Salesforce and Zendesk integrations and automations

Seamlessly connect Salesforce and Zendesk. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

Salesforce
  • レコードの変更を監視します Real-time
    Salesforce において a record の変更を監視します
  • 新規レコード
    Salesforce に新しい レコード
  • 新規レコード Real-time
    Salesforce に新しい レコード
  • 新規アウトバウンドメッセージ Real-time
    Salesforceで新しいアウトバウンドメッセージ
  • 新規プラットフォームイベント Real-time
    Salesforce における新規 プラットフォームイベント
  • 新規 PushTopic イベント Real-time
    Salesforce における新規 PushTopic イベント
  • 新規レコードをエクスポートします
    Salesforce における新規 records をエクスポートします
  • 新規/更新されたレコードをエクスポート
    Salesforce における新規/更新 レコード をエクスポートします
  • SOQLクエリのWHERE句を使用したスケジュールされたレコード検索 Batch
    Salesforce におけるSOQLクエリのWHERE句を使用したスケジュールされた レコード の検索
  • SOQLクエリを使用してスケジュールされたレコードの検索 Batch
    SalesforceでSOQLクエリを使用してスケジュールされたレコードの検索
  • 新規レコード Batch
    Salesforce における新規 レコード
  • 新規/更新レコード Batch
    Salesforce における新規/更新 レコード
  • 新しいレコードが作成され、しきい値に達しました Batch
    Salesforceで、新しいレコードが作成され、しきい値に達しました
  • レコードを削除しました
    Salesforceでレコードが削除されました
  • 新規/更新されたレコード
    Salesforce に新規/更新された レコード
  • 新規/更新されたレコード Real-time
    Salesforce に新規/更新された レコード

    • Any other trigger you can think up

Zendesk
  • New organization
    New organization in Zendesk
  • New ticket
    New ticket in Zendesk
  • New ticket Real-time
    New ticket in Zendesk
  • New/updated records Batch
    Trigger processes batches of new or updated records
  • New user
    New user in Zendesk
  • New/updated organization
    New/updated organization in Zendesk
  • New/updated ticket
    New/updated ticket in Zendesk
  • New/updated ticket Real-time
    New/updated ticket in Zendesk
  • New/updated user
    New/updated user in Zendesk

    • Any other trigger you can think up

Actions

Do this…

Salesforce
  • Custom action
    Custom action in Salesforce (Custom)
  • Approve record in approval process
    Approve a record in approval process in Salesforce
  • Create records in batches Batch
    Create records in batches in Salesforce
  • Update records in batches Batch
    Update records in batches in Salesforce
  • Create record
    Create record in Salesforce
  • Publish platform event
    Publish platform event in Salesforce
  • Delete record
    Delete record in Salesforce
  • Download attachment
    Download attachment from Salesforce
  • Download file
    Download file from Salesforce
  • Get record details by ID
    Get details of specific record in Salesforce
  • Get related list by parent record ID Batch
    Get list of related records in Salesforce
  • Get report by ID
    Get report details in Salesforce
  • Get object schema
    Get object schema in Salesforce
  • Create records in bulk from CSV file
    Create records in bulk in Salesforce from CSV file
  • Create records in bulk from CSV file (API 1.0)
    Create records in bulk in Salesforce from CSV file
  • List data category groups Batch
    Retrieve all data category groups in Salesforce
  • Retrieve data category group hierarchy Batch
    Retrieve data category group hierarchy in Salesforce
  • Reject record in approval process
    Reject a record in approval process in Salesforce
  • Retry bulk job for failed records from CSV file
    Retry records bulk job in Salesforce from CSV file
  • Search records Batch
    Search for records in Salesforce
  • Search records using SOQL query WHERE clause Batch
    Search records using SOQL query WHERE clause in Salesforce
  • Search records in bulk using SOQL query (API 1.0)
    Search records in bulk using SOQL query (API 1.0) in Salesforce
  • Search records in bulk using SOQL query (API 2.0)
    Search records in bulk using SOQL query (API 2.0) in Salesforce
  • Search records using SOQL query Batch
    Search for records using SOQL query in Salesforce
  • Submit record for approval
    Submit a record for approval in Salesforce
  • Update records in bulk from CSV file
    Update records in bulk in Salesforce from CSV file
  • Update records in bulk from CSV file (API 1.0)
    Update records in bulk in Salesforce from CSV file
  • Update record
    Update record in Salesforce
  • Upload file
    Upload file to Salesforce
  • Upsert records in bulk from CSV file
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in bulk from CSV file (API 1.0)
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in batches Batch
    Upsert records in batches in Salesforce
  • Upsert record
    Upsert record in Salesforce

    • Any other action you can think up

Zendesk
  • Custom action
    Custom action in Zendesk (Custom)
  • Create organization membership
    Create organization membership in Zendesk
  • Bulk update tickets
    Bulk update tickets in Zendesk
  • Create/update records Batch
    Upsert records in Zendesk
  • Solve ticket
    Solve ticket in Zendesk
  • Create custom object record
    Create custom object record in Zendesk
  • Create organization
    Create organization in Zendesk
  • Create relationship record
    Create relationship record in Zendesk
  • Create ticket
    Create ticket in Zendesk
  • Upload attachment
    Upload attachment to Zendesk
  • Create user
    Create user in Zendesk
  • Delete custom object record by ID
    Delete custom object record in Zendesk
  • Delete relationship record by ID
    Delete relationship record in Zendesk
  • Delete ticket
    Delete ticket in Zendesk
  • Get custom object record by ID
    Get custom object record in Zendesk
  • Get organization details by ID
    Get organization details in Zendesk
  • Get organizations by external IDs Batch
    Get organizations in Zendesk
  • Get relationship record(s) Batch
    Get relationship record(s) in Zendesk
  • Get ticket details by ID
    Get ticket details in Zendesk
  • Get comments for ticket Batch
    Get comments for a ticket in Zendesk
  • Get list of tickets by external IDs Batch
    Get list of tickets by external IDs in Zendesk
  • Get user details by ID
    Get user details in Zendesk
  • Get list of custom object records by external IDs Batch
    Get custom object records in Zendesk
  • List user identities Batch
    Get user identity details in Zendesk
  • Get group by name
    Get group by name group in Zendesk
  • Search organization member Batch
    Search for a organization member in Zendesk
  • Search organizations Batch
    Search for organizations in Zendesk
  • Search tickets Batch
    Search for tickets in Zendesk
  • Search users Batch
    Search for users in Zendesk
  • Update custom object record
    Update custom object record in Zendesk
  • Update organization
    Update organization in Zendesk
  • Update ticket
    Update ticket in Zendesk
  • Update user
    Update user in Zendesk

    • Any other action you can think up

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