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Zapier tutorials

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Slack

Salesforce

Spend less time jumping back and forth between Slack and Salesforce, and more time getting valuable work done.

How to get notifications in Slack for new tasks in Salesforce

Let Zapier do the heavy lifting so you can stop checking Salesforce for new tasks and get notified in Slack automatically instead! With this Zap, you'll get Slack channel notifications for new tasks in Salesforce without having to do a thing (after you set up the Zap, of course). New tasks will trigger Zapier to send channel notifications in Slack so you don't have to search for new work.

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

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New or Updated File on Record

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

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Create Enhanced Note

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)

Deletes an existing record of a specified Salesforce object.

Delete Record

Sends an email using Salesforce Simple Email Actions.

Send Email

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)

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

New Message Posted to Private Channel

Triggers when a Message is pushed from Slack.

New Pushed Message

Triggers when a reaction (aka reactji) is added to a message in a public #channel.

New Reaction Added

New Saved Message

Triggers when a new Slack user is created / first joins your org.

New User

Finds a Slack message using the Slack Search feature.

Find Message

Finds a user by matching against their email instead of their username.

Find User by Email

Find User by ID

Finds a user by matching against their real name instead of their username.

Find User by Name

Find User by Username

Adds a reminder for yourself or a teammate, just like the `/remind` slash command.

Add Reminder

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Invite User to Channel

Posts a message to the specific #channel you choose. Message delivery can be scheduled for later.

Send Channel Message

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

Send Direct Message

Create Channel

Post a new message to a private channel you choose. Can also schedule a message for later.

How to get notifications in Slack for new tasks in Salesforce

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