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A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
An action happens after the trigger—such as "Create Asset" in SolarWinds Service Desk.
Zapier seamlessly connects Salesforce and SolarWinds Service Desk, automating your workflow.
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.
Triggers when a new Attachment is added to a case.
Triggers when a new Lead is created.
Triggers when a new Contact is created.
Triggers when a new outbound message is received in Salesforce.
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When new hardware is added in SolarWinds Service Desk, Zapier updates the relevant account details in Salesforce. This automation ensures accurate record-keeping and provides engineers with real-time data alignment between asset management systems and CRM platforms.
EngineeringWhen an opportunity is closed in Salesforce, Zapier automatically creates a corresponding incident in SolarWinds Service Desk. This helps IT teams proactively monitor and address any technical tasks or support requests tied to newly won deals, ensuring smoother operations without manual handovers.
ITNew to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and SolarWinds Service Desk
To set up the integration, access our integration platform, authenticate both Salesforce and SolarWinds Service Desk, and configure triggers and actions. For instance, if a new case is created in Salesforce (trigger), the integration can create a corresponding incident in SolarWinds Service Desk (action).
Yes, you can customize data mapping between the two platforms to ensure that only specific fields or sections are transferred. This customization happens during the action step where you define how data from a Salesforce trigger populates into a SolarWinds action.
Common triggers include new records such as cases or contacts being created in Salesforce. Each trigger can prompt an action within SolarWinds Service Desk like opening a ticket or updating an existing record.
Yes, we offer several pre-built templates allowing for quick setup of common workflows such as automatically creating tickets in SolarWinds when issues are logged in Salesforce. These templates help streamline the configuration process.
Our platform provides detailed logging and error tracking capabilities. If an action fails due to incorrect configurations or data issues, you will receive notifications with information on how to troubleshoot and resolve these errors.
Yes, we recommend using our testing feature to run simulations of your integrations which allows you to verify that your triggers and actions are working as expected before fully activating them.
Absolutely. Just like forward integrations from Salesforce to SolarWinds, you can set triggers within SolarWinds (like status changes) that automate updates or notifications back into Salesforce as actions.
