Salesforce + Whoz

Create Whoz opportunities or deals from new Salesforce records

Whenever you have a new Salesforce record, a matching opportunity or deal will be saved to Whoz automatically.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this!
Save Opportunity/Deal
Saves (creates, updates or patch) an opportunity or a deal.
ActionWrite

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Supported triggers and actions

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
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
- Workspace identifierRequired
Trigger
Instant
Try It
- Workspace identifierRequired
Trigger
Instant
Try It
- Workspace identifierRequired
Trigger
Instant
Try It
- Workspace identifierRequired
Trigger
Instant
Try It
- Workspace identifierRequired
Trigger
Instant
Try It
- Workspace IdRequired
- NameRequired
- AliasRequired
- TypeRequired
Action
Write
- Patch dataRequired
- Workspace IdRequired
- Opportunity/Deal Id
- Name
- Owner Id
- Owner External Id
- External Reference
- Billing Type
- Budget
Action
Write
- workspaceIdRequired
- accountIdRequired
Action
Search

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
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
- Workspace identifierRequired
Trigger
Instant
Try It
- Workspace identifierRequired
Trigger
Instant
Try It
- Workspace identifierRequired
Trigger
Instant
Try It
- Workspace identifierRequired
Trigger
Instant
Try It
- Workspace identifierRequired
Trigger
Instant
Try It
- Workspace IdRequired
- MonthRequired
- WorkloadRequired
- Member External IDRequired
Action
Write
- dossier identifierRequired
Action
Search
- member identifierRequired
Action
Search

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Whoz

Whoz boosts services companies results thanks to its unique staffing optimization solution.

Related categories

Project Management

Related Zap Templates

Create Salesforce records when new opportunities are won in Whoz

Save Whoz opportunities or deals when new fields are updated in Salesforce

Salesforce + Whoz

Create Whoz opportunities or deals from new Salesforce records

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Find or Create Record

Account Created

Member Updated

Opportunity Lost

Opportunity Won

Task Created

Create Account

Save Opportunity/Deal

Find Account

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create File

Create Note

Create Record (UTC)

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record by Query

Member Created

Opportunity/Deal Created

Opportunity/Deal Updated

Project Created

Task Updated

Set Timesheet Workloads With a CSV File

Find Opportunity/Deal

Find Member

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Whoz

Related categories

Related Zap Templates

Related Zap Templates