IntelligenceBank + Salesforce
Update IntelligenceBank database records when Salesforce records are modified
Keep your IntelligenceBank database up-to-date with changes in your Salesforce entries. This workflow starts when a field in a Salesforce record is updated, provoking the creation of a new record in the IntelligenceBank app. It ensures that your database accurately reflects the current state of your Salesforce records, eliminating the need for manual data entry and minimizing the risk of outdated or incorrect data.
Keep your IntelligenceBank database up-to-date with changes in your Salesforce entries. This workflow starts when a field in a Salesforce record is updated, provoking the creation of a new record in the IntelligenceBank app. It ensures that your database accurately reflects the current state of your Salesforce records, eliminating the need for manual data entry and minimizing the risk of outdated or incorrect data.
- When this happens...
Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Database RecordCreates a new Database Record, typically with input from a previous step.
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDatabase _idRequired
Staged Record Submission Status
Standard Record Submission Status
Return Friendly Form Data
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDatabase _id
Field _id
File Upload Type
File Entry Type
Approval Revision
Workflow Approval Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFolder _id
Search Sub-Folders
Search Keywords
Restrict Content Search
File extension
Return Friendly Custom Fields Data
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFolder _id
Search Sub-Folders
Search Keywords
Restrict Content Search
File extension
Return Friendly Custom Fields Data
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Source Item _id
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Sort by FieldRequired
Sort orderRequired
Max Results (1-100)Required
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFolder _id
Search Sub-Folders
Search Keywords
Restrict Content Search
File extension
Return Friendly Custom Fields Data
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDatabase _idRequired
Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Database _idRequired
Create Record As Draft
Owner Groups
Owner Division
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Destination Folder _idRequired
Folder NameRequired
Folder Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source _idRequired
Source TypeRequired
Message
XFDF Annotation
Color
Id
Page
X
Y
Type
Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder _idRequired
Resource Name
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
File NameRequired
Remote File NameRequired
Remote Connector KeyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File Tmp NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group _idRequired
Group NameRequired
Group Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource _idRequired
Resource Name
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sort by FieldRequired
Sort orderRequired
Max Results (1-100)
ActionThis is an event a Zap performs.SearchFind existing data in your appSort by fieldRequired
Sort orderRequired
Max Results (1-100)Required
Search Keywords
ActionThis is an event a Zap performs.SearchFind existing data in your appRecord File _id
Database _id
Record _id
Field _id
File Upload Type
Ref
Approval Revision
Workflow Approval Status
Sort by FieldRequired
Sort orderRequired
Max Results (1-100)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder _id
Search Sub-Folders
Sort by FieldRequired
Sort orderRequired
Max Results (1-100)
Search Keywords
Search Scope
File Extension
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
ActionThis is an event a Zap performs.SearchFind existing data in your appCreator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Source Item _id
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Sort by FieldRequired
Sort orderRequired
Max Results (1-100)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appSort by fieldRequired
Sort orderRequired
Max Results (1-100)Required
Search Keywords
Template Group _idRequired
Group NameRequired
Group Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record to LinkRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Warning
Opportunity
Create New Opportunity
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Note
Salesforce ObjectRequired
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
Order By
Order Direction
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
Order By
Order Direction
Limit
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundResolved
Source TypeRequired
Source
Parent MarkUp Comment
MarkUp Comment Creator
Keywords
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDatabase _idRequired
Staged Record Submission Status
Standard Record Submission Status
Return Friendly Form Data
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDatabase _id
Field _id
File Upload Type
File Entry Type
Approval Revision
Workflow Approval Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDatabase _idRequired
Staged Record Submission Status
Standard Record Submission Status
Return Friendly Form Data
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPlatform URLRequired
Email AddressRequired
PasswordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TargetRequired
File NameRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template Group _idRequired
Group NameRequired
Group Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder _idRequired
Resource Name
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
File - TypeRequired
File - Tmp NameRequired
File - SizeRequired
File - Original FilenameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder _idRequired
Resource URLRequired
Resource NameRequired
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Markup Comment _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Database _idRequired
Record _idRequired
Update Record As DraftRequired
Owner Groups
Owner Division
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource Name
Resource IdRequired
File - TypeRequired
File - Tmp FilenameRequired
File - SizeRequired
File - New NameRequired
Create New VersionRequired
New Version Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Filter _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workflow Request _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent Folder _id
Sort by FieldRequired
Sort orderRequired
Keyword(s) to search for
Max Results (1-100)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appSource Type
Source _id
Creator _id
Sort by FieldRequired
Sort orderRequired
Max Results (1-100)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appDatabase _idRequired
Sort by Field. Left blank to sort by relevance.Required
Sort orderRequired
Max Results (1-100)Required
Staged Record Submission Status
Standard Record Submission Status
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
4. Filtering Condition - Field _id
4. Filtering Condition - Field Type
4. Filtering Condition - Date Range
4. Foreign Source _id
4. Filtering Condition - Foreign Field _id
4. Filtering Condition - Foreign Field Type
4. Filtering Condition - Search Value
4. Filtering Condition - Operator
4. Filtering Condition - Union
5. Filtering Condition - Field _id
5. Filtering Condition - Field Type
5. Filtering Condition - Date Range
5. Foreign Source _id
5. Filtering Condition - Foreign Field _id
5. Filtering Condition - Foreign Field Type
5. Filtering Condition - Search Value
5. Filtering Condition - Operator
5. Filtering Condition - Union
ActionThis is an event a Zap performs.SearchFind existing data in your appSort by fieldRequired
Sort orderRequired
Max Results (1-100)Required
User Fullname to search for
User Email to search for
User _id to search for
User id to search for
User Division _id to search for
User Group _id to search for
User External Id to search for
ActionThis is an event a Zap performs.SearchFind existing data in your appParent Folder _id
Sort by FieldRequired
Sort orderRequired
Keyword(s) to search for
Max Results (1-100)Required
Destination Folder _idRequired
Folder NameRequired
Folder Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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