Dispatch + Salesforce

Create Dispatch jobs from new outbound messages on Salesforce

Spending too much time turning service requests into jobs? Problem solved if you use Zapier. With this integration up and running, your field technicians will automatically be able to receive jobs on their Dispatch mobile app whenever a new Salesforce message is sent, creating a seamless connection between the two apps.

When this happens...
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
TriggerInstant
automatically do this...
Create or Update Customer
Creates or Updates a customer.
ActionWrite
then do this!
Create or Update Job
Create or Update a job.
ActionWrite

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Supported triggers and actions

What does this mean?

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- 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 Event
Triggers when an update is made to Dispatch.
Trigger
Instant
Try It
- Appointment
- External Appointment ID
- External ID Match Behavior
- Job
- Appointment Time
- Duration
- Status
- Field Worker
- Strategy
Action
Write
- Product/Service
- Title
- Type
- Description
- Organization
- Price
- Taxable
- External Item ID
- Active
Action
Write
- Customer
- External Customer ID
- Organization
- First Name
- Last Name
- Description
- Company Name
- Email
- Phone Number
- Phone Type
- Primary Phone
- Street 1
- Street 2
- City
- State
- Postal Code
- Street 1
- Street 2
- City
- State
- Postal Code
Action
Write
- Job
- External Job ID
- External ID Match Behavior
- Organization
- Customer
- Status
- Title
- Service Type
- Description
- Brand
- Source
- Street 1
- Street 2
- City
- State
- Postal Code
- Country
- Label
Action
Write
- Entity IDRequired
- Entity TypeRequired
- DescriptionRequired
Action
Write
- Job OfferRequired
- RecipientRequired
- TextRequired
Action
Write
- Appointment
- External ID
- Job
- User
- Status
Action
Search
- Item
- External ID
- Title
- Organization
Action
Search
- Job
- External ID
- Organization
- Title
- Customer
- Status
Action
Search
- Organization
- External ID
- Name
Action
Search

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 ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- 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
- FieldsRequired
- Record Type
Action
Write
- Billing Document
- Invoice/Estimate External ID
- Job
- Job External ID
- Type
- Status
- Flat Rate
- Percent
- Product/Service
- Product/Service External ID
- Quantity
- Amount
- Taxable
- Type
- Description
Action
Write
- Event
- Title
- Start Time
- Duration
- Field Worker
- Description
- Street 1
- Street 2
- City
- State
- Postal Code
- Country
Action
Write
- OrganizationRequired
- Job OfferRequired
- StatusRequired
Action
Write
- Job Offer
- Status
- Offer Strategy
- Offer Duration
- Brand
- Accept Title
- Allow Decline
- Decline Title
- Decline Reasons
- Title
- Description
- Service Type
- External Job ID
- Service Provider
- External Service Provider ID
- Name
- Phone
- Email
- First Name
- Last Name
- Phone Number
- Phone Type
- Primary Phone
- Email
- Street 1
- Street 2
- City
- State
- Postal Code
- Country
- Window Start
- Window End
Action
Write
- Organization
- External Organization ID
- Name
- Phone Number
- Email
- Timezone
- Service Types
- Street 1
- Street 2
- City
- State
- Postal Code
- Country
- Url
Action
Write
- User
- External User ID
- Organization
- First Name
- Last Name
- Phone Number
- Email
- Roles
- Service Types
- Timezone
- Occupation
- Has Smartphone
- Street 1
- Street 2
- City
- Postal Code
- State
- Country
Action
Write
- Billing Document
- External ID
- Job
- Type
Action
Search
- Customer
- Organization
- External ID
- Email
- First Name
- Last Name
Action
Search
- Job Offer
- External ID
Action
Search
- Dispatcher or Technician
- External ID
- Email
- Phone
- First Name
- Last Name
- Organization
Action
Search

About Dispatch

Deliver exceptional customer experiences. Book, track and manage with the world's most powerful on-demand services platform.

Help

Related categories

Scheduling & Booking

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

Dispatch + Salesforce

Create Dispatch jobs from new outbound messages on Salesforce

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Disclaimer

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Use Assignment Rules

Update Contact

Update Record

Use Assignment Rules

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Record

Second Field to Search By

Second Search Value

Search Operator

Find Record(s) by Query

Find or Create Record

Second Field to Search By

Second Search Value

Search Operator

Use Assignment Rules

New Event

Create or Update Appointment

Appointment

External Appointment ID

External ID Match Behavior

Job

Appointment Time

Duration

Status

Field Worker

Strategy

Create or Update Product or Service

Product/Service

Title

Type

Description

Organization

Price

Taxable

External Item ID

Active

Create or Update Customer

Customer

External Customer ID

Organization

First Name

Last Name

Description

Company Name

Email

Phone Number

Phone Type

Primary Phone

Street 1

Street 2

City

State

Postal Code

Street 1

Street 2

City

State

Postal Code

Create or Update Job

Job