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Create Onboarding Case record in Salesforce when Opportunity is marked as Closed Won

“Anytime an Opportunity is marked as "Closed Won", this workflow will create a new Onboarding Case in Salesforce automatically.”

Jeffrey Westcreated by Jeffrey West
How Zapier works (57 sec)
How Zapier works (57 sec)
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Trusted at companies large and small

This Zap works in 2 steps …

  • Step 1 - Trigger

    Anytime an updated field on record is created in Salesforce

  • Step 2 - Action

    Create record in Salesforce

    • 1 minute to set up
    • Get back 1.2 hrs /week
    • 10 people use this zap

    This Zap uses the following app

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    Salesforce

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