap performs.SearchFind existing data in your appFederationRequired
External IDs (Optional)
ActionThis is an event a Zap performs.SearchFind existing data in your app
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