Salesforce, Customerly Integrations

Customerly
Salesforce
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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

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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.

Customerly

Universal Trigger INSTANT

Triggers when the entity to which you attached the webhook is executed.

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.

Customerly

Add a Tag / Untag

Adds or deletes a user or lead tag.

Customerly

Create / Update a Lead

Creates or updates a lead.

Customerly

Create / Update a User

Creates or updates a user.

Customerly

Delete a Lead

Deletes a lead.

Customerly

Delete a Tag

Deletes a tag.

Customerly

Delete a User

Deletes a user.

Customerly

Get a Lead

Gets a lead.

Customerly

Get a User

Gets a user.

Customerly

Make an API Call

Performs an arbitrary authorized API call.

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.

Customerly

List Leads

Gets all leads.

Customerly

List Tags

Gets all tags.

Customerly

List Users

Gets all users.

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