Onna and Salesforce integrations and automations

Seamlessly connect Onna 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…

Onna
  • Create Custom Field
    Create Custom Field in Onna platform API
  • Create File
    Create File in Onna platform API
  • Create Folder
    Create Folder in Onna platform API
  • Create Ticket
    Create Ticket in Onna platform API
  • Create Workspace
    Create Workspace in Onna platform API
  • Current User
    Current User in Onna platform API
  • Delete File
    Delete File in Onna platform API
  • Delete Folder
    Delete Folder in Onna platform API
  • Delete Ticket
    Delete Ticket in Onna platform API
  • Delete Workspace
    Delete Workspace in Onna platform API
  • Retrieve Folder Info
    Retrieve Folder Info in Onna platform API
  • Head Resource File Resumable Upload
    Head Resource File Resumable Upload in Onna platform API
  • Health Check
    Health Check in Onna platform API
  • List Custom Fields
    List Custom Fields in Onna platform API
  • List Workspace Custom Fields
    List Workspace Custom Fields in Onna platform API
  • List Workspaces
    List Workspaces in Onna platform API
  • Login
    Login in Onna platform API
  • Options Resource File
    Options Resource File in Onna platform API
  • Resume Resource File Upload
    Resume Resource File Upload in Onna platform API
  • Create Resource File Resumable Upload
    Create Resource File Resumable Upload in Onna platform API
  • Create Resource File Single Request
    Create Resource File Single Request in Onna platform API
  • Read Workspace Custom Value
    Read Workspace Custom Value in Onna platform API
  • Read File
    Read File in Onna platform API
  • Read Ticket
    Read Ticket in Onna platform API
  • Retrieve Workspace Info
    Retrieve Workspace Info in Onna platform API
  • Enable Workspace Custom Field
    Enable Workspace Custom Field in Onna platform API
  • Update Folder
    Update Folder in Onna platform API
  • Update Workspace
    Update Workspace in Onna platform API
  • Update Workspace Custom Value
    Update Workspace Custom Value in Onna platform 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

One platform

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  • Speed
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