-
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.
Jumpstart your integration with 100+ pre-built recipe templates
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 recordNew record in Salesforce
-
New platform eventNew event in Salesforce
-
Scheduled record search using SOQLScheduled record search using SOQL query in Salesforce
-
New recordsNew records in Salesforce
-
New/updated recordsNew/updated records in Salesforce
-
Threshold met for new records createdThreshold met for new records created in Salesforce
-
Deleted recordRecord deleted in Salesforce
-
New/updated recordNew/updated record in Salesforce
- Show all 8
Actions
Do this…
Salesforce
-
Custom actionCustom action in Salesforce (Custom)
-
Approve record in approval processApprove a record in approval process in Salesforce
-
Create records in batchesCreate records in batches in Salesforce
-
Update records in batchesUpdate records in batches in Salesforce
-
Create recordCreate record in Salesforce
-
Publish platform eventPublish platform event in Salesforce
-
Delete recordDelete record in Salesforce
-
Download attachmentDownload attachment from Salesforce
-
Download fileDownload file from Salesforce
-
Get record detailsGet details of specific record in Salesforce
-
Get document by IDGet document by ID in Salesforce
-
Get list of related recordsGet list of related records in Salesforce
-
Get report by IDGet report by ID in Salesforce
-
Create records in bulk from CSV fileCreate 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 reportsList reports in Salesforce
-
Reject record in approval processReject a record in approval process in Salesforce
-
Retry bulk job for failed records from CSV fileRetry objects bulk job in Salesforce from CSV file
-
Search recordsSearch for records in Salesforce
-
Search records using SOQLSearch records using SOQL query in Salesforce
-
Search records in bulk using SOQLSearch records in bulk using SOQL query in Salesforce
-
Submit record for approvalSubmit a record for approval in Salesforce
-
Update records in bulk from CSV fileUpdate 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 recordUpdate record in Salesforce
-
Upload fileUpload file to Salesforce
-
Upsert records in bulk from CSV fileUpsert 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 recordUpsert record in Salesforce
- Show all 29
Integrate with 1000+ apps
Why Workato?
Automate your business workflows with intelligent automation.

Rated #1 in Customer Experience and Innovation

-
1000s of ready-to-use recipesDiscover 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 automationCombine the power of AI, bots to automate workflows that require human like decision making and problem solving skills.
-
Do it yourself, fasterNo 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.