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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Make Prediction" in FlowiseAI.

You’re connected!

Zapier seamlessly connects Salesforce and FlowiseAI, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  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
- 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
- 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

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
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
- 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
- Question
  Required
- Flow ID
Action
Write

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Connect Salesforce and FlowiseAI to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Salesforce to FlowiseAI integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Salesforce + FlowiseAI integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and FlowiseAI

What is needed to start Salesforce integration with FlowiseAI?

To begin integrating Salesforce with FlowiseAI, you will need valid Salesforce and FlowiseAI accounts. Access to the API keys and permissions for both platforms is crucial for setting up triggers and actions effectively.

How do I set up triggers for Salesforce and FlowiseAI integration?

Setting up triggers involves identifying specific events or conditions in Salesforce that you want to respond to in FlowiseAI. In our system, you can select from various pre-set triggers such as new record creation, updating a record, or changes in an opportunity status.

Can I customize actions in FlowiseAI based on Salesforce data?

Yes, once you've set up a trigger from Salesforce, you can define custom actions in FlowiseAI. For instance, you can configure processes like sending notifications or updating analytics models whenever a Salesforce trigger event occurs.

Are there specific configurations required on the Salesforce side?

Yes, ensuring that your Salesforce organization has API access enabled is crucial. Additionally, permissions must be configured so that the necessary data can be accessed by our integration workflows.

How secure is the integration between Salesforce and FlowiseAI?

We use industry-standard encryption protocols to ensure data transmitted between Salesforce and FlowiseAI stays secure. Furthermore, robust access controls are implemented to maintain data integrity and confidentiality at both ends.

Is it possible to update existing processes after setting up the initial integration?

Certainly! You can go back any time to modify triggers or actions within our interface. This flexibility allows adapting your integrated processes as your business requirements evolve.

What troubleshooting steps should I take if my integration isn't working properly?

First, ensure that all credentials are correct and that API access levels are appropriately configured on both sides. Check if the trigger conditions in Salesforce match those set in our platform. If issues persist, consult our support resources for further assistance.

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About FlowiseAI

FlowiseAI is a low-code/no-code tool to build customized LLM flows

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