Salesforce and Zendesk integrations and automations

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

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active users

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2 min

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Custom connections

Available

via HTTP connector

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Build powerful workflows, fast

Triggers

When this happens…

Salesforce
  • Monitor changes in a record Real-time
    Monitor changes in a record in Salesforce
  • New record
    New record in Salesforce
  • New record Real-time
    New record in Salesforce
  • New Outbound message Real-time
    New Outbound message in Salesforce
  • New platform event Real-time
    New event in Salesforce
  • New PushTopic event Real-time
    New PushTopic event in Salesforce
  • Export new records
    Export new records in Salesforce
  • Export new/updated records
    Export new/updated records in Salesforce
  • Scheduled record search using SOQL query WHERE clause Batch
    Scheduled record search using SOQL query WHERE clause in Salesforce
  • Scheduled records search using SOQL query Batch
    Scheduled records search using SOQL query in Salesforce
  • New records Batch
    New records in Salesforce
  • New/updated records Batch
    New/updated records in Salesforce
  • Threshold met for new records created Batch
    Threshold met for new records created in Salesforce
  • Deleted record
    Record deleted in Salesforce
  • New/updated record
    New/updated record in Salesforce
  • New/updated record Real-time
    New/updated record in Salesforce

    • 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
  • Reject record in approval process
    Reject a record in approval process in Salesforce
  • Retry bulk job for failed records from CSV file
    Retry objects 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

One platform

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