OfficeRnD + Salesforce

Add new Salesforce contacts to OfficeRnD as members

Get more members into your space by optimize your onboarding processes. One way to provide a better onboarding experience is to connect different apps you are using as contact databases. Use this Zap to automatically add new contacts from Salesforce to OfficeRnD to ensure that you'll have all necessary info in place once a prospect confirms they want to become a member of your co-working space.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create Member
Triggers when a new member is added or when a member's status is changed.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- FlowRequired
- Manual flow input parameters
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Query TypeRequired
- Include Deleted Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- OrganizationRequired
- Location
- Visitor Flow
Trigger
Polling
Try It
- OrganizationRequired
- Location
Trigger
Polling
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- OrganizationRequired
- Status
- Location
Trigger
Polling
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- OrganizationRequired
- Location
Trigger
Polling
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- OrganizationRequired
- Status
- Location
Trigger
Polling
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- OrganizationRequired
- TitleRequired
- Description
- Start TimeRequired
- End timeRequired
- LocationRequired
- Where
- URL
- Image URL
- Company
- Member
Action
Write
- OrganizationRequired
- LocationRequired
- NameRequired
- Company Name
- Email
- Phone
- Bio
- Twitter Handle
- Street Address
- City
- State
- Zip
- Country
- Business Name
- Tax Number
- Registration Number
- Billing Address
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Tags
Action
Write
- OrganizationRequired
- LocationRequired
- Opportunity Name
- Status
- Deal Size
- Member NameRequired
- Member Email
- Member phone
- Company Name
Action
Write
- OrganizationRequired
- LocationRequired
- NameRequired
- Email
- Url
- Twitter Handle
- Street Address
- City
- State
- Zip
- Country
- Business Name
- Tax Number
- Registration Number
- Billing Address
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Tags
Action
Write
- OrganizationRequired
- LocationRequired
- Visitor NameRequired
- Visitor FlowRequired
- Start TimeRequired
- End TimeRequired
- Visitor Company
- Visitor Email
- Visitor Phone
- Host
Action
Write
- OrganizationRequired
- Find ByRequired
Action
Search
- OrganizationRequired
- Find ByRequired
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- OrganizationRequired
- Location
- Resource
Trigger
Polling
Try It
- OrganizationRequired
- Location
- Status
Trigger
Polling
Try It
- OrganizationRequired
- Status
- Location
Trigger
Polling
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- OrganizationRequired
- Status
Trigger
Polling
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- OrganizationRequired
- Location
Trigger
Polling
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- OrganizationRequired
- Send Notification
- ResourceRequired
- StartRequired
- EndRequired
- Title
- Description
- Company
- Member
Action
Write
- OrganizationRequired
- LocationRequired
- Member
- Company
- Product
- Name
- QuantityRequired
- Price
- Date
Action
Write
- OrganizationRequired
- PlanRequired
- NameRequired
- PriceRequired
- Start DateRequired
- End Date
- LocationRequired
- Company
- Member
Action
Write
- OrganizationRequired
- TypeRequired
- TitleRequired
- URL
- Description
- Image URL
- LocationRequired
- Member
Action
Write
- OrganizationRequired
- Booking IDRequired
- Send Notification
- Edit Mode
Action
Write
- OrganizationRequired
- Find ByRequired
- Find Occurrence
Action
Search
- OrganizationRequired
- Find ByRequired
Action
Search

About OfficeRnD

OfficeRnD is a workspace management platform helping Coworking Spaces and Business Centers automate operations and improve members experience. The platform acts like a central hub that connects to and manages all systems already in place, saving space operators time and allowing them to focus only on the highest leverage activities.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

OfficeRnD + Salesforce

Add new Salesforce contacts to OfficeRnD as members

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Launch Flow

Send Email

Update Lead

Update Record (UTC)

Custom SOQL Query

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

New Visitor Check-In

New Event

New Membership

New Invoice

New Company

Create Event

Create Member

Create Opportunity

Create Company

Create Visitor

Find Member

Find Company

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Run Report

Update Contact

Update Record

API Request (Beta)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

New Booking

New Contract

New Member/Member Status Updated

New Opportunity

New Post

Create Booking

Create One-Off Fee

Create Membership

Create Post

Update Booking

Find Booking

Find Location

About OfficeRnD

Related categories

Similar apps

Zapier Interfaces

About Salesforce

Related categories

Similar apps

Zapier Interfaces