In this tutorial, we will focus on creating a new Event in Salesforce, each time a Task is created in Shortlist.
First, you will need to create an account on Zapier, which allows end users like you to integrate with web applications you use every day. Shortlist leverages Zapier to connect with Salesforce and thousands of other apps.
Once you create your account, click on this link to add the Shortlist app to your Zapier account:
(Note: The Shortlist Zapier app is currently still in beta phase so you will need to click on the above link to get access to it.)
You should see the following screen.
Click: Make a New Zap
Step 1. Configure Shortlist connection
From the app list, select Shortlist. While we are in the beta stage, you may see a lot of versions available. Make sure to select 1.05 as per the image below:
Next, select Choose Trigger Event. Since we are creating a new Event in Salesforce only when Task is created, we need to select "New Task"
Now, you should be prompted to Sign-In to your Shortlist account when you select the blue Continue button.
If you are using version 1.05, you will need to enter your Shortlist URL. Follow the patter in the description, <customer>.shortlist.co where customer is your account name.
(Note: Do not include "https://" or "http://")
If everything was successful, you should see the following screen. Click Continue and move to Step 2.
Step 2. Configure a trigger.
Next, you will get a chance to test your trigger. We encourage you to do that.
Zapier will pull data from your Shortlist account. In this case, as long as you have some new Tasks in your account it should work fine.
Click Test & Review, and you will get 3 recent tasks pulled.
Great, you are half there! Now, we need to tell Zapier what to do when it detects that a new task is created.
Step 3. Connect your Salesforce account
Type Salesforce and select it from the list:
Next, we need to tell Salesforce what to do. You will see that Salesforce has made a lot of action events possible. In this tutorial we will use Create Event.
Click Continue and Sign-In to your Salesforce account.
Next, agree to connect Salesforce to Zapier.
Step 4. Configure Your Action in Salesforce
You will see Customize Event.
This is not mandatory and can be skipped.
Step 5. Pushing your Zap live.
When everything is fully configured you should see the screen below:
Finally, the last step is to turn your Zap ON. Now, with every new task created there will be an Event created in Salesforce.
Let us know if you have any questions or need additional support by emailing us at email@example.com