Salesforce integration

CRM software solutions and enterprise cloud computing.

Sales and CRM9 triggers · 27 actions

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Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.

When “New Case Attachment” happens in Salesforce, check the details with AI, then “Add Contact to Campaign” and tell my team in Slack.

Simulated before it goes live
Fixes proposed when something breaks
One credit per run

Triggers

Start a workflow when this happens

WHEN
New Case Attachment
Fires when a new Attachment or File is added to any Case record.
WHEN
New Contact
Fires when a new Contact record is created in Salesforce.
WHEN
New Field History Event
Fires when a tracked field is updated on a specified object.
WHEN
New Lead
Fires when a new Lead record is created in Salesforce.
WHEN
New or Updated Record
Fires when a record of the chosen object is created or changed.
WHEN
New Outbound Message
Fires when Salesforce sends an outbound message to this flow.
WHEN
New Record
Fires when a record of the chosen object is created.
WHEN
New or Updated File
Fires when a file is added or changed. Classic attachments are not included.
WHEN
New Case in Queue
Fires when a case is assigned to the chosen queue.

Actions

Then Calibra can do this for you

DO
Add Contact to Campaign
Adds a contact to a campaign with a member status.
DO
Add File to Record
Uploads a file and attaches it to an existing record.
DO
Add Lead to Campaign
Adds a lead to a campaign with a member status.
DO
Create Legacy Attachment
Creates a classic attachment. For new work, use Add File to Record.
DO
Create Case
Creates a case for a customer issue.
DO
Create Contact
Creates a contact.
DO
Create Lead
Creates a lead.
DO
Create Note
Creates a note on a record.
DO
Create Opportunity
Creates an opportunity.
DO
Create Record
Creates a record of any object.
DO
Create Task
Creates a task.
DO
Delete Opportunity
Deletes an opportunity. It goes to the Recycle Bin.
DO
Delete Record
Deletes a record. It goes to the Recycle Bin.
DO
Export Report
Exports a report as an Excel file.
DO
Find Child Records
Finds child records related to a parent record.
DO
Find Record
Finds records where a field equals a value, up to 200.
DO
Find Records by Query
Finds up to 200 records of an object that match SOQL conditions.
DO
Get Record Attachments
Lists the files and classic attachments on a record.
DO
Run Query
Runs a SOQL query in Salesforce.
DO
Run Report
Runs a report and returns its rows.
DO
Log Email
Records an email on a contact or lead. Salesforce does not send it.
DO
Update Contact
Updates a contact.
DO
Update Lead
Updates a lead.
DO
Update Record
Updates fields on a record of any object.
DO
Batch Upsert
Creates or updates up to 200 records, matched on an external ID.
DO
Bulk Upsert
Creates or updates records from a CSV with a Bulk API job.
DO
Custom API Call
Make a custom API call to a specific endpoint.

Questions

Is the Salesforce integration free?

Yes. Salesforce is available on every Calibra plan, including the free plan, which needs no card.

How is Salesforce usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Salesforce without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Salesforce for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

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