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Connect Zaia and Salesforce integrations

Explore ready-made Zaia and Salesforce templates and start automating in minutes.

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Create a custom workflow

Integrate Zaia with Salesforce and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Salesforce
Trigger: Watch jobs
Zaia
Action: Select an action
1. Select a trigger

  • Triggers when a bulk data job is created.

  • Triggers when a field has changed in an object.

  • Triggers when a record is created or updated in an object.

2. Select an action

  • Perfoms an arbitrary API Call.

  • Reply with agent on Instagram

  • Responda mensagens com seu Agente no WhatsApp, Instagram e Telegram.

  • Reply with Agent on Telegram

Select a trigger and an action

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Triggers and actions

Explore what you can automate between Zaia and Salesforce.

Bulk create records (advanced)
Creates multiple records.
Action
Create a record
Creates a new record in an object.
Action
Create or update a record
Creates a new record or updates an existing one if a matching record is found.
Action
Delete a record
Deletes a record.
Action
Download an attachment or document
Downloads an attachment or a document.
Action
Get a record
Returns information about a specific record by its record ID.
Action
Get bulk job results (advanced)
Retrieves the records of a bulk data ingest job. If the job has not finished yet, returns the live job state with empty results.
Action
List jobs
Returns a list of bulk data jobs in the organization.
Search
Make an API call
Sends a custom API call to Salesforce. You can use this to call endpoints that aren't covered by existing modules.
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.