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Connect OpenAI (ChatGPT) to Salesforce

Name: OpenAI (ChatGPT) to Salesforce Integration
Availability: InStock

Automate workflows and sync data between OpenAI (ChatGPT) and Salesforce with AI-powered automation

5-minute setup

Enterprise secure

No coding required

Why Connect OpenAI (ChatGPT) & Salesforce?

Intelligent Automation Workflows

Leverage 4 available triggers from OpenAI (ChatGPT) to execute 24 targeted actions in Salesforce automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps OpenAI (ChatGPT) and Salesforce perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between OpenAI (ChatGPT) and Salesforce for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

OpenAI (ChatGPT)

Triggers (4)

New Batch Completed

Emit new event when a new batch is completed in OpenAI. See the documentation

polling

New File Created

Emit new event when a new file is created in OpenAI. See the documentation

polling

New Fine Tuning Job Created

Emit new event when a new fine-tuning job is created in OpenAI. See the documentation

polling

New Run State Changed

Emit new event every time a run changes its status. See the documentation

polling

Actions (24)

Chat

The Chat API, using the gpt-3.5-turbo or gpt-4 model. See the documentation

Chat using Web Search

Chat using the web search tool. See the documentation

Chat using Functions

Chat with your models and allow them to invoke functions. Optionally, you can build and invoke workflows as functions. See the documentation

Chat using File Search

Chat with your files knowledge base (vector stores). See the documentation

Summarize Text

Summarizes text using the Chat API. See the documentation

Classify Items into Categories

Classify items into specific categories using the Chat API. See the documentation

Translate Text (Whisper)

Translate text from one language to another using the Chat API. See the documentation

Create Transcription

Transcribes audio into the input language. See the documentation

Create Image (Dall-E)

Creates an image given a prompt returning a URL to the image. See the documentation

Create Embeddings

Get a vector representation of a given input that can be easily consumed by machine learning models and algorithms. See the documentation

Create Completion (Send Prompt)

OpenAI recommends using the **Chat** action for the latest gpt-3.5-turbo API, since it's faster and 10x cheaper. This action creates a completion for the provided prompt and parameters using the older /completions API. See the documentation

Analyze Image Content

Send a message or question about an image and receive a response. See the documentation

Cancel Run (Assistants)

Cancels a run that is in progress. See the documentation

Chat with Assistant

Sends a message and generates a response, storing the message history for a continuous conversation. See the documentation

Chat With Responses API

Send a chat via the Responses API, mixing built-in tools and MCP server tools. See the documentation.

Convert Text to Speech (TTS)

Generates audio from the input text. See the documentation

Create Assistant

Creates an assistant with a model and instructions. See the documentation

Create Batch

Creates and executes a batch from an uploaded file of requests. See the documentation

Create Fine Tuning Job

Creates a job that fine-tunes a specified model from a given dataset. See the documentation

Create Moderation

Classifies if text is potentially harmful. See the documentation

Create Thread (Assistants)

Creates a thread with optional messages and metadata, and optionally runs the thread using the specified assistant. See the documentation

Create Vector Store

Create a vector store. See the documentation

Create Vector Store File

Create a vector store file. See the documentation

Delete File

Deletes a specified file from OpenAI. See the documentation

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