Salesforce + Zapier Manager

Create team invitations in Zapier Manager for new Salesforce records

Effortlessly invite new teammates to your projects when a Salesforce record is created. This workflow effortlessly connects Salesforce and Zapier Manager, allowing you to save time in managing team invitations. Simply set up the automation, and whenever a new record is added in Salesforce, a team invitation will be created in Zapier Manager, streamlining your onboarding process and boosting productivity.

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!
Create Team Invitation
Invite a member to your Zapier team. This action is only available to Zapier for Teams users
ActionWrite

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Supported triggers and actions

What does this mean?

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
- Category
Trigger
Scheduled
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- Account
Trigger
Scheduled
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- Account
- Folder
- Zap
Trigger
Instant
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- Account
Trigger
Scheduled
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- Invitee EmailRequired
- Team
Action
Write
- NameRequired
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
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- 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
- Account
Trigger
Scheduled
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- Account
- Folder
Trigger
Scheduled
Try It
- Account
- Usage Threshold (Percent)
- Usage Threshold (Task)
Trigger
Scheduled
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- Account
- Folder
- Zap
Trigger
Instant
Try It
- Desired Zap stateRequired
- Account
- Folder
- ZapRequired
Action
Write
- Account
- NameRequired
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 Zapier Manager

Bolster your Zap housekeeping with Zapier Manager. Track Zap errors, invite members to your Team, and more!

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Create team invitations in Zapier Manager for new outbound messages in Salesforce

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Salesforce + Zapier Manager

Create team invitations in Zapier Manager for 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

New Public App

New Folder

Zap Turned Off

New Team Member

Create Team Invitation

Find App

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

New Invoice

New Zap

Task Usage Limit Reached

New Zap Error

Turn Zap On/Off

Find Zap

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Zapier Manager

Related categories

Related Zap Templates

Related Zap Templates