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Connect Salesforce to Telnyx

Use 10 documented Salesforce triggers to run 11 documented Telnyx actions.

10 source triggers
11 target actions
Reverse direction supported

Why Connect Salesforce & Telnyx?

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 Telnyx action

Send the event into one of 11 documented actions, such as Dial Number, Get Messaging Profiles, Get Phone Numbers.

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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Telnyx

Triggers (2)

New Call Received

Emit new event on an incoming call to a Call Control Application. See the documentation

webhook
New Phone Number

Emit new event when a new phone number is added See the documentation

polling

Actions (11)

Dial Number

Dial a number or SIP URI from a given Call Control App. See the documentation

Get Messaging Profiles

Get a list of messaging profiles. See the documentation

Get Phone Numbers

Get a list of phone numbers. See the documentation

List Call Control Application ID Options

Retrieves available options for the Call Control Application ID field.

List Fax Application ID Options

Retrieves available options for the Fax Application ID field.

List Messaging Profile Id Options

Retrieves available options for the Messaging Profile Id field.

List Phone Number Options

Retrieves available options for the Phone Number field.

Retrieve a Message

Retrieve a message. See the documentation

Send Fax

Sends a PDF document to a specified fax number using the Telnyx Fax API. See the documentation

Send Group Message

Send a group MMS message. See the documentation

Send Message

Send an SMS or MMS message. See the documentation

Integration Features

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

Capability Examples

Salesforce trigger → Telnyx action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

TelnyxTelnyx

Dial Number

Telnyx trigger → Salesforce action

Reverse direction
TelnyxTelnyx

New Call Received

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Telnyx accounts

2

Choose a Trigger

Select a documented Salesforce event

3

Choose an Action

Select the documented Telnyx 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 11 documented Telnyx 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 Telnyx to Salesforce for bidirectional automation

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All Salesforce Integrations

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All Telnyx Integrations

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