Integrate Salesforce with Zoho Connect
Send information between Salesforce and Zoho Connect automatically, without writing any code, using Zoho Flow.
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Create a new task in Zoho Connect when a order is created in Salesforce
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Zoho Connect whenever a new order is placed 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 section in Zoho Connect.
Create a new task in Zoho Connect when a order is created in Salesforce
Salesforce + Zoho Connect
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Supported triggers and actions
Integrate Salesforce and Zoho Connect using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note updated
Triggers when a note is updated
Task updated
Triggers when a task is updated
Solution updated
Triggers when an solution is updated
Product updated
Triggers when an product is updated
Opportunity added
Triggers when a new opportunity is added
Lead created
Triggers when a new lead is created
Product added
Triggers when a new product is added
Case created
Triggers when a new case is created
Contact updated
Triggers when a contact is updated
Order updated
Triggers when an order 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
Lead updated
Triggers when a lead is updated
Campaign updated
Triggers when a new campaign is updated
Opportunity updated
Triggers when an opportunity is updated
Task created
Triggers when a new task is created
Event created
Triggers when a new event is created
Account updated
Triggers when an account is updated
Order created
Triggers when a new order is created
Contact created
Triggers when a new contact is created
Module entry updated
Triggers when a record is updated in the selected module
Account created
Triggers when a new account is created
Event updated
Triggers when an event is updated
Note created
Triggers when a new note is created
Campaign added
Triggers when a new campaign is added
Case updated
Triggers when a case is updated
Announcement comment created
Triggers when a new comment is created in announcements
Task updated
Triggers when the details of an existing task is updated
Task status changed
Triggers when the status of an existing task is updated
Member removed from board
Triggers when a member is removed from a board
Task open
Triggers when a task status is marked as open
Group created
Triggers when a new group is created
User mentioned in comment
Triggers when the configuration user is mentioned in a conversation comment
Announcement updated
Triggers when the details of an existing announcement is updated
Task unassigned
Triggers when a task is unassigned
Board created
Triggers when a new board is created
User mentioned in post
Triggers when the configuration user is mentioned in a conversation
Member added in group
Triggers when a member added to group
Status created
Triggers when a new conversation is posted
Task assigned
Triggers when a task is assigned
Task reminder
Triggers when a task is created with a reminder
Event updated
Triggers when the details of an existing event is updated
New task created
Triggers when a new task is created
Forum updated
Triggers when an existing forum post is updated
Member added in board
Triggers when a member is added to a board
Event invited
Triggers when an invitee is added to an event
Question created
Triggers when a new questions is created
Forum created
Triggers when a new forum is created
Poll created
Triggers when a new poll is created
Task completed
Triggers when a task is completed in selected board
Event created
Triggers when a new event is created
Announcement created
Triggers when a new announcement is created
Member removed from network
Triggers when a new member is removed from the selected network
Member added in network
Triggers when a new member added to the selected network
All Actions - Actions are the automated tasks
Create solution
Creates a new solution
Create opportunity
Creates a new opportunity
Create custom module entry
Creates a new entry in the selected module
Create campaign
Creates a new campaign
Create case
Creates a new case
Create note
Creates a new note
Create account
Creates a new account
Create product
Creates a new product
Create event
Creates a new event
Create order
Creates a new order
Create task
Creates a new task
Create contact
Creates a new contact
Create lead
Creates a new lead
Update note
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update order
Updates the details of an existing order
Update solution
Updates the details of an existing solution
Update event
Updates the details of an existing event
Update campaign
Updates the details of an existing campaign
Update task
Updates the details of an existing task
Update account
Updates the details of an existing account
Update case
Updates the details of an existing case
Update contact
Updates the details of an existing contact
Update opportunity
Updates the details of an existing opportunity
Update custom module entry
Updates the details of entry in the selected module
Update product
Updates the details of an existing product
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 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 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 order
Fetches the details of an existing order by number or ID
Fetch contact
Fetches the details of an existing contact by name or email address 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 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 account
Fetches the details of an existing account by name or ID
Fetch case
Fetches the details of an existing case by subject 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 module entry
Fetches the details of a module record entry based on the specified value
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Create private event
Creates a new private event
Create checklist
Creates a checklist for the specified task
Create forum post
Creates a new forum post
Add member to group
Adds a member to the selected group
Create task in section
Creates a new task in the selected section
Add comment in task
Adds a comment in the specified task
Create private task
Creates a new private task
Create board from board template
Creates a new board from an existing saved template
Invite user
Invites a user to the selected network
Add member to board
Adds a member to the selected board
Create conversation
Creates a new conversation in the selected group
Create group event
Creates a new group event
Add comment in post
Adds a comment in the specified post
Create group
Creates a new group in the selected network
Create board
Creates a new board
Unarchive board
Unarchives the selected board
Archive board
Archives the selected board
Archive task
Archives the selected task
Archive group
Archives the selected group
Unarchive group
Unarchives the selected group
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
What is Salesforce?
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What is Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
