Google Sheets and Salesforce

Google Sheets

Triggers

• New row in a Google SheetRuns when a new row is added to a Google Sheets spreadsheet, with the row's cells by their column headings and the spreadsheet and tab it was added to, for a step that writes back to the row, such as Update cells in row.
• Row updated in a Google SheetRuns when someone changes a row of a Google Sheets spreadsheet, or only when one column of it changes, such as Status, with the row's cells by their column headings. Sorting or moving rows doesn't start it. It can also run for new rows. Rows already there when the workflow is turned on don't start it until they change; it watches the first 10,000 rows.

Actions

• Add rowAdd a row to the end of a tab.
• Create spreadsheetCreate a new spreadsheet.
• Delete spreadsheetMove a spreadsheet to the Google Drive trash. It can be restored from the trash for 30 days, after which Google deletes it for good.
• Overwrite rowOverwrite a whole row, from column A, with values in column order. To change only some cells of a row, use Update cells in row.
• Update cells in rowSet some cells of one row by column name, leaving the rest of the row as it is. Pair it with Read rows to write a result back to the row it came from (row.row_number). A column that doesn't exist yet is added to the header row.
• Clear rowEmpty a row's cells without deleting the row.

Salesforce

Triggers

• New leadRuns for each new lead in Salesforce, from a web form, an import, a person or another app, or only those from one lead source, such as Web. Leads already there when the workflow is turned on don't start it.
• New contactRuns for each new contact in Salesforce, including one made by converting a lead. Contacts already there when the workflow is turned on don't start it.
• New opportunityRuns for each new opportunity (deal) in Salesforce, or only for those worth at least an amount you choose. It arrives with its owner's name and email, its account's name and a link to it. Opportunities already there when the workflow is turned on don't start it.
• Opportunity stage changedRuns when an opportunity moves to a new stage in Salesforce, or only when it moves to the stage you choose, such as Closed Won, or is worth at least an amount you choose. It arrives with its owner's name and email, its account's name and a link to it.
• New recordRuns for each new record of the object you choose, such as an account, a case or one of your org's own objects, with its fields by their API names. Records already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• Updated recordRuns each time a record of the object you choose is changed in Salesforce, such as an account, a case or one of your org's own objects, with its fields as they are now. A new record doesn't run it until it is changed. How often it checks follows your workspace plan.

Actions

• Create leadAdd a new lead: someone who might become a customer. Only a last name and a company are needed.
• Get leadGet one lead and its details. Beta: also its company size, annual revenue and who owns it, with the owner's name and email.
• Update leadChange a lead's details, or assign it to someone else. Only the fields you fill in are changed; the rest are left as they are.
• List leadsList leads, newest first, optionally only those with a given email, company or status.
• Find or create a leadLook for a lead by email and create it only if there is none. An existing lead can get a note instead. Takes a full name from one box, needs no company, and returns the lead with a link to open it.
• Create accountAdd a new account: a company you do business with, which contacts and opportunities belong to. Only a name is needed.