Triggers & Actions

Use Salesforce as a trigger to kick off a workflow, or use it as an action to do something automatically in your workflow.

Triggers

No triggers available

Actions

  • SOQL Query

    Execute a SOQL query in Salesforce

  • Create Lead

    Create a new lead in Salesforce

  • Get Lead

    Get a lead by ID from Salesforce

  • Update Lead

    Update an existing lead in Salesforce

  • Delete Lead

    Delete a lead from Salesforce

  • Get All Leads

    Get all Leads with optional filters

  • Add Note to Lead

    Add a note to a Lead

  • Create Account

    Create a new account in Salesforce

  • Get Account

    Get an account by ID from Salesforce

  • Update Account

    Update an existing account in Salesforce

  • Delete Account

    Delete an Account

  • Get All Accounts

    Get all Accounts with optional filters

  • Add Note to Account

    Add a note to an Account

  • Get Account Summary

    Get summary information about an Account with related records

  • Create Contact

    Create a new contact in Salesforce

  • Get Contact

    Get a Contact by ID

  • Update Contact

    Update a Contact

  • Delete Contact

    Delete a Contact

  • Get All Contacts

    Get all Contacts with optional filters

  • Add Note to Contact

    Add a note to a Contact

  • Get Contact Summary

    Get summary information about a Contact with related records

  • Create Opportunity

    Create a new opportunity in Salesforce

  • Get Opportunity

    Get an Opportunity by ID

  • Update Opportunity

    Update an Opportunity

  • Delete Opportunity

    Delete an Opportunity

  • Get All Opportunities

    Get all Opportunities with optional filters

  • Add Note to Opportunity

    Add a note to an Opportunity

  • Get Opportunity Summary

    Get summary information about an Opportunity with related records

  • Create Case

    Create a new case in Salesforce

  • Get Case

    Get a Case by ID

  • Update Case

    Update a Case

  • Delete Case

    Delete a Case

  • Get All Cases

    Get all Cases with optional filters

  • Add Comment to Case

    Add a comment to a Case

  • Get Case Summary

    Get summary information about a Case with related records

  • Create Task

    Create a new task in Salesforce

  • Get Task

    Get a Task by ID

  • Update Task

    Update a Task

  • Delete Task

    Delete a Task

  • Get All Tasks

    Get all Tasks with optional filters

  • Get User

    Get a User by ID

  • Get All Users

    Get all Users with optional filters