Integrate Sendoso 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 Sendoso

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

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 Sendoso 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

Make work flow with AI

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Learn about AI automation

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Connect Sendoso and Salesforce to integrate crucial parts of your business

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Automate your lead management and improve conversions

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Create more impactful campaigns with automation

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Provide world-class support with a little help from automation

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Connect Sendoso and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

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.

New Send
Triggers when a gift is sent through your Sendoso account.
Trigger
Scheduled
Try It
- Touch ID
- eGift Amount
  Required
- Recipient Email
Action
Write
- Touch ID
Action
Write
- Touch ID
- Recipient Name
  Required
- Recipient Email
- Address Collection Message
- Notecard Message
Action
Write
- Touch ID
- Recipient Name
  Required
- Recipient Email
- Recipient Street Address
  Required
- Recipient Street Address 1
- Recipient City/Town
  Required
- Recipient State/Province
  Required
- Recipient ZIP/Postal Code
  Required
- Recipient Country
  Required
- Custom Message
  Required
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

Send Status Updated
Triggers when the status of a sent gift is updated.
Trigger
Scheduled
Try It
- Tracking Number
  Required
Action
Write
- Touch ID
Action
Write
- Touch ID
- Recipient Email
- eGift Amount
  Required
- Custom Message
  Required
Action
Write
- Touch ID
- Style Product ID
  Required
- Recipient Name
  Required
- Recipient Email
- Recipient Street Address
  Required
- Recipient Street Address 1
- Recipient City/Town
  Required
- Recipient State/Province
  Required
- Recipient ZIP/Postal Code
  Required
- Recipient Country
  Required
- Custom Message
  Required
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

Learn how to automate Sendoso on the Zapier blog

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About Sendoso

Sendoso is a sending platform that allows you to send anything to anyone programatically.

Related categories

Marketing

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 Sendoso with Salesforce to automate your work

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