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Customize your Salesforce Pardot and Workbot for Microsoft Teams integration with the following
triggers and actions.
Triggers
When this happens…
Salesforce Pardot
- New objectNew object in Pardot
- New/updated objectNew/updated object in Pardot
Any other trigger you can think up
Workbot for Microsoft Teams
- New command Real-timeNew command to Workbot for Teams
- New help message trigger Real-timeNew help message to Workbot
- New real-time event Real-timeReal-time event in Microsoft Teams
Any other trigger you can think up
Actions
Do this…
Salesforce Pardot
- Create objectCreate object in Pardot
- Custom actionCustom action in Pardot
- Get object detailsGet object details in Pardot
- Search objectsSearch objects in Pardot
- Update objectUpdate object in Pardot
Any other action you can think up
Workbot for Microsoft Teams
- Custom actionCustom action in Workbot for Microsoft Teams (Custom)
- Delete messageDelete message in Microsoft Teams
- Get user info by principal name or user IDGet user info by principal name or user ID
- Response to real-time eventResponse to real-time event in Microsoft Teams
- Post messagePost message to user as Workbot
- Post replyPost reply to user as Workbot
- Post message (old version)Post message as Teams Workbot
- Post reply (old version)Post reply as Teams Workbot
- Post simple messagePost simple message as Teams Workbot
- Post simple replyPost simple reply as Teams Workbot
Any other action you can think up
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