Integrate Pathwright 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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Select a trigger from Pathwright

A trigger is an event that starts your Zap and runs the workflow. For example, with Pathwright, a trigger could be "New Learning Activity."

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 Pathwright to Salesforce

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

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Customers have created over 25 million Zaps on the platform

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

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Learn about AI automation

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Connect Pathwright and Salesforce to integrate crucial parts of your business

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Choose a Trigger

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.

- Activity Type
  Required
Trigger
Instant
Try It
Student Course Completion
Triggers when a student completes a course.
Trigger
Instant
Try It
New Registration
Triggers when a new registration happens in your Pathwright school.
Trigger
Instant
Try It
School Membership Updated
Triggers when a member of your school updates their membership.
Trigger
Instant
Try It
Student Unsubscription
Triggers when a user's subscription is canceled.
Trigger
Instant
Try It

- Cohort ID
  Required
- To email
  Required
- Invitation subject
- Invitation message
- Auto-create user?
  Required
- First Name
  Required
- Last Name
  Required
- Send email?
Action
Write
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

New Cohort
Triggers whenever a new cohort is created in a resource in your Pathwright school, whether that be by a staff member, or a learner creating their own member-created cohort.
Trigger
Instant
Try It
New School Member
Triggers when a new member joins your school.
Trigger
Instant
Try It
New Student Subscription
Triggers when a student subscribes to your school.
Trigger
Instant
Try It
Step Review Status Change
Triggers when a step's review status may have changed. This could be either the result of a step being automatically assigned a score, or from a teacher manually reviewing a submission. Additionally, other lifecycle events that affect the score or review status of a student's step will trigger this to be sent, such as skips or resets performed either by or on behalf of a student.
Trigger
Instant
Try It
User Email Updated
Triggers when a user changes the email address on their account.
Trigger
Instant
Try It
- Action
  Required
- User identifier type
  Required
- Source step ID
  Required
- Cohort ID
Action
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

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About Pathwright

Design step-by-step learning paths for anyone. With Pathwright you can create learning paths that guide students, employees, or anyone in the world to a new level of skill.

Learn more

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

Integrate Pathwright with Salesforce to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.