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Connect Bot for Slack to Salesforce

Name: Bot for Slack to Salesforce Integration
Availability: InStock

Automate workflows and sync data between Bot for Slack and Salesforce with AI-powered automation

5-minute setup

Enterprise secure

No coding required

Why Connect Bot for Slack & Salesforce?

Intelligent Automation Workflows

Leverage 2 available triggers from Bot for Slack to execute 24 targeted actions in Salesforce automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Bot for Slack and Salesforce perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Bot for Slack and Salesforce for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Bot for Slack

Triggers (2)

New Direct Message

Emit new event when a message is posted in a direct message channel (Bot). To open a conversation, use the Mazaal AI Action "Send a Direct Message" to send a message from the Bot, or enable direct messages to the Bot in your App Settings (Settings->App Home->Show Tabs->Messages Tab), and send a direct message to the Bot.

polling

New Message In Channel

Emit new event when a new message is posted to a public, private or group channel (Bot)

polling

Actions (24)

Add Emoji Reaction

Add an emoji reaction to a message. See the documentation

Archive Channel

Archive a channel (Bot). See the documentation

Create a Channel

Create a new channel (Bot). See the documentation

Delete File

Delete a file (Bot). See the documentation

Delete Message

Delete a message (Bot). See the documentation

Find User by Email

Find a user by matching against their email (Bot). See the documentation

Get File

Return information about a file (Bot). See the documentation

Invite User to Channel

Invite a user to an existing channel (Bot). See the documentation

List Channels

Return a list of all channels in a workspace (Bot). See the documentation

List Files

Return a list of files within a team (Bot). See the documentation

List Group Members

List all users in a User Group (Bot). See the documentation

List Members in Channel

Retrieve members of a channel (Bot). See the documentation

List Replies

Retrieve a thread of messages posted to a conversation (Bot). See the documentation

List Users

Return a list of all users in a workspace (Bot). See the documentation

Reply to a Message Thread

Send a message as a threaded reply (Bot). See postMessage or scheduleMessage docs here

Send a Large Message (3000+ characters)

Send a large message (more than 3000 characters) to a channel, group or user (Bot). See postMessage or scheduleMessage docs here

Send Message

Send a message to a user, group, private channel or public channel (Bot). See postMessage or scheduleMessage docs here

Send Message (Advanced)

Customize advanced setttings and send a message to a channel, group or user (Bot). See postMessage or scheduleMessage docs here

Send Message Using Block Kit

Send a message using Slack's Block Kit UI framework to a channel, group or user (Bot). See postMessage or scheduleMessage docs here

Set Channel Description

Change the description or purpose of a channel (Bot). See the documentation

Set Channel Topic

Set the topic on a selected channel (Bot). See the documentation

Update Groups Members

Update the list of users for a User Group (Bot). See docs here

Update Message

Update a message (Bot). See the documentation

Upload File

Upload a file (Bot). See the documentation

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