Skip to main content
SalesDesk Docs home page
Guides
Search...
SalesDesk Docs home page
Search...
Navigation
Zapier Actions
Invite Contact or Lead
Get Started
Start Here 🎉
Key Concepts
How-to Videos
Zapier Integration
Overview
Connections
Zapier Triggers
Zapier Actions
Zapier Actions: Overview
Create Contact
Create Lead
Add Note to Record
Customer User Exists
Customer User Invited
Find Customer User By Email
Get Record
Get Record Field Value
Invite Contact or Lead
Set Record Field Value
Zapier Templates
Customisation
Customising UnifiedCRM
My Account
Sign up
On this page
Inputs
Outputs
Exceptions
Zapier Actions
Invite Contact or Lead
Invite a Contact or Lead to log in to SalesDesk
​
Inputs
The following inputs are supported:
​
userI
string
Record Id
The ID must correspond to a Contact or Lead in SalesDesk.
​
welcomeMessage
string
Welcome Message to the invitee.
The text is treated as plain text.
​
Outputs
​
note
string
​
Exceptions
A record-not-found exception is thrown if the record cannot be found.
Get Record Field Value
Set Record Field Value