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Connect Salesforce to Plain

Use 10 documented Salesforce triggers to run 4 documented Plain actions.

10 source triggers
4 target actions
Reverse direction supported

Why Connect Salesforce & Plain?

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 Plain action

Send the event into one of 4 documented actions, such as Add Customer to Group, Create Customer Event, Create Thread.

Map and review the workflow

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

Available Triggers & Actions

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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

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Plain

Triggers (11)

Customer Created

Emit new event when a customer is created.

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Customer Deleted

Emit new event when a customer is deleted.

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Customer Updated

Emit new event when a customer is updated.

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Email Received

Emit new event when an email is received.

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Email Sent

Emit new event when an email is sent.

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Note Created

Emit new event when a note is created.

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Thread Assignment Transitioned

Emit new event when a thread assignment is transitioned.

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Thread Created

Emit new event when a thread is created.

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Thread Label Changed

Emit new event when a thread label is changed.

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Thread Priority Changed

Emit new event when a thread's priority is changed.

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Thread Status Changed

Emit new event when a thread's status is transitioned.

polling

Actions (4)

Add Customer to Group

Adds a customer to a customer group. See the documentation

Create Customer Event

Creates an event with a customer. See the documentation

Create Thread

Creates a new thread with a given customer. See the documentation

Upsert Customer

Creates or updates customer with customer details. See the documentation

Integration Features

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

Capability Examples

Salesforce trigger → Plain action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

PlainPlain

Add Customer to Group

Plain trigger → Salesforce action

Reverse direction
PlainPlain

Customer Created

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Plain accounts

2

Choose a Trigger

Select a documented Salesforce event

3

Choose an Action

Select the documented Plain 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 Plain 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.

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Reverse Integration Available

Also connect Plain to Salesforce for bidirectional automation

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All Salesforce Integrations

Explore all available Salesforce connections

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All Plain Integrations

Explore all available Plain connections

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