CustomGPT.ai + Salesforce

Create Salesforce records from new CustomGPT.ai messages

Stay on top of your customer relations by moving information between your CustomGPT.ai and Salesforce apps. With this workflow, whenever you receive a new message on CustomGPT.ai, a new record will be created in Salesforce. This streamlines your process, ensuring no essential details from your customer communication are lost, keeping your records always up-to-date.

When this happens...
New Message
Trigger when a new message is added.
TriggerInstant
automatically do this!
Create Record
Creates a new record of a specified Salesforce object.
ActionWrite

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Supported triggers and actions

- Agent NameRequired
Trigger
Instant
Try It
- Agent NameRequired
Trigger
Instant
Try It
- Agent NameRequired
- Conversation NameRequired
Action
Write
- Agent NameRequired
Action
Write
- Agent NameRequired
- Conversation NameRequired
- LanguageRequired
- Message TextRequired
- External ID
Action
Write

- Agent NameRequired
- The chat bot avatar
- The background image for widget
- Default prompt
- Questions shown to guide the bot users
- Response source
- Chat bot message language
- Color of the chatbot in hex format
- Persona instructions
- Label for citations
- Label for sources
- Waiting answer message
- "Siesta" message
- Show animated loading indicator
- Show citations
- How citations are shown
- "No answer" message
- Ending message
- Remove branding
- Chat bot GPT model
- Allow conversation sharing
- Allow conversation export
- Allow agent to mention sources
Action
Write
- Agent NameRequired
- Conversation NameRequired
Action
Search

- Agent NameRequired
- Conversation NameRequired
Action
Search or write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- FlowRequired
- Manual flow input parameters
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Query TypeRequired
- Include Deleted Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Agent NameRequired
Trigger
Instant
Try It
- Agent NameRequired
- Conversation Name
Trigger
Instant
Try It
- Agent NameRequired
Action
Write
- Agent NameRequired
- Conversation NameRequired
- FormatRequired
Action
Write
- Choose NameRequired
- Agent Name
- Agent is shared
Action
Write
- Agent NameRequired
- Data RetentionRequired
- Filename For Storing FileRequired
- File For Processing Required
Action
Write
- Agent NameRequired
Action
Search
- Agent NameRequired
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About CustomGPT.ai

CustomGPT.ai is a no-code platform that lets you build AI chatbots using your own business content, designed for beginners and developers alike.

Learn more

Related categories

AI Agents

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

CustomGPT.ai + Salesforce

Create Salesforce records from new CustomGPT.ai messages

New Conversation

New Lead

Create Conversation

Delete Agent

Send Message

Update Settings

Find Conversation

Find or Create Conversation

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Launch Flow

Send Email

Update Lead

Update Record (UTC)

Custom SOQL Query

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Conversation Ended

New Message

Create Agent

Export Conversation

Update Agent

Upload File

Find Agent

Find or Create Agent

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Run Report

Update Contact

Update Record

API Request (Beta)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

About CustomGPT.ai

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces