Salesforce, BlueLink Integrations

BlueLink
Salesforce
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What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Salesforce

Watch Jobs

Triggers when a bulk data job is created.

Salesforce

Watch Records

Triggers when a record is created or updated in an object.

Actions

Salesforce

Complete/Abort a Job

Completes or aborts a job.

Salesforce

Create a Job

Creates a new bulk data job.

Salesforce

Create a Record

Creates a new record in an object.

Salesforce

Delete a Record

Deletes a record.

Salesforce

Download an Attachment/Document

Downloads an attachment or a document.

Salesforce

Get a Record

Gets a specified record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Salesforce

Post a Message to a Chatter Feed

Posts a message to a chatter feed.

Salesforce

Update a Record

Updates an existing record in an object.

Salesforce

Upsert a Record

Upserts a record.

BlueLink

Create Address Object

Helper function to create an address object

BlueLink

Create Applicants Object

Helper function to create an applicant object

BlueLink

Create Case Note

Create Case Note for Quote

BlueLink

Create Committed Monthly Expenditure Object

Helper function to create an committed monthly expenditure object

BlueLink

Create Fund Object

Helper function to create an fund object

BlueLink

Create Income Object

Helper function to create an fund object

BlueLink

Create Occupant

Helper function to create an Occupant object

BlueLink

Get Document

Get Document

BlueLink

Get documents metadata from quote

Get the metadata from all documents of a quote

BlueLink

Request DIP

Request a Decision in Principle on a quote

BlueLink

Save Experian Open Banking Payload

Save Experian Open Banking Payload

BlueLink

Save UK Quote

Create or Update quotes in BlueLink

BlueLink

Submit Application

Submit application selecting a product

Searches

Salesforce

List Jobs

Retrieves all bulk data jobs in the organization.

Salesforce

List/Search Records

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Search Records

Searches for records in an object using SOSL query.

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