Integration

Salesforce integration

Start workflows and AI agents from Salesforce events, and let agents act in Salesforce within the limits you set.

Salesforce triggers and actions

Every Salesforce trigger and action you can use in Konnectify workflows and AI agents.

  • Trigger: New Dated Conversion Rate

    This trigger fires when a new DatedConversionRate record is detected in Salesforce.

  • Trigger: Updated Dated Conversion Rate

    This trigger fires when a DatedConversionRate record is updated in Salesforce.

  • Trigger: Record Created In Custom Module

    This trigger fires when a new record is created in Salesforce under the selected module

  • Trigger: Record Updated In Custom Module

    This trigger fires when a custom record is updated in Salesforce under the selected module

  • Trigger: New Opportunity Line Item

    This trigger fires when a new OpportunityLineItem is created in Salesforce.

  • Trigger: Updated Opportunity Line Item

    This trigger fires when an OpportunityLineItem is updated in Salesforce.

  • Action: Create Article

    Creates a Salesforce Knowledge article draft and optionally assigns it to a Knowledge category.

  • Action: Get Article

    Retrieves a Salesforce Knowledge article by article ID and includes related attachments.

  • Action: Get Attachment Content

    Fetches a specific attachment by its ID and returns its file content encoded in Base64.

  • Action: New Comment in Case

    Creates a new CaseComment record associated with a specific Case.

  • Action: Add Feed Comment

    Creates a new FeedComment record associated with a specific FeedItem.

  • Action: Get Attachment IDs

    Fetches a list of all attachment IDs associated with a specific parent record (e.g., an Account, Contact, or Case).

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Use Salesforce in an AI agent

Add any Salesforce action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.

Templates that use Salesforce

  • Salesforce logo

    CRM account enrichment

    AI agent

    Fills in firmographics on every new Salesforce account so reports and routing stay accurate.

Connect Salesforce with other apps

See what you can automate between Salesforce and another app, with workflows and AI agents.

Which app do you want to connect with Salesforce?

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Pick any of 201 apps to see what it can do with Salesforce.

Popular with Salesforce

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FAQ

Got questions?

If you can't find what you're looking for, talk to our team.

Yes. Konnectify connects to Salesforce with 32 triggers and 60 actions, which you can use in workflows, AI workflows and AI agents.

Connect Salesforce and run your first workflow

Start on the Free plan with a 14-day trial of paid features, or book a demo and we'll build it with you.

Bring one process. See it running.

In a demo, we'll map one of your processes to a workflow, AI workflow or agent, using the apps you already run.