DuoCircle and Salesforce integrations and automations

Seamlessly connect DuoCircle 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…

DuoCircle
  • Remove a Delegated Service Access account
    Remove a Delegated Service Access account in Duo circle customer API
  • Delete destination email service action.
    Delete destination email service action. in Duo circle customer API
  • Delete filter rule.
    Delete filter rule. in Duo circle customer API
  • Delete service's Recipients action.
    Delete service's Recipients action. in Duo circle customer API
  • Delete service's user's alias.
    Delete service's user's alias. in Duo circle customer API
  • Delete service's user's forward destination.
    Delete service's user's forward destination. in Duo circle customer API
  • Return account details.
    Return account details. in Duo circle customer API
  • Get a list of all Delegated Service Access accounts
    Get a list of all Delegated Service Access accounts in Duo circle customer API
  • Retrieve a Delegated Service Access account by username (email address)
    Retrieve a Delegated Service Access account by username (email address) in Duo circle customer API
  • Return services list.
    Return services list. in Duo circle customer API
  • Return service details.
    Return service details. in Duo circle customer API
  • Return service destinations list.
    Return service destinations list. in Duo circle customer API
  • Return service's filter list.
    Return service's filter list. in Duo circle customer API
  • Return service's filter detail by id.
    Return service's filter detail by id. in Duo circle customer API
  • Return service forward list.
    Return service forward list. in Duo circle customer API
  • Get recipient details.
    Get recipient details. in Duo circle customer API
  • Get a list of the user's aliases
    Get a list of the user's aliases in Duo circle customer API
  • Get service's user forward destination list.
    Get service's user forward destination list. in Duo circle customer API
  • Return service settings object.
    Return service settings object. in Duo circle customer API
  • Update recipient address
    Update recipient address in Duo circle customer API
  • Update service's user's forward destination status action.
    Update service's user's forward destination status action. in Duo circle customer API
  • Verify service's user's forward destination.
    Verify service's user's forward destination. in Duo circle customer API
  • Configure email service.
    Configure email service. in Duo circle customer API
  • Add a Delegated Service Access account
    Add a Delegated Service Access account in Duo circle customer API
  • Add destination email service action.
    Add destination email service action. in Duo circle customer API
  • Add service's filter rule.
    Add service's filter rule. in Duo circle customer API
  • Add service user action.
    Add service user action. in Duo circle customer API
  • Add service's user's alias.
    Add service's user's alias. in Duo circle customer API
  • Add service's user forward destination.
    Add service's user forward destination. in Duo circle customer API
  • Update a Delegated Service Access account
    Update a Delegated Service Access account in Duo circle customer API
  • Update service's filter rule.
    Update service's filter rule. in Duo circle customer API

    • 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

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