AITable.ai + Salesforce Integration

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1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Scheduled time reached in AITable.ai
Triggers the automation when a scheduled time is reached
Instant
Record matches conditions in AITable.ai
Triggers the automation when a record meets specified conditions
Instant
Form is submitted in AITable.ai
Triggers the automation when a form is submitted
Instant
Record is created in AITable.ai
Triggers the automation when a new record is created
Instant
Record is created in Salesforce
Triggers the automation when a new record is created
Record is updated in Salesforce
Triggers the automation when any record is updated
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
Lead is created in Salesforce
Triggers the automation when a new lead is created
Lead is updated in Salesforce
Triggers the automation when the lead information is updated
Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
Task is created in Salesforce
Triggers the automation when a new task is created
Task is updated in Salesforce
Triggers the automation when any task is updated
Contact is updated in Salesforce
Triggers the automation when a contact is updated
Contact is created in Salesforce
Triggers the automation when a new contact is created
Account is created in Salesforce
Triggers the automation when a new account is created
Account is updated in Salesforce
Triggers the automation when an account is updated
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
Instant
Case is created in Salesforce
Triggers the automation when a new case is created
Case is updated in Salesforce
Triggers the automation when any case is updated
Quote is created in Salesforce
Triggers the automation when a new quote is created
Quote is updated in Salesforce
Triggers the automation when any quote is updated

Search record in AITable.ai
Automatically searches for a specific record
Delete record in AITable.ai
Automatically deletes a record
Update record in AITable.ai
Automatically updates an existing record
Create record in AITable.ai
Automatically creates a new record
Search record using query in Salesforce
Searches for a record using the query provided by the user
Create record in Salesforce
Generates a new record
Update record in Salesforce
Updates a record with new information
Search record in Salesforce
Searches for a record within a given database
Create lead in Salesforce
Generates new leads for potential customers
Update lead in Salesforce
Updates the lead information
Search lead in Salesforce
Retrieves information for a particular lead
Create contact in Salesforce
Adds a new contact to the database
Update contact in Salesforce
Updates contact information with new details
Search contact in Salesforce
Finds and retrieves contact information
Create opportunity in Salesforce
Creates a new instance of the support system
Update opportunity in Salesforce
Updates the opportunity details as needed
Search opportunity in Salesforce
Searches for a opportunity
Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
Create account in Salesforce
Generates a new account
Search account in Salesforce
Searches for account information
Update account in Salesforce
Updates account information
Create task in Salesforce
Creates a new task
Update task in Salesforce
Updates the task with new information or changes
Search task in Salesforce
Searches for a task
Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
Create case in Salesforce
Generates a new case entry
Update case in Salesforce
Updates case details based on new information received
Search case in Salesforce
Searches for a case record
Get Record by Id in Salesforce
Retrieves a record based on its id
Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
Search quote in Salesforce
Searches for a quote

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You Can Also Connect AITable.ai or Salesforce With 1200+ Other Apps

AITable.ai revolutionizes data management with a seamless database-spreadsheet interface, customizable forms, & AI-powered features like automated chatbots. It offers a user-friendly experience ideal for project management, CRM, and boosting productivity.

See AITable.ai Integrations

Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.

See Salesforce Integrations