Salesforce and RowShare

Easily integrate Salesforce and RowShare without any code.

Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

RowShare

Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

Check out our other integrations

How the Integration Works

RowShare integrates with Salesforce through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).

When this happens in RowShare

Automatically do that in Salesforce

Or the other way round:

When this happens in Salesforce

Automatically do that in RowShare

Salesforce Triggers and Actions

Below is a list of triggers and actions available on Salesforce via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

New Field History Tracking Event

Triggers when a field is updated on the object specified. It will output the old and new field values.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

New Lead

Triggers when a new Lead is created.

New Contact

Triggers when a new Contact is created.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

and 3 more triggers

Salesforce doesn't offer (yet) any Trigger on Zapier.

Actions

Create File

Creates a new File (max 25MB).

Find Record by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find Record(s)

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Find Child Records

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Update Record (UTC)

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

and 20 more actions

Salesforce doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row

Triggers when a row is created or updated in a specific table.

Column Changed

Triggers when a value has changed in a specific column.

New Row

Triggers when a new row is created in a specific table.

Row Status Changed

Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row

Assigns a row to a new owner.

Edit Row

Modifies an existing row.

Find Row

Finds a row based on an exact match for a given column.

Create Row

Creates a new row in the table.

Find Row by ID

Loads a row based on its ID.

Link Rows [Advanced]

Links a row to a parent row in another table. This is an advanced action: to be used with caution.