How to connect Pluto LMS + Salesforce
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- New Calendar EventTriggers when a new calendar event is created.Trigger
- New Branch CreatedTriggers when a new branch is created.Trigger
- New Course CreatedTriggers when a new course is created.Trigger
- New Course EnrollmentTriggers when a new user is enrolled into course.Trigger
- New Group CreatedTriggers when a new group is created.Trigger
- New User CreatedTriggers when new user is created.Trigger
- New User in BranchTriggers when there is a new user in a site branch.Trigger
- Create New UserCreates a new user on your LMS.Action
- Pluto LMS
Adds a User to a Course Group.
Scheduled
Action
- Pluto LMS
Assigns a system role to a user
Scheduled
Action
- Pluto LMS
Creates a calendar event
Scheduled
Action
- Pluto LMS
Creates a new site category.
Scheduled
Action
- Pluto LMS
Adds users to existing site branches.
Scheduled
Action
- Pluto LMS
Creates a Group in your course.
Scheduled
Action
- Pluto LMS
Creates a site branch.
Scheduled
Action
- Pluto LMS
Deletes a user account.
Scheduled
Action
- Pluto LMS
Enrolls user into a course.
Scheduled
Action
- Pluto LMS
Sends a Message to a specified user.
Scheduled
Action
- Pluto LMS
Suspends a user account
Scheduled
Action
- Pluto LMS
Unenrolls a user from a course.
Scheduled
Action
- Pluto LMS
Updates an existing user
Scheduled
Action
- Pluto LMS
Updates a grade within a course
Scheduled
Action
- Pluto LMS
Search the activity completion status of a user in a given course.
Scheduled
Action
- Pluto LMS
Finds a Branch on your LMS
Scheduled
Action
- Pluto LMS
Finds a course in your LMS
Scheduled
Action
- Pluto LMS
Search for course completion status of a given user
Scheduled
Action
- Pluto LMS
Searches for all site course grades for a user in the form of an overview report.
Scheduled
Action
- Pluto LMS
Searches for a user's course grade items.
Scheduled
Action
- Pluto LMS
Searches for a user on your LMS.
Scheduled
Action
- Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
How Pluto LMS + Salesforce Integrations Work
- Step 1: Authenticate Pluto LMS and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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