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CustomGPT.ai + Salesforce

CustomGPT.ai + Salesforce

CustomGPT.ai + Salesforce integrations

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 MessageTrigger when a new message is added.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with CustomGPT.ai and Salesforce

Discover other triggers and actions you can use with CustomGPT.ai and Salesforce

- Agent Name
  Required
Trigger
Instant
Try It
- Agent Name
  Required
Trigger
Instant
Try It
- Agent Name
  Required
- Conversation Name
  Required
Action
Write
- Agent Name
  Required
Action
Write
- Agent Name
  Required
- Conversation Name
  Required
- Language
  Required
- Message Text
  Required
- External ID
Action
Write

- Agent Name
  Required
- 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 Name
  Required
- Conversation Name
  Required
Action
Search

- Agent Name
  Required
- Conversation Name
  Required
Action
Search or write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Agent Name
  Required
Trigger
Instant
Try It
- Agent Name
  Required
- Conversation Name
Trigger
Instant
Try It
- Agent Name
  Required
Action
Write
- Agent Name
  Required
- Conversation Name
  Required
- Format
  Required
Action
Write
- Choose Name
  Required
- Agent Name
- Agent is shared
Action
Write
- Agent Name
  Required
- Data Retention
  Required
- Filename For Storing File
  Required
- File For Processing
  Required
Action
Write
- Agent Name
  Required
Action
Search
- Agent Name
  Required
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- 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 Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- 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 Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- 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.

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About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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