AppsPricingBlogTry it
Salesforce logo
Seven logo

Connect Salesforce to Seven

Use 10 documented Salesforce triggers to run 7 documented Seven actions.

10 source triggers
7 target actions
Reverse direction supported

Why Connect Salesforce & Seven?

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 Seven action

Send the event into one of 7 documented actions, such as Get Analytics, List Subaccounts Options, Lookup CNAM.

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

Seven logo

Seven

Triggers (2)

New Incoming Call (Instant)

Emit new event when a voice call occurs. See the documentation

webhook
New Incoming SMS (Instant)

Emit new event when a new inbound SMS is received. See the documentation

webhook

Actions (7)

Get Analytics

Retrieve account statistics (SMS, RCS, voice, HLR, usage). See the documentation

List Subaccounts Options

Retrieves available options for the Subaccounts field.

Lookup CNAM

Look up caller name information via Seven. See the documentation

Lookup Format

Look up phone number formatting via Seven. See the documentation

Lookup HLR

Look up home location register information via Seven. See the documentation

Make TTS Call

Make a text-to-speech call via Seven. See the documentation

Send SMS

Send SMS via Seven. See the documentation

Integration Features

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

Capability Examples

Salesforce trigger → Seven action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

SevenSeven

Get Analytics

Seven trigger → Salesforce action

Reverse direction
SevenSeven

New Incoming Call (Instant)

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Seven accounts

2

Choose a Trigger

Select a documented Salesforce event

3

Choose an Action

Select the documented Seven 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 7 documented Seven 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.

Seven logoSalesforce logo

Reverse Integration Available

Also connect Seven to Salesforce for bidirectional automation

View Integration
Salesforce logo

All Salesforce Integrations

Explore all available Salesforce connections

View All Integrations
Seven logo

All Seven Integrations

Explore all available Seven connections

View All Integrations

Ready to Connect Salesforce & Seven?

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

Get Started Free