Connect Salesforce and Wunderite to power AI-driven automation

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 new signature form has been completed and has an available PDF for download.

Triggers when a risk profile is found or retrieved using a flexible v1/v2 API lookup.

Create a building in a commercial risk profile.

Create a driver (personal or commercial) with optional address details.

Create a home in a personal risk profile.

Creates a new liability exposure in a commercial risk profile.

Creates a commercial or personal risk profile.

Create a vehicle (personal or commercial) with optional address details.

Advanced: Call any Wunderite API endpoint (v1 or v2) with GET, POST, PATCH, PUT, or DELETE.

Permanently deletes a building from a risk profile.

Permanently deletes a driver.

Permanently deletes a home from a personal risk profile.

Permanently deletes a liability exposure from a risk profile.

Permanently deletes a commercial or personal risk profile.

Permanently deletes a vehicle.

Update an existing additional interest.

Updates details for an existing contact.

Update existing equipment details.

Update an existing legal entity.

Update an existing premise (location) in a commercial risk profile.

Update an existing coverage (e.g. amount, deductible) on a building.

Update an existing workers compensation exposure.

Finds a building in a risk profile by description, address, or specific premise.

Finds a driver by first or last name.

Finds a home in a personal risk profile by description or address.

Finds a liability class code by searching for keywords or a specific code number.

Finds a specific premise in a risk profile by location number or description.

Finds a vehicle by VIN, Make, Model, or Registration.

Lists workers compensation class codes from Wunderite.

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 new questionnaire has been completed and has an available PDF for download.

Create an additional interest for a commercial or personal risk profile.

Creates a new contact with support for multiple emails and phone numbers.

Create equipment for a commercial or personal risk profile.

Create a new legal entity (organization) in a commercial risk profile.

Creates a new premise (location) for a commercial risk profile.

Add a Subject of Insurance to a specific building

Add a new workers compensation exposure to a commercial risk profile.

Permanently deletes an additional interest.

Permanently deletes a contact from a risk profile.

Permanently deletes equipment.

Permanently remove a legal entity.

Permanently deletes a premise (location) from a commercial risk profile.

Permanently deletes a coverage (Subject of Insurance) from a risk profile.

Permanently remove a workers compensation exposure.

Update an existing building in a commercial risk profile.

Update an existing driver's details.

Update a home in a personal risk profile.

Updates an existing liability exposure.

Updates an existing commercial or personal risk profile.

Update an existing vehicle's details.

Finds an additional interest by name, description, or address.

Search for a contact using a general search or specific filters (Name, Email, Phone).

Finds equipment by name, make, model, or number.

Search for existing legal entities by name, FEIN, or description.

Finds a liability exposure by searching class code or premise description.

Search risk profiles

Search for existing workers compensation exposures.