Angaza + Salesforce

Create new Angaza accounts for won Salesforce opportunities

Keep a single source of truth. When you close a deal in Salesforce, this Zapier integration automatically creates a new Angaza account.

When this happens...
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
TriggerScheduled
automatically do this!
Create Account
Creates an account.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
New Account
Triggers when a new account is created.
Trigger
Scheduled
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- Pricing GroupRequired
- Number of days overdueRequired
Trigger
Scheduled
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Updated Prospect Status
Triggers when a prospect has a new status.
Trigger
Scheduled
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- Responsible AgentRequired
- Pricing GroupRequired
- Client PhoneRequired
- Client NameRequired
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
New Prospect
Triggers when a new prospect is created.
Trigger
Scheduled
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Account Paid Off
Triggers when an account is paid off. In the Hub, these are accounts with an "Unlocked" status.
Trigger
Scheduled
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- Unit NumberRequired
- Responsible AgentRequired
- Pricing GroupRequired
- Client PhoneRequired
- Client NameRequired
- Cash Collected
Action
Write
- Account NumberRequired
- Assign ToRequired
- Due Date
- PriorityRequired
- Instructions
Action
Write

About Angaza

Angaza is a business solution designed for last-mile distributors of products and services in emerging markets. Angaza allows you to unlock new markets and sell more products — from solar lighting systems to clean cookstoves.