ReadyStack + Salesforce

Create tasks in Salesforce (Legacy) for newly exported contacts from ReadyStack workflows

Use this template to create a Salesforce (Legacy) task whenever a new contact is exported from a ReadyStack workflow.

Use this template to create a Salesforce (Legacy) task whenever a new contact is exported from a ReadyStack workflow.

  1. When this happens...
    ReadyStackReadyStack
    New Exported Contact From Workflow

    Triggers when a contact opens, clicks, or visits your website through a workflow. You may also select custom export triggers from your ReadyStack account.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    ActionWrite
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Supported triggers and actions

What does this mean?
    • Export EventRequired

    Trigger
    Instant
    Try It
    • List

    • Enter Tag label or insert Value from field

    Action
    Write
    • EmailRequired

    • Select WorkflowRequired

    • Select ActionRequired

    • Enter Tag label or insert Value from field

    Action
    Write
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • Export EventRequired

    • Workflow Option Zaps

    Trigger
    Instant
    Try It
    • EmailRequired

    • Select WorkflowRequired

    • Select Action

    • Enter Tag label or insert Value from field

    Action
    Write
    • EmailRequired

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
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About ReadyStack

ReadyStack provides Zap templates, data connections and expert workflow automation to enable quick app launches without costly development.
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Related categories

  • Marketing Automation

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier