Salesforce

Connect data from Salesforce with TaskMagic. This helps with apps we don't natively connect with as well. If the app you're looking to connect with has an open api you can connect it.

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Triggers

Updated Salesforce Field on Record

Instant

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

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New Salesforce Outbound Message

Instant

Triggers when a new outbound message is received in Salesforce.

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Updated Salesforce Record

Instant

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

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New Salesforce Record

Instant

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

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New Field History Tracking Salesforce Event

Instant

Triggers when a specific field is updated on a specific object. This trigger outputs the old value and the new value of the field in Salesforce.

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Actions

Find or Create Salesforce Record

Write

Find a record. Optionally create a record if not found in Salesforce.

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Find Record(s) by Query in Salesforce

Write

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

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Update Record in Salesforce

Write

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

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Update Contact in Salesforce

Write

Updates an existing contact in Salesforce.

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Create Salesforce Record

Write

Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

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Create Salesforce File

Write

Creates a new File (max 25MB) in Salesforce.

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Create Salesforce Attachment

Write

Creates a new attachment in Salesforce (max 25MB).

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Add File to Salesforce Record

Write

Adds an existing file to an existing Salesforce Record.

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Find Salesforce Record by Query

Write

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

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Find Salesforce Record(s)

Write

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

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Update Salesforce Record (UTC)

Write

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

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Update Salesforce Lead

Write

Updates an existing lead in Salesforce.

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Create Salesforce Record (UTC)

Write

Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

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Create Salesforce Lead

Write

Creates a new lead in Salesforce.

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Create Salesforce Contact

Write

Creates a new contact in Salesforce.

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Add Lead to Salesforce Campaign

Write

Adds an existing lead to an existing campaign in Salesforce.

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Add Salesforce Contact to Campaign

Write

Adds an existing Salesforce contact to an existing campaign.

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