Salesforce

Sales & Marketing

CRM, sales ops, customer data

Triggers

Actions

Integrate Salesforce with your AI Workflows

Automate CRM processes: leads, opportunities, accounts, and cases.

What you can automate

Events that trigger workflows and actions your AI agents can perform

Create Lead

Add a new lead.

Automated execution

Update Lead

Modify lead details.

Automated execution

List Leads

Retrieve all leads.

Automated execution

Create Opportunity

Create a new sales opportunity.

Automated execution

Update Opportunity

Modify details or stage.

Automated execution

List Opportunities

Retrieve all opportunities.

Automated execution

Create Account

Add a new account.

Automated execution

Update Account

Modify account details.

Automated execution

List Accounts

Retrieve all accounts.

Automated execution

Create Contact

Add a new contact.

Automated execution

List Contacts

Retrieve all contacts.

Automated execution

Create Case

Create a support case.

Automated execution

List Cases

Retrieve all cases.

Automated execution

Run SOQL Query

Execute custom SOQL query.

Automated execution

Get User Info

Retrieve user information.

Automated execution

New Lead Created

Fires when a new lead is added.

Real-time trigger

Opportunity Updated

Fires when a sales opportunity changes stage.

Real-time trigger

Case Escalated

Fires when a case is escalated.

Real-time trigger

Account Modified

Fires when an account record is modified.

Real-time trigger

Contact Created

Fires when a new contact is added.

Real-time trigger

API Endpoints

Available API endpoints and methods

API Endpoints (15)

GET/services/data/v{version}/sobjects/Lead

List all leads

POST/services/data/v{version}/sobjects/Lead

Create a new lead

PATCH/services/data/v{version}/sobjects/Lead/{id}

Update lead details

GET/services/data/v{version}/sobjects/Opportunity

List all opportunities

POST/services/data/v{version}/sobjects/Opportunity

Create an opportunity

PATCH/services/data/v{version}/sobjects/Opportunity/{id}

Update opportunity

GET/services/data/v{version}/sobjects/Account

List all accounts

POST/services/data/v{version}/sobjects/Account

Create an account

PATCH/services/data/v{version}/sobjects/Account/{id}

Update account details

GET/services/data/v{version}/sobjects/Contact

List all contacts

POST/services/data/v{version}/sobjects/Contact

Create a contact

GET/services/data/v{version}/sobjects/Case

List all cases

POST/services/data/v{version}/sobjects/Case

Create a case

GET/services/data/v{version}/query

Execute SOQL query

GET/services/oauth2/userinfo

Get user information

Authentication Required

This integration requires authentication with Salesforce. Atlastix will securely handle the OAuth flow when you connect your account.

Ready to get started?

Connect Salesforce to your Atlastix workspace in just a few clicks.