Salesforce + Ytel Platform

Create Attachment

Creates a new attachment (max 25MB).

Create Record

Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Update Contact

Updates an existing contact in Salesforce.

Update Record

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

API Request (Beta)

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

Find Record(s)

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

Find Record by Query

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

Carrier Lookup

Oftentimes the carrier a person uses determines how you want to market to them. Carrier Lookup will return information about the carrier including the carrier name, location, and whether it is a mobile number or not.

Send Campaign Using Phone

Search Contacts

Allows searching for contacts by email or phone number. When doing a search, all records that match all of the criteria will be returned.

Create Child Records (with line item support)

Creates records from line items and sets the parent-child relationship.

Create File

Creates a new File (max 25MB).

Create Record (UTC)

Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Update Lead

Updates an existing lead in Salesforce.

Update Record (UTC)

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

Find Record

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

Find Record(s) by Query

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Find or Create Record

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

Create a Contact

Create a contact on the Ytel Platform with some of the basic information needed for communications. You may then use the returned ContactID to send an SMS, Make a Call, or store back into your trigger application for future use.

Send Campaign Using ContactID