AppsPricingBlogTry it
Salesforce logo
2Chat logo

Connect Salesforce to 2Chat

Use 10 documented Salesforce triggers to run 4 documented 2Chat actions.

10 source triggers
4 target actions
Reverse direction supported

Why Connect Salesforce & 2Chat?

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 2Chat action

Send the event into one of 4 documented actions, such as Check Phone Number for WhatsApp, Create Contact, List From Phone Number Options.

Map and review the workflow

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

Available Triggers & Actions

Salesforce logo

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

2Chat logo

2Chat

Triggers (3)

New Conversation (Instant)

Emit new event when a new WhatsApp conversation is started on the user’s 2chat connected number.

webhook
New Message (Instant)

Emit new event when a new message is either sent or received on 2Chat.

webhook
New WhatsApp Order (Instant)

Emit new event when a WhatsApp order is received on user's 2Chat connected number.

webhook

Actions (4)

Check Phone Number for WhatsApp

Checks if a given phone number has a WhatsApp account. See the documentation

Create Contact

Creates a new contact in 2Chat. See the documentation

List From Phone Number Options

Retrieves available options for the From Phone Number field.

Send Whatsapp Text Message

Sends a text message to a designated whatsapp-enabled phone number. See the documentation

Integration Features

10 documented Salesforce triggers
4 documented 2Chat actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported 2Chat to Salesforce direction

Capability Examples

Salesforce trigger → 2Chat action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

2Chat2Chat

Check Phone Number for WhatsApp

2Chat trigger → Salesforce action

Reverse direction
2Chat2Chat

New Conversation (Instant)

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and 2Chat accounts

2

Choose a Trigger

Select a documented Salesforce event

3

Choose an Action

Select the documented 2Chat operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 10 documented Salesforce triggers.

Automated Actions

Run one of 4 documented 2Chat actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

2Chat logoSalesforce logo

Reverse Integration Available

Also connect 2Chat to Salesforce for bidirectional automation

View Integration
Salesforce logo

All Salesforce Integrations

Explore all available Salesforce connections

View All Integrations
2Chat logo

All 2Chat Integrations

Explore all available 2Chat connections

View All Integrations

Ready to Connect Salesforce & 2Chat?

Build this supported workflow in Mazaal AI and test it with your own provider accounts.

Get Started Free