Salesforce + SweepBright
Create or update opportunities in Salesforce when the statuses of properties change in SweepBright
Keeping your opportunities updated across your various tools can be a challenge if you have to do it manually. Set up this SweepBright-Salesforce integration to update an opportunity automatically in Salesforce when the status of a property changes in SweepBright.
Keeping your opportunities updated across your various tools can be a challenge if you have to do it manually. Set up this SweepBright-Salesforce integration to update an opportunity automatically in Salesforce when the status of a property changes in SweepBright.
- When this happens...
Property Status ChangedTriggers when property status is changed.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWriteCreate a new record or update an existing record in your app.
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Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Interaction Registered for Lead
Triggers when a new interaction is registered for a lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Feedback Added to Interaction
Triggers when feedback is added to an interaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Visit Canceled
Triggers when a visit has been canceled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Visit Updated
Triggers when a visit has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Requested: Exclusive Agreement
Triggers when an Exclusive Agreement document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer Accepted
Triggers when an Offer is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer Cancelled
Triggers when an Offer is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer Created
Triggers when an Offer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer Restored
Triggers when an Offer is restored.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Owner Created
Triggers when a new owner is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Requested: Property Folder
Triggers when a Property folder document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Requested: Lease or Purchase Agreement
Triggers when a Lease or Purchase Agreement document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Office IDRequired
Contact TypeRequired
E-mail AddressRequired
Language
First Name
Last NameRequired
Phone Number
Pronouns
External Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BuyersRequired
Buyer Fee FixedRequired
Buyer Gross Amount
Buyer Fee PercentageRequired
CurrencyRequired
DirectionRequired
Owner Fee FixedRequired
Owner Net Amount
Owner Fee PercentageRequired
Notes
OwnersRequired
Parent Offer ID
Property IDRequired
Valid Until
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Label IDsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
LabelsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search QueryRequired
Office ID
Contact Type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch QueryRequired
Office ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Query
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case Attachment
Triggers 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 planNew 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 planSalesforce 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 appSalesforce 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 appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce 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
Property Created or Updated
Triggers when a property is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Created
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Updated
Triggers when a lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Visit Scheduled
Triggers when a new visit has been scheduled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Requested: Valuation
Triggers when a valuation document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Requested: Property Sheet
Triggers when a Property Sheet document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer Archived
Triggers when an Offer is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer Changed
Triggers when an Offer is changed in any way.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer Refused
Triggers when an Offer is refused.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer Updated
Triggers when an Offer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Owner Updated
Triggers when an owner is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property Status Changed
Triggers when property status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
LabelsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Property IDRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Property ID
Company
E-Mail AddressRequired
First Name
Last NameRequired
Notes
Phone Number
Pronouns
Property Type Preference
Borough/District
Box/Unit Number
City/Town/Suburb
Country
Floor
Building Number
Postcode/Zip
Province/State/Territory
Street
Street 2
Location Preference Country
Location Preference Postal Codes
Max. Price/Rent
Min. Price/Rent
Min. Bedrooms
Looking to (Buy,Rent)
Team
External Source
Min. liveable area
Max. liveable area
Min. gross area
Max. gross area
Min. plot area
Max. plot area
Min. net area
Max. net area
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Office IDRequired
TypeRequired
StatusRequired
Negotiator EmailRequired
Transaction TypeRequired
Price
Currency
Street
Street 2
Number
Addition
Box
Floor
Postal Code
City
Province or State
Borough or District
CountryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Property IDRequired
Relation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Buyers
Buyer Fee Fixed
Buyer Gross Amount
Buyer Fee Percentage
Currency
Direction
Owner Fee Fixed
Owner Net Amount
Owner Fee Percentage
Offer IDRequired
Notes
Owners
Valid Until
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offer IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch QueryRequired
Office IDRequired
Contact TypeRequired
E-mail AddressRequired
Language
First Name
Last NameRequired
Phone Number
Pronouns
External Source
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew 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 planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew 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 planCampaignRequired
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.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce 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
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