Integrate Salesforce with Flow
Send information between Salesforce and Flow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Flow each time a new task is created in Salesforce
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Flow every time a new task is added in Salesforce.
How it works
- The flow triggers when a new task is created in Salesforce.
- Zoho Flow creates a new task in the selected workspace in Flow.
Create a new task in Flow each time a new task is created in Salesforce
Salesforce + Flow
Create a new task in Flow when a order is created in Salesforce
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Flow each time a new order is made in Salesforce.
How it works
- The flow triggers when a new order is created in Salesforce.
- Zoho Flow creates a new task in the selected workspace in Flow.
Create a new task in Flow when a order is created in Salesforce
Salesforce + Flow
Build your own integrations between Salesforce and Flow
Connect Salesforce and Flow with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Salesforce and Flow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Event created
Triggers when a new event is created
Campaign updated
Triggers when a new campaign is updated
Opportunity updated
Triggers when an opportunity is updated
Campaign added
Triggers when a new campaign is added
Account created
Triggers when a new account is created
Event updated
Triggers when an event is updated
Contact created
Triggers when a new contact is created
Module entry updated
Triggers when a record is updated in the selected module
Account updated
Triggers when an account is updated
Order created
Triggers when a new order is created
Task created
Triggers when a new task is created
Opportunity added
Triggers when a new opportunity is added
Lead created
Triggers when a new lead is created
Solution updated
Triggers when an solution is updated
Product updated
Triggers when an product is updated
Note updated
Triggers when a note is updated
Task updated
Triggers when a task is updated
Case updated
Triggers when a case is updated
Note created
Triggers when a new note is created
Lead updated
Triggers when a lead is updated
Module entry added
Triggers when a new entry is added to the selected module
Solution added
Triggers when a new solution is added
Contact updated
Triggers when a contact is updated
Order updated
Triggers when an order is updated
Product added
Triggers when a new product is added
Case created
Triggers when a new case is created
Project created
Triggers when a new project is created
Team created
Triggers when a new team is created
Project updated
Triggers when the details of an existing project are updated
Task created
Triggers when a new task is created
Task updated
Triggers when the selected task is updated
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create order
Creates a new order
Create task
Creates a new task
Create product
Creates a new product
Create event
Creates a new event
Create note
Creates a new note
Create account
Creates a new account
Create campaign
Creates a new campaign
Create case
Creates a new case
Create opportunity
Creates a new opportunity
Create custom module entry
Creates a new entry in the selected module
Create solution
Creates a new solution
Create contact
Creates a new contact
Update custom module entry
Updates the details of entry in the selected module
Update product
Updates the details of an existing product
Update contact
Updates the details of an existing contact
Update opportunity
Updates the details of an existing opportunity
Update account
Updates the details of an existing account
Update case
Updates the details of an existing case
Update campaign
Updates the details of an existing campaign
Update task
Updates the details of an existing task
Update order
Updates the details of an existing order
Update note
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update solution
Updates the details of an existing solution
Update event
Updates the details of an existing event
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Fetch account
Fetches the details of an existing account by name or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch case
Fetches the details of an existing case by subject or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch order
Fetches the details of an existing order by number or ID
Create task
Creates a new task in the selected workspace
Post comment
Posts a comment in the selected task
What is Salesforce?
Similar apps
What is Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
