Adds an existing file to an existing Record.

Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.

Creates a new File (max 25MB).

Creates a new note and links it to a parent record

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Launch a Salesforce flow with optional input parameters. The flow will execute and return any output values.

Sends an email using Salesforce Simple Email Actions.

Updates an existing lead in Salesforce.

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Execute custom SOQL SELECT queries with support for full query control and guided aggregate functions (COUNT, SUM, AVG, MAX, MIN).

Finds Child Records for a given Parent ID.

Finds records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find a record. Optionally create a record if not found.

Triggers when a card enters a specified lane.

Triggers when a card is created anywhere on a board.

Triggers when a card is updated anywhere on a board.

Add a Comment to a Card or Task

Add tags to an existing card (or task).

Block a Card (Or Task)

Moves a task into it's taskboard 'done' lane

Create a Task Card.

Gets a Card by ID

Move a parent based on children (1st child moved to an active lane moves the parents into the specified active lane. Once all children are complete, moves the parents to the specified 'done' lane)

Remove Custom Field Choice Item From Dropdown

Remove tags from an existing card (or task).

Unassign a User from a Card (Or Task)

Updates an existing card (or task card).

Finds the first matching card on a board by searching Title and Header (Custom ID).

Adds an existing lead to an existing campaign.

Adds an existing contact to an existing campaign.

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Creates a new lead in Salesforce.

Creates a new record of a specified Salesforce object.

Deletes an existing record of a specified Salesforce object.

Execute a Salesforce Analytics report and retrieve the results with optional custom filters and groupings.

Updates an existing contact in Salesforce.

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Execute custom SOSL (Salesforce Object Search Language) queries for text-based searches across multiple objects and fields. Useful for searching Salesforce Knowledge Base articles and other cross-object text searches.

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Finds records of a specified Salesforce object by a field and value you choose (with line-item support).

Gets all notes and attachments for a record.

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Triggers when a card is created in a specific lane.

Triggers when a card moves to/from any lane on a board.

Adds a card type to a board if it doesn't already exist

Add Custom Field Choice Item to Dropdown

Assign a User to a Card (Or Task)

Creates a new card.

Creates a parent/child relationship between two cards

Duplicate a Card (Or Task)

Moves a card to a different lane.

Move a card to another board

Removes a parent/child connection between two cards

Moves a task card into the 'doing' lane

Unblock a Card (Or Task)

Update Custom Field Value on a Card

Finds the first matching card on a board by searching Title and Header (Custom ID).