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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 Document to Job" in Urbanise FM.
You’re connected!
Zapier seamlessly connects Salesforce and Urbanise FM, 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.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New 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 plan - Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
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.- FlowRequired
- Manual flow input parameters
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.- Query TypeRequired
- Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data 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 app- Salesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce 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- Account Updated
Triggers When An Account Has Been Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Property Created
Triggers When A Property Has Been Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Supplier Created
Triggers When A Supplier Has Been Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Support Request Created
Triggers When A Support Request Has Been Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Work Order Attachment Added
Triggers When A Work Order's Attachment Has Been Added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Work Order Created
Triggers When A Work Order Has Been Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Work Order Job Assignee Change
Triggers When A Work Order's Job Assignee Changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Work Order Job Due Date Change
Triggers When A Work Order's Job Due Date Changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Work Order Job Priority Change
Triggers When A Work Order's Job Priority Changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Work Order Status Changed
Triggers When A Work Order's Status Changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Service Request ReferenceRequired
- Document typeRequired
- Document description
- Filemetadata thumbnail
- Visible To Customer
- Visible To Job
- FilenameRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Work Order ReferenceRequired
- Work Order CommentRequired
- Visible To CustomerRequired
- Comment Providers External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Property AddressRequired
- Country CodeRequired
- Location IDRequired
- Suburb
- Building Name
- Building Number
- Building Ref
- Building Type
- City
- State
- Delivery Region
- Event Id
- External Link
- Internal Reference
- Latitude
- Longitude
- Parent Reference Link
- Post Code
- Property Type
- Room Count
- Segment KeysRequired
- Site Name
- Supplier Region Name
- Location Tags
- Unit Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Category KeyRequired
- Topic KeyRequired
- Account NumberRequired
- SummaryRequired
- Description
- Creator Email Address
- Send To Email Address
- External Reference
- External Location Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document Reference NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice External ReferenceRequired
- Payment ReferenceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job ReferenceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Reference NumberRequired
- External Reference NumberRequired
- Response Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Business NameRequired
- External ReferenceRequired
- Account Viewable
- Active
- Allow Jobs Raised
- Allow Record Assets
- Bee Rating
- Business Address
- Company Number
- Compliance Status
- Display Name
- Email
- Hide Amount Due
- Internal
- Latitude
- Longitude
- Phone
- Property Viewable
- Raise Location Work Orders
- Recipient Created Tax Invoice
- Record Response TimeRequired
- Region Identifiers
- Segment Keys
- Send Work Order Notifications
- Skills
- TimeSheetRequired
- UploadCustomerDocuments
- ViewSalesRates
- Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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 plan - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New 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 plan- CampaignRequired
- 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.- 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.- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
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.- Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce 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 ZapInstantThis event starts a Zap instantly. - Invoice Status Changed
Triggers when an Invoice's Status Changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Property Updated
Triggers When A Property Has Been Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Supplier Updated
Triggers When A Supplier Has Been Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Support Request Updated
Triggers When A Support Request Has Been Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Work Order Comment Added
Triggers When A Work Order's Comment Has Been Added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Work Order Job Added
Triggers When A Work Order Job Has Been Added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Work Order Job Attachment Added
Triggers When A Work Order's Job Attachment Has Been Added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Work Order Job Next Action Change
Triggers When A Work Order's Job Next Action Changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Work Order Job Status Change
Triggers When A Work Order's Job Status Changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job ReferenceRequired
- Document typeRequired
- Document description
- Filemetadata thumbnail
- Visible To Customer
- Visible To Job
- FilenameRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job ReferenceRequired
- Job CommentRequired
- Visible To CustomerRequired
- Comment Providers External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Business NameRequired
- Business Email AddressRequired
- SegmentRequired
- External Reference NumberRequired
- Account First Name
- Account Last Name
- Account Middle Name
- Account Title
- Account Number
- Contact Other Phone Number
- Contact Primary Phone Number
- Corporate account
- Date Of Birth
- Gender
- Nationality
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Business NameRequired
- External ReferenceRequired
- Account Viewable
- Active
- Allow Jobs Raised
- Allow Record Assets
- Bee Rating
- Business Address
- Company Number
- Compliance Status
- Display Name
- Email
- Hide Amount Due
- Internal
- Latitude
- Longitude
- Phone
- Property Viewable
- Raise Location Work Orders
- Recipient Created Tax Invoice
- Record Response TimeRequired
- Region Identifiers
- Segment Keys
- Send Work Order Notifications
- Skills
- TimeSheetRequired
- UploadCustomerDocuments
- ViewSalesRates
- Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer NumberRequired
- Approval Reference
- Area Reference Number
- Work Order Auto Assignee Reference
- Work Order Description
- Due Date
- Work Order External Reference
- Job Template Assignee Reference
- Job Template ReferenceRequired
- Job Template TypeRequired
- Pre-Check Work Instruction Reference
- Work Order PriorityRequired
- Work Instruction Reference
- Property Reference NumberRequired
- Requesters Email Address
- Requesters Name
- Requesters Phone
- Work Order TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Template TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job ReferenceRequired
- Copy Cancellation Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Business NameRequired
- Business Email AddressRequired
- SegmentRequired
- External Reference NumberRequired
- Account First Name
- Account Last Name
- Account Middle Name
- Account Title
- Account Number
- Contact Other Phone Number
- Contact Primary Phone Number
- Corporate account
- Date Of Birth
- Gender
- Nationality
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Property AddressRequired
- Country CodeRequired
- Location IDRequired
- Suburb
- Building Name
- Building Number
- Building Ref
- Building Type
- City
- State
- Delivery Region
- Event Id
- External Link
- Internal Reference
- Latitude
- Longitude
- Parent Reference Link
- Post Code
- Property Type
- Room Count
- Segment KeysRequired
- Site Name
- Supplier Region Name
- Location Tags
- Unit Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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Connect Salesforce and Urbanise FM to integrate crucial parts of your business
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