Salesforce + Sutra

Salesforce + Sutra integrations

Invite persons to a Sutra space whenever updated records occur in Salesforce

Effortlessly streamline your workflow with this integration that connects Salesforce and Sutra. As soon as a record is updated in Salesforce, an invitation is immediately sent to that individual to join a space in Sutra. This automation not only saves time, but also ensures that every updated contact in Salesforce has instant access to your collaborative Sutra spaces.

When this happens...
Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
TriggerPolling
automatically do this!
Invite Person to a Sutra SpaceCreate an invitation in a Sutra space for the given email
ActionWrite

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More things you can do with Salesforce and Sutra

Discover other triggers and actions you can use with Salesforce and Sutra

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- History Object
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New Lead
Triggers when a new Lead is created.
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- Salesforce Objects
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- Salesforce Object
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- Salesforce Object
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- Record
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- File
  Required
- Visibility
  Required
Action
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- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
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- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
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Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
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- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
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- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
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- 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
- Spaces
  Required
Trigger
Instant
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- Spaces
  Required
- Sutra trigger type
  Required
Trigger
Instant
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- Sutra Space
  Required
- Email
  Required
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- 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
- Spaces
  Required
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Instant
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- Spaces
  Required
- Survey
  Required
Trigger
Instant
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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About Sutra

Sutra is a group learning platform designed around meaningful connection and conversation.

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