Integrate Salesforce

Provide your users with in-app integration with Salesforce

Salesforce

Salesforce CRM automates the sales process with an array of cloud-based tools.

Connector Methods

Leads
Feature	Description	Type
List Leads By Email	Lists leads with the specified email address.	Action
Get Lead	Gets a lead by ID.	Action
Update Lead	Updates an existing lead.	Action
Delete Lead	Deletes a lead.	Action
List Leads	Lists all leads.	Action
List Updated Leads	Lists leads updated since the last run.	Action
List New Leads	Lists leads created since the last run.	Action
Upsert Lead	Creates a new lead or updates an existing lead based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup	Action
Create Lead	Creates a new lead.	Action

Contacts
Feature	Description	Type
List Contacts	Lists all contacts.	Action
Get Contact(s) By Email	Gets the contact(s) with the specified email address.	Action
Update Contact	Updates a contact's details.	Action
Delete Contact	Deletes a contact.	Action
Get Contact ID	Gets the Contact ID associated with the specified email address.	Action
Contact Exists For Email Address	Checks whether any contacts exist for the specified email address.	Action
Contact Exists For ID	Checks if a contact exists with the specified ID.	Action
Get Contact By ID	Gets the contact with the specified ID.	Action
Get Contact(s) By Mobile Number	Gets the contact(s) with the specified mobile number.	Action
Upsert Contact	Creates a new contact or updates an existing contact based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup	Action
List New Contacts	Lists contacts created since the last run.	Action
List Updated Contacts	Lists contacts updated since the last run.	Action
Create Contact	Creates a new contact.	Action

Campaigns
Feature	Description	Type
List Campaigns	Lists campaigns.	Action
Get Campaign By ID	Gets a campaign by ID.	Action
If Exists: Campaign	Gets a campaign by ID and returns along a true path if it exists.	Action
List Updated Campaigns	Lists campaigns updated since the last run.	Action
List New Campaigns	Lists campaigns created since the last run.	Action
Delete Campaign	Deletes a campaign.	Action
Update Campaign	Updates a campaign.	Action
Get Campaign By Name	Gets a campaign by name.	Action
Upsert Campaign	Creates a new campaign or updates an existing campaign based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup	Action
Create Campaign	Creates a campaign.	Action

Opportunities
Feature	Description	Type
Update Opportunity	Updates information about an opportunity which would represent a sale or pending deal.	Action
Delete Opportunity	Deletes an opportunity.	Action
Get Opportunity	Gets an opportunity by ID.	Action
List New Opportunities	Lists the opportunities created since the last run.	Action
List Opportunity Stages	Lists the possible stages for an opportunity in Salesforce.	Action
List Opportunities	Lists all opportunities.	Action
List Updated Opportunities	Lists the opportunities updated since the last run.	Action
Upsert Opportunity	Creates a new opportunity or updates an existing opportunity based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup	Action
Create Opportunity	Creates an opportunity.	Action

Events
Feature	Description	Type
Update Event	Updates an existing event.	Action
Delete Event	Deletes an event.	Action
Get Event	Gets an event by ID.	Action
List New Events	Lists events created since the last run.	Action
List Events	Lists events from this Salesforce account.	Action
List Updated Events	Lists events updated since the last run.	Action
Create Event	Creates a new event.	Action

Cases
Feature	Description	Type
Update Case	Updates a case.	Action
Delete Case	Deletes a case.	Action
Get Case	Gets a case by ID.	Action
List New Cases	Lists cases created since the last run.	Action
List Updated Cases	Lists cases updated since the last run.	Action
List Cases	Lists all cases.	Action
Upsert Case	Creates a new case or updates an existing case based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup	Action
Create Case	Creates a new case which represents a customer issue or problem.	Action

Accounts
Feature	Description	Type
Get Account	Gets an account by ID.	Action
Update Account	Updates an account. An account represents an organization or person involved with your business such as customers, competitors, and partners.	Action
List Accounts By PersonEmail	Lists accounts by PersonEmail. This call will fail if Person Account types are not setup.	Action
List Accounts By Custom Field	Lists accounts by a custom field, where equals .	Action
Upsert Account	Creates a new account or updates an existing account based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup	Action
Delete Account	Deletes an account.	Action
List New Accounts	Lists accounts created since the last run.	Action
List Accounts	Lists accounts from Salesforce.	Action
List Updated Accounts	Lists accounts updated since the last run.	Action
Create Account	Creates a new account. An account represents an organization or person involved with your business such as customers, competitors, and partners.	Action

Tasks
Feature	Description	Type
Update Task	Updates a task.	Action
Delete Task	Deletes a task.	Action
Get Task	Gets a task by ID.	Action
List New Tasks	Lists tasks created since the last run.	Action
List Tasks	Lists all tasks.	Action
List Updated Tasks	Lists tasks updated since the last run.	Action
List Task Statuses	Lists the options for task statuses.	Action
List Task Priorities	Lists the options for task priorities.	Action
Create Task	Creates a new task.	Action

