Salesforce + Ytel Platform

Add File to Record

Adds an existing file to an existing Record.

Call Apex REST

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

Create File

Creates a new File (max 25MB).

Create Note

Creates a new note and links it to a parent record

Create Record (UTC)

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

Launch Flow

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

Send Email

Sends an email using Salesforce Simple Email Actions.

Update Lead

Updates an existing lead in Salesforce.

Update Record (UTC)

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

Custom SOQL Query

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

Find Record

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

Find Records

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

Get Record Attachments

Gets all notes and attachments for a record.

Find or Create Record by Query

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

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Convert Lead to Contact

Adds an existing contact to an existing campaign.

Create Enhanced Note

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

Create Lead

Creates a new lead in Salesforce.

Create Record

Creates a new record of a specified Salesforce object.

Delete Record

Deletes an existing record of a specified Salesforce object.

Run Report

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

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 Child Records

Finds Child Records for a given Parent ID.

Find Records by Query

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

Find Record by Query

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

Find or Create Record

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

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.