Darwin AI + Salesforce

Forward new Darwin AI sessions to create records in Salesforce

Easily manage your workflow with this automation that links Darwin AI and Salesforce. When a session is forwarded in the Darwin AI app, a new record is instantly created in Salesforce. This simplifies your task management by streamlining data flow between the two platforms, saving time and minimizing the chances for clerical errors. Make your process more efficient without the need for manual data entry.

When this happens...
Session Forwarded
Triggers when a session is forwarded to another agent.
TriggerInstant
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Create Record
Creates a new record of a specified Salesforce object.
ActionWrite

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Supported triggers and actions

Session Analyzed
Triggers when a session is analyzed.
Trigger
Instant
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Session Closed Unforwarded
Triggers when a session is closed and unforwarded.
Trigger
Instant
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Session Forwarded Escalated
Triggers when a session is forwarded and escalated to another agent.
Trigger
Instant
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Session Forwarded Recovered
Triggers when a session is recovered and forwarded to another agent.
Trigger
Instant
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Session Replied
Triggers when a session is replied.
Trigger
Instant
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- Phone NumberRequired
- Channel ID
- Channel Type
- Message
- Initial State
- Initial Pipeline ID
- Utm Source
- Utm Campaign
- Utm Medium
- Intent
- Utm Term
- Utm Content
- Interest
- Media Url
- Media Type
- Location
Action
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
- 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
- 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

Session Closed
Triggers when a session is closed.
Trigger
Instant
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Session Forwarded
Triggers when a session is forwarded to another agent.
Trigger
Instant
Try It
Session Forwarded Qualified
Triggers when a session is forwarded to another agent.
Trigger
Instant
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Session Opened
Triggers when a session is opened.
Trigger
Instant
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Session Stage Transitioned
Triggers when a session is moved to a new stage.
Trigger
Instant
Try It
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
- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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

About Darwin AI

Darwin AI offers AI-driven customer service solutions, specializing in human-like interactions for effective customer experiences and service improvements.

Related categories

Customer Support

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

Darwin AI + Salesforce

Forward new Darwin AI sessions to create records in Salesforce

Session Analyzed

Session Closed Unforwarded

Session Forwarded Escalated

Session Forwarded Recovered

Session Replied

Send Outbound Message

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

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Session Closed

Session Forwarded

Session Forwarded Qualified

Session Opened

Session Stage Transitioned

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)

Run Report

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

About Darwin AI

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces