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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 "Change Job Status" in YoPrint.

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Zapier seamlessly connects Salesforce and YoPrint, 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
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- 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
Contact Deleted
Triggers when a contact is deleted.
Trigger
Instant
Try It
Customer Created
Triggers when a customer is created.
Trigger
Instant
Try It
Customer Fund Withdrew
Triggers when a fund withdrew from Customer Wallet.
Trigger
Instant
Try It
Customer Message Bounced
Triggers when customer message bounced.
Trigger
Instant
Try It
Customer Updated
Triggers when a customer is updated.
Trigger
Instant
Try It
Artwork Change Requested
Triggers when a artwork change is requested.
Trigger
Instant
Try It
Job Marked as Rush
Triggers when a Job is marked as rush.
Trigger
Instant
Try It
Message Status Changed
Triggers when either a sales order or purchase order message status changes.
Trigger
Instant
Try It
Order Change Requested
Triggers when an order change is requested.
Trigger
Instant
Try It
Sales Order / Quote Marked as Not Rush
Triggers when a sales order is marked as Not rush.
Trigger
Instant
Try It
Sales Order/Quote Status Changed
This trigger is deprecated and should not be used
Trigger
Instant
Try It
Payment Received (Deposit Amount)
Triggers when an order received a payment of deposit amount.
Trigger
Instant
Try It
Refund Issued
Triggers when a refund is issued.
Trigger
Instant
Try It
Purchase Order Message Received
Triggers when purchase order message received.
Trigger
Instant
Try It
Quote Converted to Sales Order
Triggers when a quote is converted to order.
Trigger
Instant
Try It
Quote Status Changed
Triggers when a quote status changes
Trigger
Instant
Try It
Sales Order Status Changed
Triggers when a sales order status changes
Trigger
Instant
Try It
Task Status Changed
Triggers when a task status changes.
Trigger
Instant
Try It
- Message ID
Action
Write
- Purchase Order ID
Action
Write
- Order ID
  Required
Action
Write
- Do you want to perform an upsert?
- Name
  Required
- Website
- Resale Number
- Tax Identification Number
- Tax Exempt
- First Name
- Last Name
- Email
- Phone
- Fax
- Can Receive SMS
Action
Write
- Job ID
  Required
Action
Write
- Order ID
  Required
Action
Write
- Order ID
Action
Write
- Sales Order ID
  Required
- Message to Send
  Required
Action
Write
- Contact Id
  Required
Action
Search
- Invoice Id
  Required
Action
Search
- Task Id
  Required
Action
Search
- Sales Order/Quotes Id
  Required
Action
Search
- Vendor Id
  Required
Action
Search

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
Contact Created
Triggers when a contact is created.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
Customer Fund Deposited
Triggers when a fund deposited into Customer Wallet.
Trigger
Instant
Try It
Customer Deleted
Triggers when a customer is deleted.
Trigger
Instant
Try It
Customer Message Received
Triggers when customer message received.
Trigger
Instant
Try It
Artwork Approved
Triggers when a artwork is approved.
Trigger
Instant
Try It
Job Marked as Not Rush
Triggers when a Job is marked as not rush.
Trigger
Instant
Try It
Job Status Changed
Triggers when a job status changes.
Trigger
Instant
Try It
Order Approved
Triggers when an order is approved.
Trigger
Instant
Try It
Sales Order Created
Triggers when a sales order is created.
Trigger
Instant
Try It
Sales Order / Quote Marked as Rush
Triggers when a sales order is marked as rushed.
Trigger
Instant
Try It
Payment Received (Any Amount)
Triggers when an order received a payment of any amount.
Trigger
Instant
Try It
Payment Received (Full Amount)
Triggers when an order is fully paid.
Trigger
Instant
Try It
Purchase Order Message Bounced
Triggers when purchase order message bounced.
Trigger
Instant
Try It
Purchase Order Status Changed
Triggers when a purchase order status changes.
Trigger
Instant
Try It
Quote Created
Triggers when a quote is created.
Trigger
Instant
Try It
Sales Order Converted to Quote
Triggers when a sales order is converted to quote.
Trigger
Instant
Try It
Shipment Status Changed
Triggers when a shipment status changes.
Trigger
Instant
Try It
- Job ID
Action
Write
- Task ID
- Pipeline ID (Task Preset ID)
Action
Write
- Order ID
- Shipment ID
Action
Write
- Do you want to perform an upsert?
- Customer Id
  Required
- First Name
  Required
- Last Name
- Email
- Phone
- Fax
- Can Receive SMS
Action
Write
- Job ID
  Required
Action
Write
- Order ID
  Required
Action
Write
- Order ID
Action
Write
- Quote ID
  Required
- Message to Send
  Required
Action
Write
- Task ID
Action
Write
- Customer Id
  Required
Action
Search
- Order Id
  Required
- Job Id
  Required
Action
Search
- Purchase Order Id
  Required
Action
Search
- Shipment Id
  Required
Action
Search

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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

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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 YoPrint

YoPrint is an all-in-one print shop management software that helps you keep track of your sales, inventory and production.

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