Salesforce

122,400 ratings
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Automation Platforms
Platform Support
70%
Custom API Support
70%
Triggers
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Zapier
Zapier
INSTANT
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Zapier
Zapier
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Zapier
Zapier
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Zapier
Zapier
Watch Jobs
Triggers when a bulk data job is created.
Make
Make
Watch Record Fields
Triggers when a field has changed in an object.
Make
Make
Watch Records
Triggers when a record is created or updated in an object.
Make
Make
Deleted record
Record deleted in Salesforce
Workato
Workato
Export new records
Export new records in Salesforce
Workato
Workato
Export new/updated records
Export new/updated records in Salesforce
Workato
Workato
Monitor changes in a record
Monitor changes in a record in Salesforce
Workato
Workato
INSTANT
New Outbound message
New Outbound message in Salesforce
Workato
Workato
INSTANT
New platform event
New event in Salesforce
Workato
Workato
INSTANT
New PushTopic event
New PushTopic event in Salesforce
Workato
Workato
INSTANT
New record
New record in Salesforce
Workato
Workato
New record
New record in Salesforce
Workato
Workato
INSTANT
New records
New records in Salesforce
Workato
Workato
New/updated record
New/updated record in Salesforce
Workato
Workato
New/updated record
New/updated record in Salesforce
Workato
Workato
INSTANT
New/updated records
New/updated records in Salesforce
Workato
Workato
Scheduled record search using SOQL query WHERE clause
Scheduled record search using SOQL query WHERE clause in Salesforce
Workato
Workato
Scheduled records search using SOQL query
Scheduled records search using SOQL query in Salesforce
Workato
Workato
Threshold met for new records created
Threshold met for new records created in Salesforce
Workato
Workato
Actions
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Zapier
Zapier
Add File to Record
Adds an existing file to an existing Record.
Zapier
Zapier
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Zapier
Zapier
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is useful if an application has an API endpoint that Zapier doesn't implement yet. You will be expected to read and utilize the API documentation provided by the application. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates.
Zapier
Zapier
Create Attachment
Creates a new attachment (max 25MB).
Zapier
Zapier
Create Contact
Creates a new contact in Salesforce.
Zapier
Zapier
Create File
Creates a new File (max 25MB).
Zapier
Zapier
Create Lead
Creates a new lead in Salesforce.
Zapier
Zapier
Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Zapier
Zapier
Create Record (UTC)
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). **Date inputs will be treated as if they are in UTC**
Zapier
Zapier
Find or Create Record
Find a record. Optionally create a record if not found.
Zapier
Zapier
Update Contact
Updates an existing contact in Salesforce.
Zapier
Zapier
Update Lead
Updates an existing lead in Salesforce.
Zapier
Zapier
Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Zapier
Zapier
Update Record (UTC)
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). **Date inputs will be treated as if they are in UTC**
Zapier
Zapier
Complete/Abort a Job
Completes or aborts a job.
Make
Make
Create a Job
Creates a new bulk data job.
Make
Make
Create a Record
Creates a new record in an object.
Make
Make
Delete a Record
Deletes a record.
Make
Make
Download an Attachment/Document
Downloads an attachment or a document.
Make
Make
Get a Record
Gets a specified record in an object.
Make
Make
Make an API Call
Performs an arbitrary authorized API call.
Make
Make
Post a Message to a Chatter Feed
Posts a message to a chatter feed.
Make
Make
Update a Record
Updates an existing record in an object.
Make
Make
Upsert a Record
Upserts a record.
Make
Make
Approve record in approval process
Approve a record in approval process in Salesforce
Workato
Workato
Create record
Create record in Salesforce
Workato
Workato
Create records in batches
Create records in batches in Salesforce
Workato
Workato
Create records in bulk from CSV file
Create records in bulk in Salesforce from CSV file
Workato
Workato
Create records in bulk from CSV file (API 1.0)
Create records in bulk in Salesforce from CSV file
Workato
Workato
Custom action
Custom action in Salesforce (Custom)
Workato
Workato
Delete record
Delete record in Salesforce
Workato
Workato
Download attachment
Download attachment from Salesforce
Workato
Workato
Download file
Download file from Salesforce
Workato
Workato
Get object schema
Get object schema in Salesforce
Workato
Workato
Get record details by ID
Get details of specific record in Salesforce
Workato
Workato
Get related list by parent record ID
Get list of related records in Salesforce
Workato
Workato
Get report by ID
Get report details in Salesforce
Workato
Workato
Publish platform event
Publish platform event in Salesforce
Workato
Workato
Reject record in approval process
Reject a record in approval process in Salesforce
Workato
Workato
Retry bulk job for failed records from CSV file
Retry objects bulk job in Salesforce from CSV file
Workato
Workato
Search records
Search for records in Salesforce
Workato
Workato
Search records in bulk using SOQL query (API 1.0)
Search records in bulk using SOQL query (API 1.0) in Salesforce
Workato
Workato
Search records in bulk using SOQL query (API 2.0)
Search records in bulk using SOQL query (API 2.0) in Salesforce
Workato
Workato
Search records using SOQL query
Search for records using SOQL query in Salesforce
Workato
Workato
Search records using SOQL query WHERE clause
Search records using SOQL query WHERE clause in Salesforce
Workato
Workato
Submit record for approval
Submit a record for approval in Salesforce
Workato
Workato
Update record
Update record in Salesforce
Workato
Workato
Update records in batches
Update records in batches in Salesforce
Workato
Workato
Update records in bulk from CSV file
Update records in bulk in Salesforce from CSV file
Workato
Workato
Update records in bulk from CSV file (API 1.0)
Update records in bulk in Salesforce from CSV file
Workato
Workato
Upload file
Upload file to Salesforce
Workato
Workato
Upsert record
Upsert record in Salesforce
Workato
Workato
Upsert records in batches
Upsert records in batches in Salesforce
Workato
Workato
Upsert records in bulk from CSV file
Upsert records in bulk in Salesforce from CSV file
Workato
Workato
Upsert records in bulk from CSV file (API 1.0)
Upsert records in bulk in Salesforce from CSV file
Workato
Workato
Add Note
Add note to an account
n8n
n8n
Create
Create an account
n8n
n8n
Create or Update
Create a new account, or update the current one if it already exists (upsert)
n8n
n8n
Delete
Delete an account
n8n
n8n
Get
Get an account
n8n
n8n
Get Many
Get many accounts
n8n
n8n
Get Summary
Returns an overview of account's metadata
n8n
n8n
Update
Update an account
n8n
n8n
Searches
Find Record
Finds a record of a specified Salesforce object by a field and value you choose.
Zapier
Zapier
Find Record by Query
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Zapier
Zapier
Find Record(s)
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Zapier
Zapier
List Jobs
Retrieves all bulk data jobs in the organization.
Make
Make
List/Search Records
Lists or searches for records in an object using filter or SOQL query.
Make
Make
Search Records
Searches for records in an object using SOSL query.
Make
Make