Salesforce integration

Overview

Connect Salesforce with Mazaal AI for CRM workflows. Build AI-assisted workflows, sync data, and trigger automations across the tools your team already uses.

Available Integrations

View 68 supported integrations →

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Triggers

Actions

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Salesforce integration

Overview

Available Integrations

Triggers

Case Updated (Instant, of Selectable Type)

Email Template Updated (Instant, of Selectable Type)

Knowledge Article Updated (Instant, of Selectable Type)

New Case (Instant, of Selectable Type)

New Deleted Record (Instant, of Selectable Type)

New Email Template (Instant, of Selectable Type)

New Knowledge Article (Instant, of Selectable Type)

New Outbound Message (Instant)

New Record (Instant, of Selectable Type)

New Updated Record (Instant, of Selectable Type)

Actions

Add Contact to Campaign

Add Lead to Campaign

Convert SOAP XML Object to JSON

Create Account

Create Accounts (Batch)

Create Attachment

Create Campaign

Create Case

Create Case Comment

Create Contact

Create Content Note

Create Event

Create Lead

Create Note

Create Opportunities (Batch)

Create Opportunity

Create Record

Create Record

Create Task

Create User

Delete Note Or Content Note

Delete Opportunity

Delete Record

Delete Record

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Salesforce integration

Overview

Available Integrations

Triggers

Case Updated (Instant, of Selectable Type)Emit new event when a case is updated. See the documentation

Case Updated (Instant, of Selectable Type)

Email Template Updated (Instant, of Selectable Type)Emit new event when an email template is updated. See the documentation

Email Template Updated (Instant, of Selectable Type)

Knowledge Article Updated (Instant, of Selectable Type)Emit new event when a knowledge article is updated. See the documentation

Knowledge Article Updated (Instant, of Selectable Type)

New Case (Instant, of Selectable Type)Emit new event when a case is created. See the documentation

New Case (Instant, of Selectable Type)

New Deleted Record (Instant, of Selectable Type)Emit new event when a record of the selected object type is deleted. See the documentation

New Deleted Record (Instant, of Selectable Type)

New Email Template (Instant, of Selectable Type)Emit new event when an email template is created. See the documentation

New Email Template (Instant, of Selectable Type)

New Knowledge Article (Instant, of Selectable Type)Emit new event when a knowledge article is created. See the documentation

New Knowledge Article (Instant, of Selectable Type)

New Outbound Message (Instant)Emit new event when a new outbound message is received in Salesforce.

New Outbound Message (Instant)

New Record (Instant, of Selectable Type)Emit new event when a record of the selected object type is created. See the documentation

New Record (Instant, of Selectable Type)

New Updated Record (Instant, of Selectable Type)Emit new event when a record of the selected type is updated. See the documentation

New Updated Record (Instant, of Selectable Type)

Actions

Add Contact to CampaignAdds an existing contact to an existing campaign. See the documentation

Add Contact to Campaign

Add Lead to CampaignAdds an existing lead to an existing campaign. See the documentation

Add Lead to Campaign

Convert SOAP XML Object to JSONConverts a SOAP XML Object received from Salesforce to JSON

Convert SOAP XML Object to JSON

Create AccountCreates a Salesforce account. See the documentation

Create Account

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

Create Accounts (Batch)

Create AttachmentCreates an Attachment on a parent object. See the documentation

Create Attachment

Create CampaignCreates a marketing campaign. See the documentation

Create Campaign

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

Create Case

Create Case CommentCreates a Case Comment on a selected Case. See the documentation

Create Case Comment

Create ContactCreates a contact. See the documentation

Create Contact

Create Content NoteCreates a content note. See the documentation and Set Up Notes.

Create Content Note

Create EventCreates an event. See the documentation

Create Event

Create LeadCreates a lead. See the documentation

Create Lead

Create NoteCreates a note. See the documentation

Create Note

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

Create Opportunities (Batch)

Create OpportunityCreates an opportunity. See the documentation

Create Opportunity

Create RecordCreate a record of a given object. See the documentation

Create Record

Create Record

Create TaskCreates a task. See the documentation

Create Task

Create UserCreates a Salesforce user. See the documentation

Create User

Delete Note Or Content NoteDelete a note or content note from a Salesforce record. See the documentation

Delete Note Or Content Note

Delete OpportunityDeletes an opportunity. See the documentation

Delete Opportunity

Delete RecordPermanently 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

Delete RecordDeletes an existing record in an object. See the documentation

Delete Record

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