How this automation works
When a Salesforce Opportunity status is changed to "Closed Won", send an immediate voice message to everyone in my Orion Group.
If
Trigger ingredients
Amount
Name
LinkToOpportunity
Timestamp
OwnerName
Then
Action fields
group
user
message
Services used in this Applet
Create your own Salesforce and Orion - Voice for Teams workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
10 triggers, queries, and actions
Advanced: Custom Salesforce Trigger [package required]
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
Any new record in your "IFTTT Event" SObject can cause this Trigger to fire. You can use the Salesforce UI (web or mobile), Apex Triggers, Process Builder, etc to insert new records thus causing this IFTTT Trigger to fire. Note: You or your Salesforce adm
Listen for a word or phrase
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This trigger fires every time you or someone in your Orion group says a particular word or phrase.
Opportunity was won
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
Record created or updated
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires within 15 minutes of a record being created or updated on the specified object in Salesforce.
History of record creations or updates
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list when a record being was created or updated on the specified object in Salesforce.
Advanced: Insert a Record
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will insert a record into any SObject and set up to five fields on the new record.
Post Chatter file
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a file on Chatter. NOTE: 30 MB file size limit.
Post Chatter link
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a link on Chatter.
Post Chatter message
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a new message on your Chatter feed or in a group.
Send a voice message
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will send a voice message to an Orion group.
Advanced: Custom Salesforce Trigger [package required]
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
Any new record in your "IFTTT Event" SObject can cause this Trigger to fire. You can use the Salesforce UI (web or mobile), Apex Triggers, Process Builder, etc to insert new records thus causing this IFTTT Trigger to fire. Note: You or your Salesforce adm
Advanced: Insert a Record
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will insert a record into any SObject and set up to five fields on the new record.
History of record creations or updates
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list when a record being was created or updated on the specified object in Salesforce.
Listen for a word or phrase
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This trigger fires every time you or someone in your Orion group says a particular word or phrase.
Opportunity was won
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
Post Chatter file
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a file on Chatter. NOTE: 30 MB file size limit.
Post Chatter link
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a link on Chatter.
Post Chatter message
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a new message on your Chatter feed or in a group.
Record created or updated
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires within 15 minutes of a record being created or updated on the specified object in Salesforce.
Send a voice message
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will send a voice message to an Orion group.
Build an automation in seconds!
If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
More on Salesforce and Orion - Voice for Teams
About Salesforce
Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way.
Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way.
About Orion - Voice for Teams
Orion’s award winning walkie-talkie app and wearables help you and your team be more productive. Collaborate via voice without needing to look at your phone. Get custom notifications and automate using your voice or location, and use Applets to connect your favorite apps and IoT gadgets.
Orion’s award winning walkie-talkie app and wearables help you and your team be more productive. Collaborate via voice without needing to look at your phone. Get custom notifications and automate using your voice or location, and use Applets to connect your favorite apps and IoT gadgets.