Connect Salesforce to Rex
Use 10 documented Salesforce triggers to run 10 documented Rex actions.
Why Connect Salesforce & Rex?
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 Rex action
Send the event into one of 10 documented actions, such as Create Contact, Create Lead, Create Reminder.
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)
Actions (24)
Rex
Triggers (2)
Actions (10)
Integration Features
Capability Examples
Salesforce trigger → Rex action
Case Updated (Instant, of Selectable Type)
Create Contact
Rex trigger → Salesforce action
New Contact Created (Instant)
Add Contact to Campaign
How It Works
Connect Apps
Authenticate your Salesforce and Rex accounts
Choose a Trigger
Select a documented Salesforce event
Choose an Action
Select the documented Rex 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 10 documented Rex 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.
Reverse Integration Available
Also connect Rex to Salesforce for bidirectional automation
All Salesforce Integrations
Explore all available Salesforce connections
All Rex Integrations
Explore all available Rex connections
Ready to Connect Salesforce & Rex?
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