Salesforce

AI-powered conversations synced to managed contacts and pipelines

Description

AI-powered conversations synced to managed contacts and pipelines. Use this integration to query data with SOQL/SOSL, manage contacts, accounts, leads, opportunities, tasks, notes, cases, and events.

Authentication

• OAuth 2.0 or Salesforce Access Token with instance URL.

Available Actions

• SOQL query (standard, paginated, and queryAll)
• SOSL search
• Find contacts by email
• Find accounts by name
• Search/get tasks
• Get notes
• Find events
• Find/create/update cases
• Create events
• Get/delete/upsert sObjects
• Create/update contacts, accounts, leads, opportunities
• Associate opportunities with contacts
• Create tasks and notes

Examples

Example 1: Salesforce - SOQL Query

Run a SOQL query using OAuth token or apiKey override.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-soql-001",
  "nodeParams": {
    "action": "soql_query",
    "params": {
      "soql": "SELECT Id, Name, Email FROM Contact WHERE Email LIKE '[e-mail]' LIMIT 5",
      "apiKey": "SF_ACCESS_TOKEN",
      "instanceUrl": "https://your-instance.my.salesforce.com"
    }
  }
}

Example 2: Salesforce - SOQL Query (Paginated)

Run a SOQL query and auto-follow nextRecordsUrl up to pageLimit.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-soql-paginated-001",
  "nodeParams": {
    "action": "soql_query_paginated",
    "params": {
      "soql": "SELECT Id, Name FROM Account WHERE Name LIKE 'A%'",
      "pageLimit": 5
    }
  }
}

Example 3: Salesforce - SOQL QueryAll

Run a SOQL query using /queryAll to include archived/deleted as applicable.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-soql-all-001",
  "nodeParams": {
    "action": "soql_query_all",
    "params": {
      "soql": "SELECT Id, IsDeleted, Name FROM Account WHERE IsDeleted = true LIMIT 5"
    }
  }
}

Example 4: Salesforce - SOSL Search

Run a SOSL FIND query across objects.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-sosl-001",
  "nodeParams": {
    "action": "sosl_search",
    "params": {
      "search": "FIND 'Acme*' IN ALL FIELDS RETURNING Account(Id,Name), Contact(Id,FirstName,LastName)"
    }
  }
}

Example 5: Salesforce - Find Contact by Email

Helper to search Contact by exact email.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-find-contact-001",
  "nodeParams": {
    "action": "find_contact_by_email",
    "params": {
      "email": "[e-mail]"
    }
  }
}

Example 6: Salesforce - Find Account by Name

Helper to search Account by name (LIKE %name%).

{
  "automationType": "salesforce",
  "nodeId": "salesforce-find-account-001",
  "nodeParams": {
    "action": "find_account_by_name",
    "params": {
      "name": "Acme"
    }
  }
}

Example 7: Salesforce - Search Tasks (SOSL)

Search tasks by text using SOSL.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-search-tasks-001",
  "nodeParams": {
    "action": "search_tasks",
    "params": {
      "search": "Follow*"
    }
  }
}

Example 8: Salesforce - Get Tasks

List tasks by filters (WhoId/WhatId/Status/SubjectLike).

{
  "automationType": "salesforce",
  "nodeId": "salesforce-get-tasks-001",
  "nodeParams": {
    "action": "get_tasks",
    "params": {
      "Status": "Not Started",
      "SubjectLike": "Follow",
      "limit": 25
    }
  }
}

Example 9: Salesforce - Get Notes

List Notes for a given ParentId.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-get-notes-001",
  "nodeParams": {
    "action": "get_notes",
    "params": {
      "ParentId": "003xx000004T123AAC",
      "limit": 20
    }
  }
}

Example 10: Salesforce - Find Events

Find Events by WhoId/WhatId/SubjectLike/time window.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-find-events-001",
  "nodeParams": {
    "action": "find_events",
    "params": {
      "SubjectLike": "Follow",
      "start": "2025-10-01T00:00:00.000Z",
      "end": "2025-11-01T00:00:00.000Z",
      "limit": 25
    }
  }
}

Example 11: Salesforce - Find Cases

Find Cases by AccountId/ContactId/Status/SubjectLike.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-find-cases-001",
  "nodeParams": {
    "action": "find_cases",
    "params": {
      "Status": "New",
      "SubjectLike": "Support",
      "limit": 25
    }
  }
}

Example 12: Salesforce - Create Case

Create a Case record.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-case-001",
  "nodeParams": {
    "action": "create_case",
    "params": {
      "Subject": "Support needed",
      "Origin": "Phone"
    }
  }
}

Example 13: Salesforce - Update Case

Update a Case record.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-update-case-001",
  "nodeParams": {
    "action": "update_case",
    "params": {
      "id": "500xx000002X123AAC",
      "Status": "Working",
      "Priority": "High"
    }
  }
}

Example 14: Salesforce - Create Event

Create an Event (calendar activity).

