Salesforce, IPEX Helpdesk Integrations

IPEX Helpdesk
Salesforce
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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.

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.

IPEX Helpdesk

Add a Message

Adds a new message (comment) in the ticket.

IPEX Helpdesk

Add an User Tag

Adds a tag into user properties.

IPEX Helpdesk

Add Related Tickets

Adds relation between tickets.

IPEX Helpdesk

Create a Customer

Creates a new customer.

IPEX Helpdesk

Create an Anonymous Ticket

Creates a new anonymous ticket. If the user's email is not registered, the new user account will be created if the ticketing is configured so.

IPEX Helpdesk

Create an User Account

Creates a new user account by administrator.

IPEX Helpdesk

Create a Ticket

Creates a new ticket.

IPEX Helpdesk

Get a Customer

Gets customer details.

IPEX Helpdesk

Get an Operator Group

Gets operator group detail.

IPEX Helpdesk

Get an User Account

Gets user account's detail.

IPEX Helpdesk

Get a Ticket

Returns a ticket detail.

IPEX Helpdesk

Get Fields Description of Customer

Description for customer's fields.

IPEX Helpdesk

Get Fields Description of User Account

Description for user's account fields.

IPEX Helpdesk

Get Track Time Records

Gets report of Track Time Records (required version >= 4.14).

IPEX Helpdesk

Import Customers

Bulk create/update customers. Max bulk size is 500 customers. (required version >= 4.16.0)

IPEX Helpdesk

Import User Accounts

Bulk create/update user accounts/contacts. Max bulk size is 100 user accounts. (required version >= 4.16.0)

IPEX Helpdesk

Update a Customer

Updates a customer data via PATCH method. (required version >= 4.16.0)

IPEX Helpdesk

Update an User Account

Updates user account data via PATCH method. (required version >= 4.16.0)

IPEX Helpdesk

Update a Ticket Workflow

Changes ticket workflow state.

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.

IPEX Helpdesk

List Country Codes

Lists country codes.

IPEX Helpdesk

Search Customers

Searches customers by filter.

IPEX Helpdesk

Search Tickets

Lists tickets by filter.

IPEX Helpdesk

Search User Accounts

Searches user accounts by filter.

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