Issuetrak + Salesforce
Issuetrak + Salesforce
Issuetrak + Salesforce integrations
Create Issuetrak users from new Salesforce contacts
Set up this integration to create a user in Issuetrak automatically after each new contact is added to Salesforce. This ensures that your contact records stay up to date in both systems, with no added clicks or keystrokes.
- When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.TriggerPolling - automatically do this!
Create UserCreates a User.ActionWrite
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More things you can do with Salesforce and Issuetrak
Discover other triggers and actions you can use with Salesforce and Issuetrak
New Case AttachmentTriggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - FileRequired
- Title
- Description
- Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FlowRequired
- Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query TypeRequired
- Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your app- Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New GroupTriggers when a new group is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Should this Group be Agent Only?
- Group ID
- Display NameRequired
- Phone Number
- Email Address
- SMS Address
- Primary OrganizationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IID
- Groups to remove from the userRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group IID
- Organizations to remove from the userRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Is InternalRequired
- Site Title
- Contact Person
- Email
- Phone
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Web Address
- Email Domain
- Reply To Email Name
- Reply To Email Address
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IID
- Organizations to remove from the userRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IID of User To UpdateRequired
- Can Login
- Active
- Should the User be an agent?
- First Name
- Last Name
- Display Name
- Phone Number
- Email Address
- SMS Address
- Time Zone
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary Organization
- Redirect After Issue Submit
- Home Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IID of User To UpdateRequired
- Can Login
- Active
- Should the User be an agent?
- First Name
- Last Name
- Display Name
- Phone Number
- Email Address
- SMS Address
- Time Zone
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary Organization
- Redirect After Issue Submit
- Home Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IID exactly matches one of
- Search Name ByRequired
- Match Is Internal OnRequired
- Search Site Title ByRequired
- Search Contact Person ByRequired
- Search Email ByRequired
- Search Phone ByRequired
- Search Address Line One ByRequired
- Search Address Line Two ByRequired
- Search City ByRequired
- Search State ByRequired
- Search Postal Code ByRequired
- Search Web Address ByRequired
- Search Email Domain ByRequired
- Search Reply To Email Name ByRequired
- Search Reply To Email Address ByRequired
- Search Note ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IID exactly matches one of
- Search Issue Class Name ByRequired
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your app- IID exactly matches one of
- Match Is Open OnRequired
- Match Should Suppress Email Notifications OnRequired
- Match Is Global Issue OnRequired
- Match Is Child Issue OnRequired
- Match Is First Call Resolution OnRequired
- Severity
- Project
- Configuration Item
- Responsible Department
- Sub Type 1
- Sub Type 2
- Sub Type 3
- Sub Type 4
- Parent Issue
- Closed By
- Reopened By
- Last Activity By
- Issue Type
- Cause
- Class
- Location
- Organization
- Priority
- Substatus
- Assigned To
- Submitted By
- Entered By
- Next Action User
- Search Issue Subject ByRequired
- Search Description ByRequired
- Search Auto Assign Type ByRequired
- Search Submitted Date ByRequired
- Search Entered Date ByRequired
- Search Closed Date ByRequired
- Search Assigned Date ByRequired
- Search Reopened Date ByRequired
- Search Target Date ByRequired
- Search Required By Date ByRequired
- Search Next Action By Date ByRequired
- Search Last Activity Date ByRequired
- Search Escalate Date ByRequired
- Search First Response Time ByRequired
- Search by User Defined Fields?
ActionThis is an event a Zap performs.SearchFind existing data in your app- IID exactly matches one of
- Search Name ByRequired
- Search Message ByRequired
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your app- IID exactly matches one of
- Search Name ByRequired
- Search Description ByRequired
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your app- IID exactly matches one of
- Search Name ByRequired
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your app- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name ByRequired
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your app- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name ByRequired
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CampaignRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CampaignRequired
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note TitleRequired
- Note ContentRequired
- Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Warning
- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SOSL QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Organization
Triggers when a new Organization is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - IID of Group To UpdateRequired
- Should the Group only allow agents?
- Name
- Phone Number
- Email Address
- SMS Address
- Primary Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IID
- Groups to add to the userRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group IID
- Organizations to add to the groupRequired
- Allow members of the group, with appropriate permissions, to edit Issues in the selected OrganizationsRequired
- Allow members of the group to see (in lists) users in the selected OrganizationsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Issue TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IID
- Organizations to add to the userRequired
- Allow the user, with appropriate permissions, to edit Issues in the selected OrganizationsRequired
- Allow the user to see (in lists) users in the selected OrganizationsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IID of the Organization to updateRequired
- Name
- Is Internal
- Site Title
- Contact Person
- Contact User
- Secondary Contact User
- Tertiary Contact User
- Email
- Phone
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Web Address
- Email Domain
- Reply To Email Name
- Reply To Email Address
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Can Login
- Should the User be an agent?
- User ID
- First NameRequired
- Last NameRequired
- Display NameRequired
- Phone Number
- Email Address
- SMS Address
- Time ZoneRequired
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary OrganizationRequired
- Redirect After Issue SubmitRequired
- Home PageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IID exactly matches one of
- Search Cause Name ByRequired
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your app- Iid exactly matches one of
- Search Name ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IID exactly matches one of
- Search Name ByRequired
- Match Is Active OnRequired
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your app- IID exactly matches one of
- Search Project Title ByRequired
- Search Project Code ByRequired
- Manager IID exactly matches one of
- Organization IID exactly matches one of
- Location IID exactly matches one of
- Match Is Open OnRequired
- Category IID exactly matches one of
- Substatus IID exactly matches one of
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your app- IID exactly matches one of
- Search Name ByRequired
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your app- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name ByRequired
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your app- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name ByRequired
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search onRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- User IID matches one of
- Search User ID ByRequired
- Primary Organization Iid exactly matches one of
- Search Display Name ByRequired
- Match Is agent OnRequired
- Search First Name ByRequired
- Search Last Name ByRequired
- Search Phone Number ByRequired
- Search Email ByRequired
- Search SMS Address ByRequired
- Search Address Line One ByRequired
- Search Address Line Two ByRequired
- Search City ByRequired
- Search State ByRequired
- Search Zip/Postal Code ByRequired
- Search Country ByRequired
- Match Can Login OnRequired
- Match Active OnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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