Salesforce integration

Fetch account by id with query

Deprecated: use this action to retrieve a salesforce account by its unique id, which must be a valid and existing salesforce account id; you can optionally specify a comma-delimited list of fields to return.

Fetch modified or unmodified sobjects

Deprecated: fetches sobjects from `/sobjects` based on caller-set 'if-modified-since' (returns objects modified after a date, or 304 status if none) or 'if-unmodified-since' (returns objects if unmodified since a date, or 412 status if modified) http headers.

Get account

Retrieves a specific account by id from salesforce, returning all available fields.

Get campaign

Retrieves a specific campaign by id from salesforce, returning all available fields.

Get contact

Retrieves a specific contact by id from salesforce, returning all available fields.

Get dashboard

Gets detailed metadata for a specific dashboard including its components, layout, and filters.

Get lead

Retrieves a specific lead by id from salesforce, returning all available fields.

Get note

Retrieves a specific note by id from salesforce, returning all available fields.

Get note by id with fields

Deprecated: retrieves a salesforce note object by its id, optionally specifying which fields to return; the note id must exist.

Get opportunity

Retrieves a specific opportunity by id from salesforce, returning all available fields.

Get report

Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.

Get report instance

Gets the results of a report instance created by running a report. check status to see if report has completed.

Account creation with content type option

Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

Add opportunity line item

Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

Clone opportunity with products

Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.

Clone record

Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.

Complete task

Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.

Create account

Creates a new account in salesforce with the specified information.

Create campaign

Creates a new campaign in salesforce with the specified information.

Create campaign record via

Deprecated: creates a new campaign record in salesforce; if 'parentid' is provided, it must be a valid id of an existing campaign record, and if 'ownerid' is provided, it must be a valid id of an active user.