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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 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
- Lead Export Mode
  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
- 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
- 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
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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Related categories

AI Agents

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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