Salesforce, Planfix Integrations

Planfix
Salesforce
Try Integromat for FREE
No credit card. You'll love it.

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.

Planfix

Watch Actions INSTANT

Triggers when the event which you choose in the Planfix scenario is occurs.

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.

Planfix

Create a Contact

Creates a new contact.

Planfix

Create an Action

Creates a new action.

Planfix

Create a Task

Creates a new task.

Planfix

Delete a Contact

Deletes an existing contact.

Planfix

Delete an Action

Deletes an existing action.

Planfix

Get a Contact

Retrieves an existing contact.

Planfix

Get an Action

Retrieves an existing action.

Planfix

Get a Task

Retrieves an existing task.

Planfix

Make an API Call

Performs an arbitrary authorized API call.

Planfix

Update a Contact

Updates an existing contact.

Planfix

Update an Action

Updates an existing action.

Planfix

Update a Task

Updates an existing task.

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.

Planfix

Search Actions

Searches for actions or lists them all.

Planfix

Search Contacts

Searches for contacts or lists them all.

Planfix

Search Tasks

Searches for tasks or lists them all.

Integrate Salesforce, Planfix with these services