Salesforce Integration

Jumpstart your integration with 100+ pre-built recipe templates

  • Automate everything

    Including connecting with 1000+ cloud and on-prem enterprise apps, DBs.

  • Advanced workflows

    With if/then conditions, loops, error handling and advanced data types.

  • IT Approved

    With security, governance, compliance. And scales across the enterprise.

Or, build your own recipe

Customize your Salesforce integration with the following triggers and actions.

What’s a recipe?

Triggers

When this happens…

Salesforce
  • New record
    New record in Salesforce
  • New platform event
    New event in Salesforce
  • Scheduled record search using SOQL
    Scheduled record search using SOQL query in Salesforce
  • New records
    New records in Salesforce
  • New/updated records
    New/updated records in Salesforce
  • Threshold met for new records created
    Threshold met for new records created in Salesforce
  • Deleted record
    Record deleted in Salesforce
  • New/updated record
    New/updated record in Salesforce
  • Show all 8

Actions

Do this…

Salesforce
  • Custom action
    Custom action in Salesforce (Custom)
  • Approve record in approval process
    Approve a record in approval process in Salesforce
  • Create records in bulk
    Create records in bulk in Salesforce
  • Update records in bulk
    Update records in bulk in Salesforce
  • Upsert records in bulk
    Upsert records in bulk 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
    Get details of specific record in Salesforce
  • Get document by ID
    Get document by ID in Salesforce
  • Get list of related records
    Get list of related records in Salesforce
  • Get report by ID
    Get report by ID in Salesforce
  • Create records in bulk from CSV file
    Create records in bulk in Salesforce from CSV file
  • List reports
    List reports 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 objects bulk job in Salesforce from CSV file
  • Search records
    Search for records in Salesforce
  • Search records using SOQL
    Search records using SOQL query in Salesforce
  • Search records in bulk using SOQL
    Search records in bulk 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 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 record
    Upsert record in Salesforce
  • Show all 27

Integrate with 1000+ apps

Why Workato?

Automate your business workflows with intelligent automation.

Rated #1 in Customer Experience and Innovation
Rated #1 in Customer Experience and Innovation
  • 1000s of ready-to-use recipes
    Discover the solution you need from 1000s of pre-built recipes created by professionals like you. Clone, customize, get going in minutes.
  • Accelerate work with intelligent automation
    Combine the power of AI, bots to automate workflows that require human like decision making and problem solving skills.
  • Do it yourself, faster
    No waiting on technical experts. No training. Automate your processes with ease in minutes, not months.
  • Build Bots. Put them to work.
    Create unique conversation-driven automation with Workbot for Slack.