Campaign Members
Feature	Description	Type
List Campaign Members	Lists campaign members.	Action
Delete Campaign Member	Deletes a campaign member.	Action
Update Campaign Member	Updates a campaign member.	Action
Get Campaign Member	Gets a campaign member by ID.	Action
Upsert Campaign Member	Creates a new campaign member or updates an existing campaign member based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup	Action
Create Campaign Member	Creates a new campaign member.	Action

Campaign Member Status
Feature	Description	Type
List Campaign Member Statuses	Lists campaign member statuses.	Action
Update Campaign Member Status	Updates a campaign member status. Only allows for the order of the status to be changed in the picklist.	Action
Delete Campaign Member Status	Deletes a campaign member status.	Action
Create Campaign Member Status	Creates a campaign member status.	Action

Notes
Feature	Description	Type
Update Note	Updates a note.	Action
Delete Note	Deletes a note.	Action
Get Note	Gets a note by ID.	Action
List New Notes	Lists notes created since the last run.	Action
List Updated Notes	Lists notes updated since the last run.	Action
List Notes	Lists notes from this Salesforce account.	Action
Create Note	Creates a new note.	Action

Opportunity Contact Roles
Feature	Description	Type
Update Opportunity Role	Updates an opportunity contact role.	Action
Delete Opportunity Role	Deletes an opportunity contact role.	Action
Get Opportunity Role	Gets an opportunity contact role by ID.	Action
List Roles By Opportunity	Lists opportunity contact roles for a specified opportunity.	Action
Get Primary Opportunity Role	Gets the primary contact role for an opportunity. If no primary contact role is set, returns the first contact role if any were found.	Action
List New Opportunity Roles	Lists opportunity contact roles created since the last run.	Action
List Updated Opportunity Roles	Lists opportunity contact roles updated since the last run.	Action
List Opportunity Roles	Lists opportunity contact roles.	Action
Add Contact To Opportunity	Adds an existing contact to an opportunity.	Action
Create Opportunity Role	Creates a new opportunity contact role.	Action

Attachments
Feature	Description	Type
Update Attachment	Updates an attachment.	Action
Get Attachment	Gets an attachment by ID.	Action
Delete Attachment	Deletes an attachment.	Action
List Attachments	Lists attachments from this Salesforce account.	Action
List New Attachments	Lists attachments created since the last run.	Action
List Updated Attachments	Lists attachments updated since the last run.	Action
Create Attachment	Creates a new attachment.	Action

Custom Objects
Feature	Description	Type
Get All Objects	Gets all items in objects within Salesforce.	Action
Get New Objects	Gets the new objects added to Salesforce since the last time the process was run in this workflow.	Action
Get Updated Objects	Gets user updated objected added to Salesforce since the last time the process was run in this workflow.	Action
Update Object	Updates an object.	Action
List Object Fields	Lists the object fields.	Action
Get Single Object	Gets a single object from Salesforce, where equals . If multiple matching objects are found, only the first is returned.	Action
Upsert Object	Creates a new object or updates an existing object based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup	Action
Create Object	Creates a new object.	Action
Delete Object	Deletes an object.	Action
Describe Object	Completely describes the individual metadata at all levels for the object.	Action
List Objects in Salesforce Account	Gets all objects within Salesforce.	Action

Opportunity Line Items
Feature	Description	Type
List Line Items	Lists opportunity line items.	Action
Delete Line Item	Deletes an opportunity line item.	Action
Update Line Item	Updates an opportunity line item.	Action
List New Line Items	Lists opportunity line items created since the last run.	Action
List Updated Line Items	Lists opportunity line items updated since the last run.	Action
Get Line Item	Get line item for an opportunity by ID.	Action
Create Line Item	Creates a new opportunity line item.	Action

Pricebooks
Feature	Description	Type
Get Pricebook Entry	Gets a pricebook entry.	Action
List Pricebooks	Lists all pricebooks.	Action
List Pricebook Entries	Lists entries to a specified pricebook.	Action

Users
Feature	Description	Type
Get User	Gets a user by ID.	Action
List Users	Lists all users.	Action
Get Self	Gets the current user's profile information.	Action

User Roles
Feature	Description	Type
Get User Role	Gets a user role by ID.	Action
Delete User Role	Deletes a user role.	Action
Update User Role	Updates an existing user role.	Action
List User Roles	Lists all user roles.	Action
Create User Role	Creates a new user role.	Action

Enhanced Notes
Feature	Description	Type
Create Enhanced Note	Creates an "enhanced" note as displayed by the "Notes" Related List in Salesforce.	Action

Documents
Feature	Description	Type
Get Content Version	Retrieve the content version ID of a given content document.	Action
Get Content Document Data (CSV)	Return the contents of a CSV content document.	Action
List Content Documents	Retrieve a list of all content documents.	Action

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Integrate Salesforce

Provide your users with in-app integration with Salesforce

Salesforce

Connector Methods

Leads

Contacts

Campaigns

Opportunities

Events

Cases

Accounts

Tasks

Campaign Members

Campaign Member Status

Notes

Opportunity Contact Roles

Attachments

Custom Objects

Opportunity Line Items

Pricebooks

Users

User Roles

Enhanced Notes

Documents