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Integrate DigitalChalk with Salesforce to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate DigitalChalk with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from DigitalChalk

A trigger is an event that starts your Zap and runs the workflow. For example, with DigitalChalk, a trigger could be "Element Completed."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected DigitalChalk to Salesforce

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Triggers and actions are the main components of every automated workflow.

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Learn about AI automation

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Connect DigitalChalk and Salesforce to integrate crucial parts of your business

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Connect DigitalChalk and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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.

- Email Ends With
- Offering Title Equals
- Element Type Equals
- Element Title Equals
- Element Passed Equals
- Element Grade Less Than
- Element Grade Greater Than
- Element Grade Equals
Trigger
Instant
Try It
- Email Ends With
- Offering Title Equals
Trigger
Instant
Try It
- Email Ends With
- Offering Title Equals
- Element Type Equals
- Element Title Equals
- Element Passed Equals
- Element Grade Less Than
- Element Grade Greater Than
- Element Grade Equals
Trigger
Instant
Try It
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Username
- Language/Region
- Tags
- Timezone
- Street 1
- Street 2
- City
- State
- Postal Code
- Country
Action
Write
- Email Address
  Required
- Username
- First Name
  Required
- Last Name
  Required
- Language/Region
- Tags
- Timezone
- Street 1
- Street 2
- City
- State
- Postal Code
- Country
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It

- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

- Email Ends With
- Offering Title Equals
- Registration Passed Equals
- Registration Grade Less Than
- Registration Grade Greater Than
- Registration Grade Equals
Trigger
Instant
Try It
- Email Ends With
Trigger
Instant
Try It
- Email_address
  Required
- Offering
  Required
Action
Write
- Email Address
  Required
- Username
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Learn how to automate DigitalChalk on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About DigitalChalk

DigitalChalk by Sciolytix is an award-winning LMS for delivering corporate training and powering profitable continuing education businesses.

Related categories

Online Courses

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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