SalesforceCLIAPI@2.23.0 logoSalesforceCLIAPI@2.23.0 logo

Salesforce Onboarding - Opportunity to Case

“Any time an opportunity Stage is updated to "Closed Won", a case will be created within Salesforce with the type as "Onboarding". ”

Chris Cohroncreated by Chris Cohron
How Zapier works (57 sec)
How Zapier works (57 sec)
Try this Zap FREE for 14 days

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
    • 723 people use this app pairing

    This Zap uses the following app

    • Salesforce logo

    Salesforce

    Check out all the other ways you can connect Salesforce.
    Learn More