Connect Salesforce to Teamgate

Use 10 documented Salesforce triggers to run 24 documented Teamgate actions.

10 source triggers

24 target actions

Reverse direction supported

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Why Connect Salesforce & Teamgate?

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 Teamgate action

Send the event into one of 24 documented actions, such as Create Activity, Create Company, Create Deal.

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)

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

Teamgate

Triggers (11)

New Activity Status Change

Emit new event when a activity status is changed. See docs here

polling

New Company

Emit new event when a new company is created. See docs here

polling

New Deal

Emit new event when a new deal is created. See docs here

polling

New Deal Stage Change

Emit new event when a deal stage is changed. See docs here

polling

New Lead

Emit new event when a new lead is created. See docs here

polling

New Lead Converted To Person

Emit new event when a lead is converted to person.

polling

New Lost Deal

Emit new event when a deal is lost. See docs here

polling

New Person

Emit new event when a new person is created. See docs here

polling

New Product

Emit new event when a new product is created. See docs here

polling

New Unqualified Lead

Emit new event when a lead is unqualified. See docs here

polling

New Won Deal

Emit new event when a deal is won. See docs here

polling

Actions (24)

Create Activity

Creates a new activity See the docs here

Create Company

Create a new company. See the docs here

Create Deal

Create a new deal. See the docs here

Create Lead

Create a new lead. See the docs here

Create Person

Create a new person. See the docs here

Create Product

Create a new product. See the docs here

Find Company

Find a company See the docs here

Find Lead

Find a lead See the docs here

Find Person

Find a person See the docs here

Find Product

Find a product See the docs here

List Activity Id Options

Retrieves available options for the Activity Id field.

List Category Options

Retrieves available options for the Category field.

List Companies Options

Retrieves available options for the Companies field.

List Deals Options

Retrieves available options for the Deals field.

List Industry Id Options

Retrieves available options for the Industry Id field.

List Lead Status Id Options

Retrieves available options for the Lead Status Id field.

List Leads Options

Retrieves available options for the Leads field.

List Owner Id Options

Retrieves available options for the Owner Id field.

List PersonId Options

Retrieves available options for the PersonId field.

List Pipeline Options

Retrieves available options for the Pipeline field.

List Product Id Options

Retrieves available options for the Product Id field.

List Products Options

Retrieves available options for the Products field.

List Source Id Options

Retrieves available options for the Source Id field.

Update Cart Products Status

This endpoint is meant for setting all products in cart active or inactive, which is same as in-stock or out-of-stock. isActive: true, means product is in-stock. isActive: false, mean product is out of stock. See the docs here