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Customize your SalesforceIQ and Welcome Software integration with the following triggers and actions.

Triggers

When this happens…

Welcome Software
  • New updated asset
    New/updated asset in Welcome software
  • New/updated event Real-time
    New/updated event in Welcome software
  • Any other trigger you can think up

Actions

Do this…

SalesforceIQ
  • Create contact
    Create contact in SalesforceIQ
  • Add contact to list
    Add contact to list in SalesforceIQ
  • Any other action you can think up

Welcome Software
  • Custom action
    Custom action in (Custom)
  • Create record
    Create record in Welcome software
  • Download asset
    Download asset in Welcome software
  • Get record
    Get record in Welcome software
  • Search records
    Search records in Welcome software
  • Any other action you can think up

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