Salesforce Integrations

Adds an existing file to an existing Record.

Adds an existing contact to an existing campaign.

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Creates a new lead in Salesforce.

Creates a new record of a specified Salesforce object.

Deletes an existing record of a specified Salesforce object.

Updates an existing contact in Salesforce.

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Gets all notes and attachments for a record.

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Adds an existing lead to an existing campaign.

Creates a new attachment (max 25MB).

Creates a new File (max 25MB).

Creates a new note and links it to a parent record

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Sends an email using Salesforce Simple Email Actions.

Updates an existing lead in Salesforce.

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find a record. Optionally create a record if not found.