Salesforce + SysAid

Salesforce + SysAid integrations

Produce SysAid tickets from new Salesforce records

We know that your CRM is the heart of your business, so of course you need to keep it up-to-date with your other business applications, including SysAid. Use this Zap to automatically create a SysAid ticket from any new record in Salesforce, and keep the information updated as well.

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 Service RecordCreate a new Service Record
ActionWrite

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More things you can do with Salesforce and SysAid

Discover other triggers and actions you can use with Salesforce and SysAid

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- User Defined Name
  Required
- Service Record Type
- Title
- Description
- Category
- Status
- Request user
- Assigned to
- Admin group
- Company
- Email Account
- Impact
- Location
- Main CI
- Priority
- Responsible Admin
- SR Custom Int 1
- SR Custom Int 2
- SR Custom List 1
- SR Custom List 2
- SR Custom Text 1
- SR Custom Text 2
- Sub Type
- Urgency
- Weight
Trigger
Instant
Try It
- User Defined Name
  Required
- Service Record Type
  Required
- Request user
- Title
  Required
- Description
  Required
- Admin group
- Assigned to
- Classification
- Closure Information
- Followup Actual Date
- Followup Planned Date
- Followup Text
- Followup User
- Impact
- Location
- Main CI
- Priority
- Resolution
- Responsible Admin
- Solution
- SR Custom Date 1
- SR Custom Date 2
- SR Custom Int 1
- SR Custom Int 2
- SR Custom List 1
- SR Custom List 2
- SR Custom Text 1
- SR Custom Text 2
- Success Rating
- Urgency
- Weight
- Workaround
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- 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 Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- User Defined Name
  Required
- Service Record Type
- Title
- Description
- Category
- Status
- Request user
- Assigned to
- Admin group
- Company
- Email Account
- Impact
- Location
- Main CI
- Priority
- Responsible Admin
- SR Custom Int 1
- SR Custom Int 2
- SR Custom List 1
- SR Custom List 2
- SR Custom Text 1
- SR Custom Text 2
- Sub Type
- Urgency
- Weight
Trigger
Instant
Try It
- User Defined Name
  Required
- # (SR ID)
  Required
- Urgency
- Priority
- Impact
- Title
- Description
- Admin group
- Assigned to
- Classification
- Closure Information
- Followup Actual Date
- Followup Planned Date
- Followup Text
- Followup User
- Location
- Main CI
- Resolution
- Responsible Admin
- Solution
- SR Custom Date 1
- SR Custom Date 2
- SR Custom Int 1
- SR Custom Int 2
- SR Custom List 1
- SR Custom List 2
- SR Custom Text 1
- SR Custom Text 2
- Success Rating
- Weight
- Workaround
Action
Write

About Salesforce

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

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About SysAid

SysAid is a service automation company delivering software for organizations that want to get more done.

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Related categories

Customer Support

Related Zap Templates

Create Salesforce cases from new SysAid tickets

Create service records in SysAid for new records in Salesforce