Connect VanillaSoft to Salesforce and automate any workflow
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
Create your first workflow
Quickly connect VanillaSoft to Salesforce with a Zapier template.
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Choose a Trigger
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
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.
- VanillaSoft Zap NameRequired
- Description
- VanillaSoft Project NameRequired
- Select VanillaSoft Result Codes to associate with this Trigger
- Email on ErrorRequired
- Send Data Email on Last Error
- Email last error data to
Try It- New Contact
Triggers when a new Contact is created.
Try It - New Lead
Triggers when a new Lead is created.
Try It - Salesforce ObjectRequired
Try It
- VanillaSoft Zap NameRequired
- DescriptionRequired
- VanillaSoft Project NameRequired
- Email on Success
- Email on ErrorRequired
- Create New ContactsRequired
- Flag New ContactsRequired
- Route New Contacts as a First PriorityRequired
- Delay Routing of New Contacts
- Create Duplicates For Contacts That Share The Same Phone NumberRequired
- Flag DuplicatesRequired
- Error response for duplicate contact
- Update existing contactsRequired
- Update Key FieldRequired
- Route Updated as a First PriorityRequired
- Reopen and flag updated contacts (Recommended)Required
- History ObjectRequired
Try It- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It - Disclaimer
- Salesforce ObjectRequired
Try It
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Related categories
Related categories