PassKit Membership + Salesforce

Update Salesforce records when new PassKit Membership passes are installed to wallets

Streamline your member management process directly from PassKit Membership to Salesforce with this effortless workflow. Anytime a pass is added to the wallet in the PassKit Membership app, the corresponding member record is updated in Salesforce. This offers a seamless way to keep membership information precise and up-to-date, saving you time and enhancing overall efficiency.

When this happens...
Pass Installed to Wallet
Triggers when a pass is installed to a wallet. Dependent on the Pass Holder being connected to internet.
TriggerInstant
automatically do this!
Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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Supported triggers and actions

- Program IdRequired
Trigger
Instant
Try It
- Program IdRequired
Trigger
Instant
Try It
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Points
- Secondary Points
- Tier Points
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Member Id
- Address
- Latitude
- Longitude
- Altitude
- External Event Id
- External Device Id
- External Service Id
- Notes
- Mata Data Key
- Mata Data Value
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
Action
Write

- ProgramRequired
- TierRequired
Action
Write
- PassKit Generated Member Id (22 characters)Required
Action
Write

- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- ProtocolRequired
- Alternative Email
Action
Write
- ProgramRequired
- TierRequired
- Id
Action
Write
- Program IdRequired
- PassKit Generated Member Id (22 characters)Required
- TimeRequired
- Filter ValueRequired
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

- Program IdRequired
Trigger
Instant
Try It
- Program IdRequired
Trigger
Instant
Try It
- PassKit Generated Member Id (22 characters)
- Program IdRequired
- External Id
- Tier IdRequired
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Member Id
- Address
- Latitude
- Longitude
- Altitude
- External Event Id
- External Device Id
- External Service Id
- Notes
- Mata Data Key
- Mata Data Value
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Points
- Secondary Points
- Tier Points
Action
Write
- Program IdRequired
- External IdRequired
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Last Name
- First Name
- Full Name
- Suffix
- Salutation
- Gender
- Date of Birth
- Email Address
- Mobile Number
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Points
- Reset Points
- Secondary Points
- Reset Secondary Points
- Tier Points
- Reset Tier Points
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Member Id
- Expiry Date
Action
Write
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