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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 Contacts to a Sequence" in Whippy.

You’re connected!

Zapier seamlessly connects Salesforce and Whippy, 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
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- 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
- Limit
- Offset
Trigger
Polling
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- Agent Name
- Limit
- Offset
Trigger
Polling
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- Limit
- Offset
Trigger
Polling
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- Limit
- Offset
- Title
Trigger
Polling
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Call Analyzed
Triggers when a new call is analyzed in Whippy.
Trigger
Instant
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Call Started
Triggers when a new call is started in Whippy.
Trigger
Instant
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Campaign Updated
Triggers when a campaign is updated in Whippy.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated in Whippy.
Trigger
Instant
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Conversation Updated
Triggers when a conversation is updated in Whippy.
Trigger
Instant
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Message Template Created
Triggers when a new message template is created in Whippy.
Trigger
Instant
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Message Template Updated
Triggers when a message template is updated in Whippy.
Trigger
Instant
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New Custom Object Created
Triggers when a new custom object is created in Whippy.
Trigger
Instant
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New Custom Object Record Created
Triggers when a new custom object record is created in Whippy.
Trigger
Instant
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New Custom Object Record Updated
Triggers when a new custom object record is updated in Whippy.
Trigger
Instant
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New Custom Property Created
Triggers when a new custom property is created in Whippy.
Trigger
Instant
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New Custom Property Updated
Triggers when a new custom property is updated in Whippy.
Trigger
Instant
Try It
New Custom Property Value Deleted
Triggers when a new custom property value is deleted in Whippy.
Trigger
Instant
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New Lead
Triggers when a new lead is created in Whippy.
Trigger
Instant
Try It
New Sequence Run Created
Triggers when a new sequence run is created in Whippy.
Trigger
Instant
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New Step Contact Created
Triggers when a new step contact is created in Whippy.
Trigger
Instant
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Sequence Created
Triggers when a new sequence is created in Whippy.
Trigger
Instant
Try It
- Limit
- Offset
Trigger
Polling
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- Title
  Required
- Body
  Required
- From
  Required
- To - Array of objects (Email, Name, Phone Number)
  Required
- Attachments
- Schedule_at
- Contacts with open conversations
- Time since last campaign
Action
Write
- Location
  Required
- Name
  Required
- Phone
  Required
- Email
- Source
- Inbound_message
  Required
- Outbound_message
- Status
- Assigned User
- Conversation Unread
Action
Write
- Contact ID
  Required
Action
Write
- Agent
  Required
- From
  Required
- To
  Required
Action
Write
- Limit
- Offset
- Title
Action
Search
- Campaign ID
  Required
Action
Search
- Channel ID
  Required
Action
Search
- Agent
  Required
Action
Search
- Call
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Sequence ID
  Required
Action
Search
- Limit
- Offset
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- 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
- Limit
- Offset
- Title
Trigger
Polling
Try It
- Limit
- Offset
- Name
- Email
- Phone
- Channels - Array of objects (Channel ID, Chanel Phone Number)
- Created By
Trigger
Polling
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- Before
- After
- Limit
- Offset
Trigger
Polling
Try It
- Sequence ID
  Required
Trigger
Polling
Try It
- Sequence ID
  Required
Trigger
Polling
Try It
Call Ended
Triggers when a new call is ended in Whippy.
Trigger
Instant
Try It
Campaign Created
Triggers when a new campaign is created in Whippy.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in Whippy.
Trigger
Instant
Try It
Conversation Created
Triggers when a new conversation is created in Whippy.
Trigger
Instant
Try It
Link Click
Triggers when a link is clicked in a campaign.
Trigger
Instant
Try It
Message Template Deleted
Triggers when a message template is deleted in Whippy.
Trigger
Instant
Try It
Message Updated
Triggers when a message is updated in Whippy.
Trigger
Instant
Try It
New Custom Object Deleted
Triggers when a new custom object is deleted in Whippy.
Trigger
Instant
Try It
New Custom Object Record Deleted
Triggers when a new custom object record is deleted in Whippy.
Trigger
Instant
Try It
New Custom Object Updated
Triggers when a new custom object is updated in Whippy.
Trigger
Instant
Try It
New Custom Property Deleted
Triggers when a new custom property is deleted in Whippy.
Trigger
Instant
Try It
New Custom Property Value Created
Triggers when a new custom property value is created in Whippy.
Trigger
Instant
Try It
New Custom Property Value Updated
Triggers when a new custom property value is updated in Whippy.
Trigger
Instant
Try It
New Message Sent
Triggers when a new message is sent in Whippy.
Trigger
Instant
Try It
New Sequence Run Updated
Triggers when a sequence run is updated in Whippy.
Trigger
Instant
Try It
New Step Contact Updated
Triggers when a step contact is updated in Whippy.
Trigger
Instant
Try It
Sequence Updated
Triggers when a sequence is updated in Whippy.
Trigger
Instant
Try It
- Sequence ID
  Required
- Step ID
- From
  Required
- To - Array of objects (Email, Name, Phone)
  Required
Action
Write
- Phone
- Email
- Name
- Opt_in_to
- Opt_in_to_all_channels
Action
Write
- Attachments
- Body
  Required
- From
  Required
- To
  Required
- Opt In To - Array of objects (Campaign ID, Phone Number)
- Opt_in_to_all_channels
Action
Write
- Attachments
- Body
  Required
- From
  Required
- To
  Required
- Opt In To - Array of objects (Campaign ID, Phone Number)
- Opt_in_to_all_channels
Action
Write
- Contact ID
  Required
- Email
- Name
- Phone
Action
Write
- Campaign ID
  Required
Action
Search
- Limit
- Offset
Action
Search
- Limit
- Offset
- Name
- Email
- Phone
- Channels - Array of objects (Channel ID, Chanel Phone Number)
- Created By
Action
Search
- Agent Name
- Limit
- Offset
Action
Search
- Before
- After
- Limit
- Offset
Action
Search
- Limit
- Offset
- Title
Action
Search
- Sequence ID
  Required
Action
Search

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Connect Salesforce and Whippy to integrate crucial parts of your business

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.

Automate your lead management and improve conversions

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

Level up your Salesforce to Whippy integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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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 Whippy

Whippy is a shared SMS inbox for teams. With Whippy you can convert leads on your website. Qualify them via SMS with your team and gather feedback and reviews from customers.

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