Salesforce

List of Flows

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App Description

Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics.

Category : New, CRM

Triggers

New case

Triggers when a new case is created

New note

Triggers when a new note is created

New contact

Triggers when a new contact is created

New lead

Triggers when a new lead is created

New account

Triggers when a new account is created

New event

Triggers when a new event is created

New task

Triggers when a new task is created

Actions

Create note

Creates a new note

Create lead

Creates a new lead

Create case

Creates a new case

Fetch opportunity

Fetches the details of an existing opportunity by name

Create task

Creates a new task

Create event

Creates a new event

Create account

Creates a new account

Create contact

Creates a new contact

Fetch contract

Fetches the details of an existing contract by number

Fetch lead

Fetches the details of an existing lead by name

Fetch product

Fetches the details of an existing product by name

Fetch campaign

Fetches the details of an existing campaign by name

Fetch event

Fetches the details of an existing event by subject

Fetch contact

Fetches the details of an existing contact by name

Fetch order

Fetches the details of an existing order by number

Fetch user

Fetches the details of an existing user by name

Fetch group

Fetches the details of an existing group by name

Fetch asset

Fetches the details of an existing asset by name

Fetch account

Fetches the details of an existing account by name

Fetch company

Fetches the details of an existing D&B company by name

Fetch case

Fetches the details of an existing case by subject

How Zoho Flow Works

Zoho Flow is an integration platform that lets you create smart workflows among your cloud apps. It works on the basis of a trigger that sets your workflow in motion, and a series of actions that automatically execute as a result of the trigger.