{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-event-001",
  "nodeParams": {
    "action": "create_event",
    "params": {
      "Subject": "Follow-up Meeting",
      "StartDateTime": "2025-11-01T10:00:00.000Z",
      "EndDateTime": "2025-11-01T10:30:00.000Z",
      "WhoId": "003xx000004T123AAC"
    }
  }
}

Example 15: Salesforce - Get sObject

Retrieve a record by sObject API name and Id.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-get-sobject-001",
  "nodeParams": {
    "action": "get_sobject",
    "params": {
      "sobject": "Account",
      "id": "001xx000003F123AAC"
    }
  }
}

Example 16: Salesforce - Delete sObject

Delete a record by sObject API name and Id.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-delete-sobject-001",
  "nodeParams": {
    "action": "delete_sobject",
    "params": {
      "sobject": "Contact",
      "id": "003xx000004T123AAC"
    }
  }
}

Example 17: Salesforce - Upsert sObject by External ID

PATCH via externalIdField/externalIdValue.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-upsert-sobject-001",
  "nodeParams": {
    "action": "upsert_sobject",
    "params": {
      "sobject": "Contact",
      "externalIdField": "External_Id__c",
      "externalIdValue": "C-12345",
      "fields": {
        "FirstName": "Jane",
        "LastName": "Doe",
        "Email": "[e-mail]"
      }
    }
  }
}

Example 18: Salesforce - Upsert Lead by Email

Create or update a Lead by email with explicit required fields.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-upsert-lead-001",
  "nodeParams": {
    "action": "upsert_lead_by_email",
    "params": {
      "email": "[e-mail]",
      "Company": "Example Corp",
      "LastName": "Doe",
      "FirstName": "John"
    }
  }
}

Example 19: Salesforce - Create Opportunity

Create an Opportunity and optionally associate a primary Contact.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-opp-001",
  "nodeParams": {
    "action": "create_opportunity",
    "params": {
      "Name": "API Demo",
      "StageName": "Prospecting",
      "CloseDate": "2025-10-31",
      "associations": {
        "contactId": "003xx000004T123AAC"
      }
    }
  }
}

Example 20: Salesforce - Associate Opportunity with Contact

Create an OpportunityContactRole (primary by default).

{
  "automationType": "salesforce",
  "nodeId": "salesforce-assoc-opp-contact-001",
  "nodeParams": {
    "action": "associate_opportunity_contact",
    "params": {
      "opportunityId": "006xx000003G123AAC",
      "contactId": "003xx000004T123AAC",
      "isPrimary": true
    }
  }
}

Example 21: Salesforce - Create Contact

Create a Contact record.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-contact-001",
  "nodeParams": {
    "action": "create_contact",
    "params": {
      "LastName": "Doe",
      "FirstName": "Jane",
      "Email": "[e-mail]"
    }
  }
}

Example 22: Salesforce - Update Contact

Update an existing Contact.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-update-contact-001",
  "nodeParams": {
    "action": "update_contact",
    "params": {
      "id": "003xx000004T123AAC",
      "Phone": "[phone]"
    }
  }
}

Example 23: Salesforce - Create Account

Create an Account record.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-account-001",
  "nodeParams": {
    "action": "create_account",
    "params": {
      "Name": "Acme Corporation"
    }
  }
}

Example 24: Salesforce - Update Account

Update an Account record by Id.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-update-account-001",
  "nodeParams": {
    "action": "update_account",
    "params": {
      "id": "001xx000003F123AAC",
      "Industry": "Technology"
    }
  }
}

Example 25: Salesforce - Create Task

Create a Task record related to another record (e.g., Contact).

{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-task-001",
  "nodeParams": {
    "action": "create_task",
    "params": {
      "Subject": "Follow up",
      "WhoId": "003xx000004T123AAC",
      "Status": "Not Started"
    }
  }
}

Example 26: Salesforce - Create Note

Create a Note associated to a parent record.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-note-001",
  "nodeParams": {
    "action": "create_note",
    "params": {
      "ParentId": "003xx000004T123AAC",
      "Title": "Call Notes",
      "Body": "Spoke with customer."
    }
  }
}

Example 27: Salesforce - Create sObject

Generic sObject create for flexibility.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-sobject-001",
  "nodeParams": {
    "action": "create_sobject",
    "params": {
      "sobject": "Case",
      "fields": {
        "Subject": "API Created Case",
        "Status": "New"
      }
    }
  }
}

Example 28: Salesforce - Update sObject

Generic sObject update by API name and Id.

{
  "automationType": "salesforce",
  "nodeId": "salesforce-update-sobject-001",
  "nodeParams": {
    "action": "update_sobject",
    "params": {
      "sobject": "Case",
      "id": "500xx000002X123AAC",
      "fields": {
        "Priority": "High"
      }
    }
  }
}

Third-Party Documentation

• https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_what_is_rest_api.htm
• https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/