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Actions

add_contact_to_campaignAdd a contact to a campaign.

add_file_to_recordUploads a file and attaches it to an existing record.

add_lead_to_campaignAdds an existing lead to an existing campaign.

create_attachmentCreates a legacy Attachment record. Salesforce recommends using "Add File to Record" for modern apps.

create_caseCreates a Case, which represents a customer issue or problem.

create_contactCreates a new contact record.

create_leadCreates a new lead.

create_noteCreates a note and attaches it to a record.

create_opportunityCreates a new opportunity.

create_recordCreate a record of a given object.

create_taskCreates a new task.

custom_api_callMake a custom API call to a specific endpoint

delete_opportunityDeletes an opportunity.

delete_recordDeletes an existing record in an object.

find_child_recordsFinds child records related to a parent record.

find_recordFinds a record by a field value.

find_records_by_queryFinds records in an object using a SOQL WHERE clause.

get_record_attachmentsGet all attachments (both classic and modern Files) for a record.

run_queryRun a salesforce query

run_reportExecute a Salesforce analytics report.

send_emailSends an email to a Contact or Lead by creating an EmailMessage record.

update_contactUpdate an existing contact.

update_leadUpdate an existing lead.

update_recordUpdates an existing record.

upsert_by_external_idBatch upsert a record by external id

upsert_by_external_id_bulkBulk upsert a record by external id

Triggers

new_case_attachmentFires when a new Attachment or File is added to any Case record.

new_contactFires when a new Contact record is created in Salesforce.

new_field_history_eventFires when a tracked field is updated on a specified object.

new_leadFires when a new Lead record is created in Salesforce.

new_or_updated_recordTriggers when there is new or updated record

new_outbound_messageFires when a new outbound message is received from Salesforce.

new_recordTriggers when there is new record

new_updated_fileFires when a file (ContentDocument) is created or updated. Does not fire for classic Attachments or Notes.

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