Skip to content
Metaforce logo
Metaforce logo

Metaforce Integrations

Communication

Put Metaforce to work with AI and enterprise-grade automation

Automate smarter with Metaforce and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email
Start free with email
Google Logo Continue with Google
  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
  • Free tier available
Metaforce logoMetaforce logo
Or pick an app to pair with
arrow pointing down
Integrate Salesforce with MetaforceIntegrate Salesforce with Metaforce
Salesforce
CRM (Customer Relationship Management)
Integrate Salesforce with MetaforceIntegrate Salesforce with Metaforce
Salesforce
CRM (Customer Relationship Management)
Integrate Salesforce with MetaforceIntegrate Salesforce with Metaforce
Salesforce
CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Google Logo Sign up with Google

Launch your first automated workflow

  • Submit and send new smartforms in Metaforce with this workflow

    • Metaforce logo
    Metaforce
  • Submit and send new smartforms in Metaforce with this workflow

    • Metaforce logo
    Metaforce
    • Supported triggers and actions

      Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

        • SmartForm
          Required
        Trigger
        Instant
        Try It
        • DialogFormId
          Required
        • FileuploadProperty
          Required
        • FileId
          Required
        Action
        Write
        • Send Email
          Required
        • Send SMS
          Required
        • Secret
          Required
        • SmartForm
          Required
        Action
        Write

      For builders

      Let your AI safely access Metaforce

      Go beyond Zap workflows. Install Zapier in your AI to call Metaforce actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in Metaforce from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Send Smartform
      • Get File Submitted to Smartform

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose Metaforce actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a Metaforce connection @ https://zapier.com/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "metaforce", owner: "me" });
      
      await zapier.runAction({
        app: 'metaforce',
        action: 'SendSmartformV2',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      Metaforce Help & Support

      Common questions

      metaforce logo
      About Metaforce
      Metaforce is an easy way to create great looking documents from your data
      Related categories

      Popular Metaforce Integrations

      • Filter by Zapier
      • Webhooks by Zapier
      • Salesforce

      Popular Metaforce Integrations