SiteCapture + Salesforce + Code by Zapier Integrations
How to connect SiteCapture + Salesforce + Code by Zapier
Zapier lets you send info between SiteCapture and Salesforce and Code by Zapier automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with SiteCapture + Salesforce + Code 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 SiteCapture, Salesforce, and Code by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.
Template Key
StatusRequired
Include Images and Report
Include originals (high res) in images zip file
Only include flagged photos in images zip file
Include folders in images zip file
Include Template Fields
Report Type
Retrieve only recent projects updated in 60 minutes
Maximum number of Projects to retrieve
Try ItProject IdRequired
User IdRequired
Notify User
Remove Previous Assignee Access
Project IdRequired
Project IdRequired
Send initial Email
Send Email Reminders
Project IdRequired
Template KeyRequired
Container Project Id
Project IdRequired
Project IdRequired
Due date
Status
Fields
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How SiteCapture + Salesforce + Code by Zapier Integrations Work
- Step 1: Authenticate SiteCapture, Salesforce, and Code 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.
About SiteCapture
SiteCapture is a field reporting tool to collect photos and data from a job site. SiteCapture is used in home service industries such as solar to improve time and accuracy of site survey and system installations. Take photos and sync in real time for the most advanced technology in field services.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Code by Zapier
Write custom Python or Javascript code in response to any data from any service! Transform, mutate, customize or even do custom HTTP in a native and familiar environment.