Do everything in one place

Customize your On-prem files and Salesforce integration with the following triggers and actions.

Triggers

When this happens…

On-prem files
  • New CSV file in folder Batch
    New CSV file in on-prem folder
  • New lines in CSV file Batch
    New batch of lines in on-prem CSV file
  • New line in CSV file
    New line in on-prem CSV file
  • New file in folder
    New file in on-prem folder
  • Any other trigger you can think up

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 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…

On-prem files
  • Append line to CSV file
    Append a line to an on-prem CSV file
  • Create folder
    Create a new folder in a specified on-prem folder
  • Delete file
    Delete a file in an on-prem folder
  • Delete folder
    Deletes an on-prem folder
  • Download file
    Download an on-prem file
  • Generate on-prem file URL
    Generate an on-prem file URL to be used in other connectors.
  • List files in folder Batch
    List all files in an on-prem folder
  • Move file
    Move an on-prem file to a different folder
  • Rename file
    Rename an on-prem file
  • Upload file (Legacy)
    Upload a new file to an on-prem folder
  • Upload file
    Upload a new file to an on-prem folder
  • 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
  • Reject record in approval process
    Reject a record in approval process in Salesforce
  • Retry bulk job for failed records from CSV file
    Retry objects 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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