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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Complete Interaction" from Flux.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

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Zapier seamlessly connects Flux and Salesforce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Complete Interaction
Triggers when an interaction is completed
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Opt Out
Triggers when a contact opts out to email.
Trigger
Instant
Try It
Update Contact
Triggers when the contact got updated.
Trigger
Instant
Try It
- id
  Required
Action
Write

- id
  Required
- First name
- Last Name
- Audience Tag
- Email
- External ID
- Opt In
- Opt Out
Action
Write
- Email
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- 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 Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Note Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce 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

New Answer
Triggers when a new answer was submitted
Trigger
Instant
Try It
New Opt In
Triggers when a contact opts in to email.
Trigger
Instant
Try It
Update Audience
Triggers when the target audience of a contact is updated.
Trigger
Instant
Try It
- First name
- Last Name
- Email
- Audience Tag
- External ID
- Opt In
- Opt Out
Action
Write
- id
  Required
Action
Write
- id
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  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
  Required
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
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Note
Action
Write
- 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
- 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

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Flux and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Flux to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Flux + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Flux and Salesforce

What is involved in integrating Flux with Salesforce?

Integrating Flux with Salesforce involves setting up triggers in our platform that respond to changes or updates in Salesforce. This could include creating new records, updating existing fields, or deleting records. Once these events occur, actions can be triggered in Flux to automate your workflow.

Can I use custom fields from Salesforce in my Flux integrations?

Yes, when you integrate with Salesforce using our platform, you can map and use custom fields within your Flux integrations. This flexibility allows you to automate processes that are specific to your organization's needs.

Are there any specific triggers available for Salesforce in Flux?

We offer various triggers for Salesforce that include changes such as new lead creation, updated contacts, and more. These triggers help you initiate automated actions within your Flux workflows whenever specific events occur in Salesforce.

How do I handle errors when integrating Flux with Salesforce?

With our integration, errors can be managed by setting up error handling procedures within the workflow design. You can configure alerts or fallback actions if certain conditions aren't met during the automation process between Flux and Salesforce.

Is it possible to schedule tasks when integrating Flux with Salesforce?

Yes, scheduling actions is possible when working with our integration of Flux and Salesforce. You can set specific times for certain tasks to ensure they align with business hours or other operational timelines.

Do we support bidirectional data synchronization between Flux and Salesforce?

Our system allows bidirectional data synchronization between Flux and Salesforce, enabling updates from either platform to be reflected across both systems seamlessly.

What kind of actions can I perform in Flux based on triggers from Salesforce?

Actions such as updating records in other services, sending notifications through email or messaging platforms, or initiating approval workflows can be set up based on different triggers from your integrated Salesforce account.

About Flux

Flux helps you collect your community's email addresses on a website by asking your visitors questions and sending them something in return.

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Related categories

CRM (Customer Relationship Management)

About Salesforce

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

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