Initiative CRM, Salesforce Integrations

Initiative CRM
Salesforce
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Triggers

Initiative CRM

Watch Records

Triggers when a record is created or updated.

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

Initiative CRM

Create a Record

Creates a new record.

Initiative CRM

Delete a Record

Deletes a record.

Initiative CRM

Get a Record

Return the data of a specified record of selected module.

Initiative CRM

Make an API Call

Performs an arbitrary authorized API call.

Initiative CRM

Update a Record

Updates an existing record.

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.

Searches

Initiative CRM

Search Records

Retrieves the records of the selected module that match the specified criteria.

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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