Connect Salesforce to Data Stores

Use 10 documented Salesforce triggers to run 13 documented Data Stores actions.

10 source triggers

13 target actions

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Why Connect Salesforce & Data Stores?

Start with a Salesforce event

Choose from 10 documented triggers, including Case Updated (Instant, of Selectable Type), Email Template Updated (Instant, of Selectable Type), Knowledge Article Updated (Instant, of Selectable Type).

Run a Data Stores action

Send the event into one of 13 documented actions, such as Add or update a single record, Add or update multiple records, Append to record.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

Data Stores

Actions (13)

Add or update a single record

Add or update a single record in your Mazaal AI Data Store.

Add or update multiple records

Add or update multiple records to your Mazaal AI Data Store.

Append to record

Append to a record in your data store Mazaal AI Data Store. If the record does not exist, a new record will be created in an array format.

Check for existence of key

Check if a key exists in your Mazaal AI Data Store or create one if it doesn't exist.

Delete a single record

Delete a single record in your Mazaal AI Data Store.

Delete All Records

Delete all records in your Mazaal AI Data Store.

Get all records

Get all records in your Mazaal AI Data Store. The memory consumption of the workflow can be affected, since this action will be exposing, to the workflow, the entire data from the selected datastore.

Get Difference

Get the difference between two data stores. Result contains key/value pairs where the key exists in one data store, but not the other. Mazaal AI Data Stores.

Get record (or create one if not found)

Get a single record in your Mazaal AI Data Store or create one if it doesn't exist.

Get Record Keys

Get all record keys in your Mazaal AI Data Store that matches with your query. The memory consumption of the workflow can be affected, since this action will be exposing, to the workflow, the entire data from the selected datastore

List keys

List all keys in your Mazaal AI Data Store.

List Records

List all records in your Mazaal AI Data Store.

Update Record Expiration

Update the expiration time for a record in your Mazaal AI Data Store.