Quickbase + Salesforce + Schedule by Zapier Integrations

How to connect Quickbase + Salesforce + Schedule by Zapier

Zapier lets you send info between Quickbase and Salesforce and Schedule by Zapier automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with Quickbase + Salesforce + Schedule by Zapier

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Quickbase, Salesforce, and Schedule by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- ApplicationRequired
- TableRequired
- Criteria Field
- Criteria Operator
- Criteria Value
Trigger
Scheduled
Try It
- ApplicationRequired
- TableRequired
Action
Write
- ApplicationRequired
- TableRequired
- Record IDRequired
Action
Write
- ApplicationRequired
- TableRequired
- Criteria Match ConditionRequired
- Criteria Field
- Criteria Operator
- Criteria Value
- Criteria Set 2: Field
- Criteria Set 2: Operator
- Criteria Set 2: Value
- Criteria Set 3: Field
- Criteria Set 3: Operator
- Criteria Set 3: Value
- Criteria Set 4: Field
- Criteria Set 4: Operator
- Criteria Set 4: Value
- Criteria Set 5: Field
- Criteria Set 5: Operator
- Criteria Set 5: Value
- Sort Field
- Sort Order
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- 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
- Time of DayRequired
- Trigger on weekends?
Trigger
Instant
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- Day of the MonthRequired
- Time of DayRequired
Trigger
Instant
Try It

- ApplicationRequired
- TableRequired
Action
Write
- ApplicationRequired
- TableRequired
- Record IDRequired
Action
Write
- ApplicationRequired
- TableRequired
- Criteria Match ConditionRequired
- Criteria Field
- Criteria Operator
- Criteria Value
- Criteria Set 2: Field
- Criteria Set 2: Operator
- Criteria Set 2: Value
- Criteria Set 3: Field
- Criteria Set 3: Operator
- Criteria Set 3: Value
- Criteria Set 4: Field
- Criteria Set 4: Operator
- Criteria Set 4: Value
- Criteria Set 5: Field
- Criteria Set 5: Operator
- Criteria Set 5: Value
- Sort Field
- Sort Order
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- 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
- Frequency TypeRequired
- Interval
- Start DateRequired
- Time of DayRequired
Trigger
Instant
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- Time Offset
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the WeekRequired
- Time of DayRequired
Trigger
Instant
Try It

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How Quickbase + Salesforce + Schedule by Zapier Integrations Work

Step 1: Authenticate Quickbase, Salesforce, and Schedule by Zapier.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Quickbase + Salesforce + Schedule by Zapier

About Quickbase

Quickbase makes it easy to create custom applications and workflows to streamline processes, with IT visibility and control.

Related categories

Databases

Similar apps

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

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

Quickbase + Salesforce + Schedule by Zapier Integrations

How to connect Quickbase + Salesforce + Schedule by Zapier

Do even more with Quickbase + Salesforce + Schedule by Zapier

New Record

Criteria Field

Criteria Operator

Criteria Value

Create / Update Records From Array

Update Record

Find or Create Record

Criteria Field

Criteria Operator

Criteria Value

Criteria Set 2: Field

Criteria Set 2: Operator

Criteria Set 2: Value

Criteria Set 3: Field

Criteria Set 3: Operator

Criteria Set 3: Value

Criteria Set 4: Field

Criteria Set 4: Operator

Criteria Set 4: Value

Criteria Set 5: Field

Criteria Set 5: Operator

Criteria Set 5: Value

Sort Field

Sort Order

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Warning

Opportunity

Create New Opportunity

Create Child Records (with line item support)

Use Assignment Rules

Create File

Title

Description

Salesforce Object

Create Note

Note

Is Private

Create Record (UTC)

Use Assignment Rules

Update Lead

Use Assignment Rules

Update Record (UTC)

Use Assignment Rules

Find Child Records

Find Record(s)

Search Results

Find Record by Query

Order By

Order Direction

Limit

Find or Create Record by Query

Order By

Order Direction

Limit

Use Assignment Rules

Every Day

Trigger on weekends?

Every Month

Create Record

Delete Record

Find Record

Criteria Field

Criteria Operator

Criteria Value

Criteria Set 2: Field

Criteria Set 2: Operator

Criteria Set 2: Value

Criteria Set 3: Field

Criteria Set 3: Operator

Criteria Set 3: Value

Criteria Set 4: Field

Criteria Set 4: Operator