Air and Salesforce integrations and automations

Seamlessly connect Air and Salesforce. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Salesforce
  • Monitor changes in a record Real-time
    Monitor changes in a record in Salesforce
  • New record
    New record in Salesforce
  • New record Real-time
    New record in Salesforce
  • New Outbound message Real-time
    New Outbound message in Salesforce
  • New platform event Real-time
    New platform event in Salesforce
  • New PushTopic event Real-time
    New PushTopic event in Salesforce
  • Export new records
    Export new records in Salesforce
  • Export new/updated records
    Export new/updated records in Salesforce
  • Scheduled record search using SOQL query WHERE clause Batch
    Scheduled record search using SOQL query WHERE clause in Salesforce
  • Scheduled records search using SOQL query Batch
    Scheduled records search using SOQL query in Salesforce
  • New records Batch
    New records in Salesforce
  • New/updated records Batch
    New/updated records in Salesforce
  • Threshold met for new records created Batch
    Threshold met for new records created in Salesforce
  • Deleted record
    Record deleted in Salesforce
  • New/updated record
    New/updated record in Salesforce
  • New/updated record Real-time
    New/updated record in Salesforce

    • Any other trigger you can think up

Actions

Do this…

Air
  • Delete asset
    Delete asset in Air
  • Remove tag from asset version
    Remove tag from asset version in Air
  • Delete board
    Delete board in Air
  • Remove asset from board
    Remove asset from board in Air
  • Remove guest from board
    Remove guest from board in Air
  • Delete custom field
    Delete custom field in Air
  • Delete custom field value
    Delete custom field value in Air
  • Delete library
    Delete library in Air
  • Delete tag
    Delete tag in Air
  • List assets
    List assets in Air
  • Get asset
    Get asset in Air
  • List asset's parent boards
    List asset's parent boards in Air
  • List asset CDN links
    List asset CDN links in Air
  • List asset versions
    List asset versions in Air
  • Get asset version
    Get asset version in Air
  • Get asset version download URL
    Get asset version download URL in Air
  • List boards
    List boards in Air
  • Get board
    Get board in Air
  • List board guests
    List board guests in Air
  • List custom fields
    List custom fields in Air
  • Get custom field
    Get custom field in Air
  • Get import status
    Get import status in Air
  • List libraries
    List libraries in Air
  • Get library
    Get library in Air
  • List roles
    List roles in Air
  • List tags
    List tags in Air
  • Activate or deactivate CDN link
    Activate or deactivate CDN link in Air
  • Update asset version
    Update asset version in Air
  • Update board
    Update board in Air
  • Update board guest role
    Update board guest role in Air
  • Update custom field
    Update custom field in Air
  • Update custom field value
    Update custom field value in Air
  • Update library
    Update library in Air
  • Update tag
    Update tag in Air
  • [Deprecated] Create evergreen CDN link (legacy)
    [Deprecated] Create evergreen CDN link (legacy) in Air
  • Create CDN link
    Create CDN link in Air
  • [Deprecated] Create version-pinned CDN link (legacy)
    [Deprecated] Create version-pinned CDN link (legacy) in Air
  • Add tag to asset version
    Add tag to asset version in Air
  • Create board
    Create board in Air
  • Add assets to board
    Add assets to board in Air
  • Add guest to board
    Add guest to board in Air
  • Complete multipart upload
    Complete multipart upload in Air
  • Create custom field
    Create custom field in Air
  • Add custom field value
    Add custom field value in Air
  • Import asset from URL
    Import asset from URL in Air
  • Create library
    Create library in Air
  • Create tag
    Create tag in Air
  • Upload asset
    Upload asset in Air
  • Get multipart upload part URL
    Get multipart upload part URL in Air
  • Set custom field value on asset
    Set custom field value on asset in Air
  • Set custom field value on board
    Set custom field value on board in Air

    • Any other action you can think up

Salesforce
  • Custom action
    Custom action in Salesforce (Custom)
  • Approve record in approval process
    Approve a record in approval process in Salesforce
  • Create records in batches Batch
    Create records in batches in Salesforce
  • Update records in batches Batch
    Update records in batches in Salesforce
  • Create record
    Create record in Salesforce
  • Publish platform event
    Publish platform event in Salesforce
  • Delete record
    Delete record in Salesforce
  • Download attachment
    Download attachment from Salesforce
  • Download file
    Download file from Salesforce
  • Get record details by ID
    Get details of specific record in Salesforce
  • Get related list by parent record ID Batch
    Get list of related records in Salesforce
  • Get report by ID
    Get report details in Salesforce
  • Get object schema
    Get object schema in Salesforce
  • Create records in bulk from CSV file
    Create records in bulk in Salesforce from CSV file
  • Create records in bulk from CSV file (API 1.0)
    Create records in bulk in Salesforce from CSV file
  • List data category groups Batch
    Retrieve all data category groups in Salesforce
  • Retrieve data category group hierarchy Batch
    Retrieve data category group hierarchy in Salesforce
  • Reject record in approval process
    Reject a record in approval process in Salesforce
  • Retry bulk job for failed records from CSV file
    Retry records bulk job in Salesforce from CSV file
  • Search records Batch
    Search for records in Salesforce
  • Search records using SOQL query WHERE clause Batch
    Search records using SOQL query WHERE clause in Salesforce
  • Search records in bulk using SOQL query (API 1.0)
    Search records in bulk using SOQL query (API 1.0) in Salesforce
  • Search records in bulk using SOQL query (API 2.0)
    Search records in bulk using SOQL query (API 2.0) in Salesforce
  • Search records using SOQL query Batch
    Search for records using SOQL query in Salesforce
  • Submit record for approval
    Submit a record for approval in Salesforce
  • Update records in bulk from CSV file
    Update records in bulk in Salesforce from CSV file
  • Update records in bulk from CSV file (API 1.0)
    Update records in bulk in Salesforce from CSV file
  • Update record
    Update record in Salesforce
  • Upload file
    Upload file to Salesforce
  • Upsert records in bulk from CSV file
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in bulk from CSV file (API 1.0)
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in batches Batch
    Upsert records in batches in Salesforce
  • Upsert record
    Upsert record in Salesforce

    • Any other action you can think up

One platform

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