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.
- Trigger: New Opportunity Contact Role
This trigger fires when a contact is associated with an opportunity in Salesforce.
- Trigger: Updated Opportunity Contact Role
This trigger fires when an Opportunity Contact Role is updated in Salesforce.
- Trigger: New Account
This trigger fires when a new account is created in Salesforce.
- Trigger: Updated Account
This trigger fires when an account is updated in Salesforce.
- Trigger: New Contact
This trigger fires when a new contact is created in Salesforce.
- Trigger: Updated Contact
This trigger fires when a contact is updated in Salesforce.
- Trigger: New Lead
This trigger fires when a new lead is created in Salesforce.
- Trigger: Updated Lead
This trigger fires when a lead is updated in Salesforce.
- Trigger: New Opportunity
This trigger fires when a new opportunity is created in Salesforce.
- Trigger: Updated Opportunity
This trigger fires when an opportunity is updated in Salesforce.
- Trigger: New Case
This trigger fires when a new case is created in Salesforce.
- Trigger: Updated Case
This trigger fires when a case is updated in Salesforce.
- Trigger: New Product
This trigger fires when a new product is created in Salesforce.
- Trigger: Updated Product
This trigger fires when a product is updated in Salesforce.
- Trigger: New Task
This trigger fires when a new task is created in Salesforce.
- Trigger: Updated Task
This trigger fires when a task is updated in Salesforce.
- Trigger: New Event
This trigger fires when a new event is created in Salesforce.
- Trigger: Updated Event
This trigger fires when an event is updated in Salesforce.
- Trigger: New Case Comment
This trigger fires when a new comment is added to a Salesforce Case.
- Trigger: Updated Case Comment
This trigger fires when an existing case comment is modified in Salesforce.
- Trigger: New Contact In List
This trigger fires when a new Contact record appears in a selected list view.
- Trigger: New Account In List
This trigger fires when a new Account record appears in a selected list view.
- Trigger: Case CDC
This trigger fires when a change event occurs on an Case and a watched field matches a specific value.
- Trigger: Account CDC
This trigger fires when a change event occurs on an Account and a watched field matches a specific value.
- Trigger: Contact CDC
This trigger fires when a change event occurs on a Contact and a watched field matches a specific value.
- Trigger: Opportunity CDC
This trigger fires when a change event occurs on an Opportunity and a watched field matches a specific value.
- 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).
- Action: Add Attachment
Attaches a file to a Salesforce record from a public URL or a Base64 string.
- Action: Create Account
Creates a new account record in Salesforce.
- Action: Update Account
Updates an existing account in Salesforce.
- Action: Delete Account
Permanently deletes a Account by its ID.
- Action: Find Account
Retrieves a single account record based on the provided data.
- Action: Upsert Account
Creates a new Account or updates an existing one based on a selected unique field.
- Action: Create Contact
Creates a new contact record in Salesforce.
- Action: Update Contact
Updates an existing contact in Salesforce.
- Action: Delete Contact
Permanently deletes a contact by its ID.
- Action: Upsert Contact
Creates a new Contact or updates an existing one based on a selected unique field.
- Action: Find Contact
Retrieves a single contact record based on the provided data.
- Action: Create Lead
Creates a new lead record in Salesforce.
- Action: Update Lead
Updates an existing lead in Salesforce.
- Action: Delete Lead
Permanently deletes a lead by its ID.
- Action: Upsert Lead
Creates a new Lead or updates an existing one based on a selected unique field.
- Action: Find Lead
Retrieves a single lead record based on the provided data.
- Action: Create Opportunity Contact Role
Creates a new Opportunity Contact Role record in Salesforce.
- Action: Update Opportunity Contact Role
Updates an existing Opportunity Contact Role in Salesforce.
- Action: Delete Opportunity Contact Role
Permanently deletes an Opportunity Contact Role by its ID.
- Action: Find Opportunity Contact Role by ID
Retrieves an OpportunityContactRole record directly by its Salesforce record ID.
- Action: Find All Opportunity Contact Roles
Finds Opportunity Contact Roles using SOQL query.
- Action: Create Opportunity
Creates a new opportunity record in Salesforce.
- Action: Update Opportunity
Updates an existing opportunity in Salesforce.
- Action: Delete Opportunity
Permanently deletes an opportunity by its ID.
- Action: Upsert Opportunity
Creates a new Opportunity or updates an existing one based on a selected unique field.
- Action: Find Opportunity
Retrieves a single opportunity record based on the provided data.
- Action: Create Case
Creates a new case record in Salesforce.
- Action: Update Case
Updates an existing case in Salesforce.
- Action: Delete Case
Permanently deletes a case by its ID.
- Action: Find Case
Retrieves a single Case record based on the provided data.
- Action: Create Product
Creates a new product record in Salesforce.
- Action: Update Product
Updates an existing product in Salesforce.
- Action: Delete Product
Permanently deletes a product by its ID.
- Action: Find Product
Retrieves a single product record based on the provided data.
- Action: Create Task
Creates a new task record in Salesforce.
- Action: Update Task
Updates an existing task in Salesforce.
- Action: Delete Task
Permanently deletes a task by its ID.
- Action: Find Task
Retrieves a single task record based on the provided data.
- Action: Create Event
Creates a new event record in Salesforce.
- Action: Update Event
Updates an existing event in Salesforce.
- Action: Delete Event
Permanently deletes an event by its ID.
- Action: Find Event
Retrieves a single event record based on the provided data.
- Action: Create Custom Module
Creates a custom record in the selected Salesforce module
- Action: Delete Custom Records By ID
Permanently deletes a record in the selected Salesforce module by its ID.
- Action: Update Custom Module
Update an existing record of custom module in Salesforce
- Action: Get Custom Record By ID
Get a custom record in the selected Salesforce module
- Action: Create Opportunity Line Item
Creates a new Opportunity Line Item (Product) record in Salesforce.
- Action: Update Opportunity Line Item
Updates an existing Opportunity Line Item in Salesforce.
- Action: Delete Opportunity Line Item
Permanently deletes an Opportunity Line Item by its ID.
- Action: Find Opportunity Line Item
Retrieves a single Opportunity Line Item record based on the provided data.
- Action: Update Dated Conversion Rate
Updates an existing DatedConversionRate record in Salesforce.
- Action: Delete Dated Conversion Rate
Permanently deletes a DatedConversionRate record by ID.
- Action: Find Dated Conversion Rate
Retrieves a DatedConversionRate record by its Salesforce ID.
- Action: List Dated Conversion Rates
Lists DatedConversionRate records with optional filters or custom SOQL query.
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Use Salesforce in an AI agent
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