Connect ProdPad to Salesforce

Use 11 documented ProdPad triggers to run 24 documented Salesforce actions.

11 source triggers

24 target actions

Reverse direction supported

Start Free Trial Browse ProdPad integrations

Why Connect ProdPad & Salesforce?

Start with a ProdPad event

Choose from 11 documented triggers, including New Company Created, New Contact Created, New Feedback Created.

Run a Salesforce action

Send the event into one of 24 documented actions, such as Add Contact to Campaign, Add Lead to Campaign, Convert SOAP XML Object to JSON.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

ProdPad

Triggers (11)

New Company Created

Emit new event when a new company is created. See the docs.

polling

New Contact Created

Emit new event when a new contact is created. See the docs.

polling

New Feedback Created

Emit new event when a new feedback is created. See the docs.

polling

New Idea Created

Emit new event when a new idea is created. See the docs.

polling

New Idea Feedback Created

Emit new event when a new feedback is created for an idea. [See the docs]https://app.swaggerhub.com/apis-docs/ProdPad/prodpad/1.0#/Ideas/GetIdeaFeedback).

polling

New Persona Created

Emit new event when a new persona is created. See the docs.

polling

New Product Created

Emit new event when a new product is created. See the docs.

polling

New Pushed Idea

Emit new event when an idea is pushed. See the docs.

webhook

New Pushed User Story

Emit new event when a user story is pushed. See the docs.

webhook

New Tag Created

Emit new event when a new tag is created. See the docs.

polling

New User Story Created

Emit new event when a new user story is created. See the docs.

polling

Actions (24)

Create Company

Create a new company in the account. This is only available to accounts with an Advanced or higher subscription. If you try on an account without an advanced or higher subscription package it will return a 403. See the docs.

Create Contact

Creates a contact. See the docs.

Create Feedback

Creates feedback. See the documentation.

Create Idea

Creates an idea. See the docs.

Find Company

Finds a company. See the docs.

Find Contact

Finds a contact. See the docs.

Find Feedback

Finds a feedback. See the docs.

Find Idea

Finds an idea. See the docs.

Find or Create Company

Finds or creates a company. See the docs for find company and create company.

Find or Create Contact

Finds or creates a contact. See the docs for find contact and create contact.

Find or Create Feedback

Finds or creates a feedback. See the docs for find feedback and create feedback.

List Company ID Options

Retrieves available options for the Company ID field.

List Contact ID Options

Retrieves available options for the Contact ID field.

List Feedback ID Options

Retrieves available options for the Feedback ID field.

List Idea ID Options

Retrieves available options for the Idea ID field.

List Job Role ID Options

Retrieves available options for the Job Role ID field.

List Persona ID Options

Retrieves available options for the Persona ID field.

List Product ID Options

Retrieves available options for the Product ID field.

List Status ID Options

Retrieves available options for the Status ID field.

List Tag ID Options

Retrieves available options for the Tag ID field.

Update Company

Updates a company. See the docs.

Update Contact

Updates a contact. See the docs.

Update Feedback

Updates a feedback. See the docs.

Update Idea Stage

Updates the stage of an idea. See the docs.

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation