ConditionalVisibility

new-products-promo

Automation inspiration

streamline-work-across-departments-with-automation-hero-image

QuickBooks Online

Slack

HubSpot

Salesforce

When you bring Zapier into the mix, it's easier to streamline work between different teams. Here are the top workflows you can automate between your departments.

Streamline work across departments with automation | Zapier

Discover ways to foster growth and make work easier

Streamline work across departments with automation 

Customize your Salesforce workflows to store the exact data you want, and save time while you do it. Whenever a customized webhook is caught, this integration searches for an existing custom object in Salesforce and automatically updates it. If it doesn't find a matching custom object, it will create it.

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

Webhooks by Zapier

Retrieve Poll

Wait for a new POST, PUT, or GET to a Zapier URL.

Catch Hook

Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.

Catch Raw Hook

Fire off a custom request by providing raw details. Very flexible but unforgiving.

Custom Request

Fire off a single GET request with optional querystrings.

Fire off a single POST request as a form or JSON.

POST

Fire off a single PUT request as a form or JSON.

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

Triggers when a new Attachment is added to a case.

New Case Attachment

New Contact

Triggers when a field is updated on the object specified. It will output the old and new field values.

New Field History Tracking Event

New Lead

Triggers when a new outbound message is received in Salesforce.

New Outbound Message

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

New Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updated Field on Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Updated Record

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Find Child Records

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Find Record

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Find Record(s)

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Find Record(s) by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find Record by Query

Gets all notes and attachments for a record.

Get Record Attachments

Find a record. Optionally create a record if not found.

Find or Create Record

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Find or Create Record by Query

Adds an existing contact to an existing campaign.

Add Contact to Campaign

Adds an existing file to an existing Record.

Add File to Record

Adds an existing lead to an existing campaign.

Add Lead to Campaign

Convert Lead to Contact

Create Attachment

Creates records from line items and sets the parent-child relationship.

Create Child Records (with line item support)

Create Contact

Create File

Create Lead

Creates a new note and links it to a parent record

Create Note

Creates a new record of a specified Salesforce object.

Create Record

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Create Record (UTC)

Updates an existing contact in Salesforce.

Update Contact

Update Lead

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Update Record

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Update Record (UTC)

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Update Salesforce custom objects with new caught webhooks

Want to make sure you can always tell your paying customers apart from those who aren't? Set up this integration and we'll help with that, monitoring Shopify for you and automatically updating a HubSpot contact with the information from any new paid orders, or creating entirely new contacts if no match is found.

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.

Shopify

Triggers when a new blog is added to your Shopify store.

New Blog

Triggers when a new entry is added to a blog in your Shopify store.

New Blog Entry

Triggers when a new customer is added to your Shopify account.

New Customer

Triggers when a customer account is enabled.

Customer Account Enabled

Triggers when an Order Risk Level is medium, high or both.

New Fraudulent Order

Triggers whenever a cart is "abandoned" (only open carts) (with line item support).

New Abandoned Cart

Triggers whenever a order is "cancelled" (with line item support).

New Cancelled Order

Triggers whenever an order is cancelled (with line item support).

Triggers when a new draft order is created

New Draft Order

Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded (with line item support).

New Paid Order

Triggers when an order is fulfilled (with line item support).

New Fulfilled Order

Triggers when a new purchase is made (only open orders) (with line item support).

New Order

Triggers when an order is created (with line item support).

Triggers when an order is paid (with line item support).

New Product

Triggers when a refund or partial refund occurs.

New Refund

Triggers when a new purchase is made (of any order status).

New Order (Any Status)

Triggers when a new product is added to your Shopify store.

Triggers when a new tag is added to a customer.

New Tag Added to Customer

Triggers when a customer's information is updated.

Updated Customer

Triggers when an Inventory Item quantity is updated.

Updated Inventory

Triggers when an order is updated (with line item support).

Updated Order

Triggers when a Product is updated, ordered or when a variant is added, removed, or updated.

Updated Product

Triggers when a tag has either been added or removed from an order.

Updated Tag in Order

Find Customer

Find Order

Gets all fulfillment orders for a given order ID.

Get Fulfillment Orders by Order ID

Get Order by ID

Searches for Metafields data for a given resource (example order Metafields).

Find Metafields

Finds the Transactions associated to an Order.

Find Order Transactions

Finds multiple Products by IDs. Returned as line items.

Find Products by ID (With Line Item Support)

Finds a list of products by searching the titles.

Find Products by Title (With Line Item Support)

Find Product by Title

Finds a product by handle. Titles can also be used if handles are not customized.

Find Product by Title or Handle

Finds a list of product variants by searching the titles.

Find Product Variants by Title (With Line Item Support)

Find Product Variant by SKU

Finds a product variant by a title search.

Find Product Variant by Title

Find or Create Customer

Finds or creates a specific product by title.

Find or Create Product

Finds or creates a specific product by title v2.

Finds or creates a specific product by title v3.

Finds or creates a specific product variant by title.

Find or Create Product Variant

Find or Create Product Variant V2

Add Line Item to Order

Add Tag to Customer

Create Blog Entry

Create Company

Create Product Variant

Create Customer

Creates a new draft order (with line item support).

Create Draft Order

Creates a fulfillment for one or many fulfillment orders that are associated with the same order and are assigned to the same location.

Create Fulfillment

Updates the quantity of an existing product variant.

Update Inventory Quantity

Updates the quantity of existing product variants.

Update Inventory Quantity (with line item support).

Creates a new order (with line item support).

Create Order

Create Product

Publishes a product to a channel (e.g., a sales channel).

Publish Product

Removes one or more tags from a customer.

Remove Tag from Customer

Create Transaction

Updates an existing customer. Replaces only data that is set.

Update Customer

Update Order

Updates an existing product. Replaces only data that is set.

Update Product

Updates an existing product variant. Replaces only data that is set.

Update Product Variant

HubSpot is your all-in-one stop for all of your marketing software needs.

New Company

Triggers when a company recently created or updated.

Company Recently Created or Updated

Triggers when a contact recently created or updated.

Contact Recently Created or Updated

Triggers when a line_item recently created or updated.

Line_item Recently Created or Updated

Triggers when a product recently created or updated.

Streamline work across departments with automation

Discover ways to foster growth and make work easier

Related articles

Improve your productivity automatically. Use Zapier to get your apps working together.