Salesforce actions legend

Last updated Dec 17 2019

In this version, we’ve decided to add a color icon to our Get/Push windows, so users could easily identify how each action is triggered without having to open the action settings.

Each Get or Push action added in the Salesforce integration needs a trigger to make the action run.
In general there are 4 types of triggers:
- action triggered when the form is loaded. (used only in Get) Watch the video
- action triggered when the form is submitted. (used only in Push)
- action triggered when a custom action is used, via button or condition (used both in Get and Push) Watch the video
- action triggered automatically when the value in a field changes. (used only in Get) Watch the video


Enjoy!


CommentsLogin Required
Didn’t find what you were looking for?
Try the following for assistance or Use the Search box.