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Connect Salesforce to Salesflare

Use 10 documented Salesforce triggers to run 21 documented Salesflare actions.

10 source triggers
21 target actions
Reverse direction supported

Why Connect Salesforce & Salesflare?

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 Salesflare action

Send the event into one of 21 documented actions, such as Add Contact To Account, Add User To Account, Create Account.

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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Salesflare

Triggers (5)

New Account Event

Emit new events when new accounts are created. See the docs

polling
New Contact Event

Emit new events when new contacts are created. See the docs

polling
New Opportunity Event

Emit new events when new opportunities are created. See the docs

polling
New Task Event

Emit new events when new tasks are created. See the docs

polling
New Workflow Event

Emit new events when new workflows are created. See the docs

polling

Actions (21)

Add Contact To Account

Adds a contact to an account See the docs here

Add User To Account

Adds a user to an account See the docs here

Create Account

Create an account. See the docs here

Create Call

Create a call. See the docs here

Create Contact

Create a contact See the docs here

Create Internal Note

Create an internal note. See the docs here

Create Meeting

Create a meeting See the docs here

Create Opprtunity

Create opportunity. See the docs here

Create Task

Create a task See the docs here

Find Account

Finds accounts according to props configured, if no prop configured returns all accounts, See the docs

Find Contact

Finds contacts according to props configured, if no prop configured returns all contacts See the docs here

Find Opportunity

Finds opportunities according to props configured, if no prop configured returns all opportunities See the docs here

Find Person

Finds people according to props configured, if no prop configured returns all people See the docs here

Find Pipeline Stage

Finds pipeline stages according to props configured, if no prop configured returns all stages See the docs here

Find Users

Finds users according to props configured, if no prop configured returns all users See the docs here

Find Workflow

Finds workflows according to props configured, if no prop configured returns all workflows, See the docs here

List Currency Options

Retrieves available options for the Currency field.

Remove Contact From Workflow

Remove a contact from a workflow See the docs here

Update Account

Update an account See the docs here

Update Contact

Updates a contact. See the docs here

Update Opportunity

Update an Opportunity See the docs here

Integration Features

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

Capability Examples

Salesforce trigger → Salesflare action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

SalesflareSalesflare

Add Contact To Account

Salesflare trigger → Salesforce action

Reverse direction
SalesflareSalesflare

New Account Event

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Salesflare accounts

2

Choose a Trigger

Select a documented Salesforce event

3

Choose an Action

Select the documented Salesflare 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 21 documented Salesflare 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 Salesflare to Salesforce for bidirectional automation

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All Salesforce Integrations

Explore all available Salesforce connections

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All Salesflare Integrations

Explore all available Salesflare connections

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