Connect Trengo to Salesforce

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

10 source triggers

24 target actions

Reverse direction supported

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Why Connect Trengo & Salesforce?

Start with a Trengo event

Choose from 10 documented triggers, including New Inbound Message Event (Instant), New Internal Note Event (Instant), New Outbound Message Event (Instant).

Run a Salesforce action

Send the event into one of 24 documented actions, such as Add Contact to Campaign, Add Lead to Campaign, Convert SOAP XML Object to JSON.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Trengo

Triggers (10)

New Inbound Message Event (Instant)

Emit new event when an inbound message is received. See the documentation

webhook

New Internal Note Event (Instant)

Emit new event when an internal note is added. See the documentation

webhook

New Outbound Message Event (Instant)

Emit new event when an outbound message sent. See the documentation

webhook

New Phone Call Ended Event (Instant)

Emit new event when a phone call ends. See the documentation

webhook

New Phone Call Missed Event (Instant)

Emit new event when an phone call missed. See the documentation

webhook

New Phone Call Started Event (Instant)

Emit new event when a phone call starts. See the documentation

webhook

New Ticket Label Added Event (Instant)

Emit new event when a ticket label is added. See the documentation

webhook

New Voice Call Recorded Event (Instant)

Emit new event when a voice call is recorded. See the documentation

webhook

Ticket Closed (Instant)

Emit new event when a ticket is closed. See the documentation

webhook

Ticket Reopened (Instant)

Emit new event when a ticket is reopened. See the documentation

webhook

Actions (24)

Assign Ticket

Assign a Trengo ticket to a user or a team. See the documentation

Attach Label

Attach a label to a ticket. See the documentation

Close Ticket

Close a ticket. See the documentation

Create Contact

Creates a contact. If a contact with given identifier already exists, returns it. See the documentation

Find Contacts

Finds contacts with the given term. See the documentation

Get Article

Get a specific article. See the documentation

Get Block

Get a specific block. See the documentation

Get Category

Get a specific category. See the documentation

Get Email Message Content

Retrieve the full email content for a specific ticket message. Use this when email_message.collapsed is true in the List Messages response. See the documentation

Get Help Center

Get a specific help center. See the documentation

Get Label

Get a label by ID. See the documentation

Get Message

Get a message by ID. See the documentation

Get Ticket

Get a specific ticket. See the documentation

List All Blocks

List all blocks in a help center. See the documentation

List All Categories

List all categories in a help center. See the documentation

List All Quick Replies

List all quick replies. See the documentation

List Articles

List articles from a help center according to the specified criteria. See the documentation

List Channel ID Options

Retrieves available options for the Channel ID field.

List Help Center ID Options

Retrieves available options for the Help Center ID field.

List Help Centers

List all help centers. See the documentation

List Label ID Options

Retrieves available options for the Label ID field.

List Labels

List all labels. See the documentation

List Messages

List messages from a ticket. See the documentation

List Team ID Options

Retrieves available options for the Team ID field.

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