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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- 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
- 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
Account Updated
Triggers When An Account Has Been Updated.
Trigger
Instant
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Property Created
Triggers When A Property Has Been Created.
Trigger
Instant
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Supplier Created
Triggers When A Supplier Has Been Created.
Trigger
Instant
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Support Request Created
Triggers When A Support Request Has Been Created.
Trigger
Instant
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Work Order Attachment Added
Triggers When A Work Order's Attachment Has Been Added.
Trigger
Instant
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Work Order Created
Triggers When A Work Order Has Been Created.
Trigger
Instant
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Work Order Job Assignee Change
Triggers When A Work Order's Job Assignee Changes.
Trigger
Instant
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Work Order Job Due Date Change
Triggers When A Work Order's Job Due Date Changes.
Trigger
Instant
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Work Order Job Priority Change
Triggers When A Work Order's Job Priority Changes.
Trigger
Instant
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Work Order Status Changed
Triggers When A Work Order's Status Changes.
Trigger
Instant
Try It
- Service Request Reference
  Required
- Document type
  Required
- Document description
- Filemetadata thumbnail
- Visible To Customer
- Visible To Job
- Filename
  Required
- File
  Required
Action
Write
- Work Order Reference
  Required
- Work Order Comment
  Required
- Visible To Customer
  Required
- Comment Providers External Reference
Action
Write
- Property Address
  Required
- Country Code
  Required
- Location ID
  Required
- 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 Keys
  Required
- Site Name
- Supplier Region Name
- Location Tags
- Unit Number
Action
Write
- Category Key
  Required
- Topic Key
  Required
- Account Number
  Required
- Summary
  Required
- Description
- Creator Email Address
- Send To Email Address
- External Reference
- External Location Reference
Action
Write
- Document Reference Number
  Required
Action
Write
- Invoice External Reference
  Required
- Payment Reference
  Required
Action
Write
- Job Reference
  Required
Action
Write
- Job Reference Number
  Required
- External Reference Number
  Required
- Response Time
Action
Write
- Business Name
  Required
- External Reference
  Required
- 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 Time
  Required
- Region Identifiers
- Segment Keys
- Send Work Order Notifications
- Skills
- TimeSheetRequired
- UploadCustomerDocuments
- ViewSalesRates
- Website
Action
Write

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
- 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
Account Created
Triggers When An Account Has Been Created.
Trigger
Instant
Try It
Invoice Status Changed
Triggers when an Invoice's Status Changes.
Trigger
Instant
Try It
Property Updated
Triggers When A Property Has Been Updated.
Trigger
Instant
Try It
Supplier Updated
Triggers When A Supplier Has Been Updated.
Trigger
Instant
Try It
Support Request Updated
Triggers When A Support Request Has Been Updated.
Trigger
Instant
Try It
Work Order Comment Added
Triggers When A Work Order's Comment Has Been Added.
Trigger
Instant
Try It
Work Order Job Added
Triggers When A Work Order Job Has Been Added.
Trigger
Instant
Try It
Work Order Job Attachment Added
Triggers When A Work Order's Job Attachment Has Been Added.
Trigger
Instant
Try It
Work Order Job Next Action Change
Triggers When A Work Order's Job Next Action Changes.
Trigger
Instant
Try It
Work Order Job Status Change
Triggers When A Work Order's Job Status Changes.
Trigger
Instant
Try It
- Job Reference
  Required
- Document type
  Required
- Document description
- Filemetadata thumbnail
- Visible To Customer
- Visible To Job
- Filename
  Required
- File
  Required
Action
Write
- Job Reference
  Required
- Job Comment
  Required
- Visible To Customer
  Required
- Comment Providers External Reference
Action
Write
- Business Name
  Required
- Business Email Address
  Required
- Segment
  Required
- External Reference Number
  Required
- 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
Action
Write
- Business Name
  Required
- External Reference
  Required
- 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 Time
  Required
- Region Identifiers
- Segment Keys
- Send Work Order Notifications
- Skills
- TimeSheetRequired
- UploadCustomerDocuments
- ViewSalesRates
- Website
Action
Write
- Customer Number
  Required
- 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 Reference
  Required
- Job Template Type
  Required
- Pre-Check Work Instruction Reference
- Work Order Priority
  Required
- Work Instruction Reference
- Property Reference Number
  Required
- Requesters Email Address
- Requesters Name
- Requesters Phone
- Work Order Title
  Required
Action
Write
- Job Template Type
  Required
Action
Write
- Job Reference
  Required
- Copy Cancellation Email Address
Action
Write
- Business Name
  Required
- Business Email Address
  Required
- Segment
  Required
- External Reference Number
  Required
- 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
Action
Write
- Property Address
  Required
- Country Code
  Required
- Location ID
  Required
- 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 Keys
  Required
- Site Name
- Supplier Region Name
- Location Tags
- Unit Number
Action
Write

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With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

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About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Urbanise FM

Urbanise offers cloud-based solutions to service the Facilities and Strata Management industries.

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