Integrations
Salesforce
33 actions for Salesforce.
Add Product to Opportunity in Salesforce#
Adds a product (line item) to an opportunity in Salesforce CRM.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceAddOpportunityProduct
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Opportunity ID | Text | No | {input} | The ID of the opportunity to add the product to. |
| Pricebook Entry ID | Text | No | (empty) | The ID of the pricebook entry for the product (required). |
| Quantity | Text | No | 1 | The quantity of the product (required). |
| Unit Price | Text | No | (empty) | The unit price of the product (overrides pricebook price). |
| Description | Text | No | (empty) | Description for the line item. |
Outputs#
| Output | Type |
|---|---|
| Line Item Id | Text |
| Success | Yes/No |
Use as an agent tool#
Tool name: salesforce_add_opportunity_product
Add a product (line item) to an opportunity in Salesforce CRM
Convert Lead in Salesforce#
Converts a lead to an account, contact, and/or opportunity in Salesforce CRM.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceConvertLead
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Lead ID | Text | No | {input} | The ID of the lead to convert. |
| Convert Account | Text | No | true | Set to ’true’ to create an account, or provide an existing Account ID to merge into. |
| Convert Contact | Text | No | true | Set to ’true’ to create a contact, or provide an existing Contact ID to merge into. |
| Convert Opportunity | Text | No | true | Set to ’true’ to create an opportunity, or ‘false’ to skip. |
| Opportunity Name | Text | No | (empty) | Name for the new opportunity (if converting). |
Outputs#
| Output | Type |
|---|---|
| Lead Id | Text |
| Account Id | Any |
| Contact Id | Any |
| Opportunity Id | Any |
Use as an agent tool#
Tool name: salesforce_convert_lead
Convert a lead to account, contact, and/or opportunity in Salesforce CRM
Create Account in Salesforce#
Create a new account in Salesforce CRM.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceCreateAccount
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Account Name | Text | No | {input} | Name of the account. |
| Account Type | Text | No | — | Type of account. |
| Industry | Text | No | — | Industry of the account. |
| Phone | Text | No | — | Phone number. |
| Website | Text | No | — | Website URL. |
| Additional Fields | Text | No | — | Additional fields as a JSON string. |
Outputs#
| Output | Type |
|---|---|
| Account Id | Text |
| Account Data | Object |
Use as an agent tool#
Tool name: salesforce_create_account
Create a new account in Salesforce CRM
Create Case in Salesforce#
Create a new case in Salesforce CRM.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceCreateCase
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Subject | Text | No | {input} | Subject of the case. |
| Status | Text | No | — | Status of the case. |
| Priority | Text | No | — | Priority of the case. |
| Case Type | Text | No | — | Type of case. |
| Account ID | Text | No | — | Related account ID. |
| Contact ID | Text | No | — | Related contact ID. |
| Description | Text | No | — | Description of the case. |
Outputs#
| Output | Type |
|---|---|
| Case Id | Text |
| Case Data | Object |
Use as an agent tool#
Tool name: salesforce_create_case
Create a new case in Salesforce CRM
Create Contact in Salesforce#
Creates a new contact in Salesforce CRM.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceCreateContact
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Last Name | Text | Yes | {input} | The last name of the contact (required). |
| First Name | Text | No | — | The first name of the contact. |
| Text | No | — | The email address of the contact. | |
| Phone | Text | No | — | The phone number of the contact. |
| Account ID | Text | No | — | The ID of the account to associate the contact with. |
| Title | Text | No | — | The job title of the contact. |
| Department | Text | No | — | The department of the contact. |
| Mailing Street | Text | No | — | Mailing street address of the contact. |
| Mailing City | Text | No | — | Mailing city of the contact. |
| Mailing State | Text | No | — | Mailing state of the contact. |
| Mailing Postal Code | Text | No | — | Mailing postal code of the contact. |
| Mailing Country | Text | No | — | Mailing country code of the contact. |
| Additional Fields (JSON) | Text | No | — | Additional fields for the contact as a JSON string. Example: {“CustomField__c”: “Value”} |
Outputs#
| Output | Type |
|---|---|
| Contact Id | Text |
| Success | Yes/No |
Use as an agent tool#
Tool name: salesforce_create_contact
Create a new contact in Salesforce CRM
Create Lead in Salesforce#
Creates a new lead in Salesforce CRM.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceCreateLead
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Last Name | Text | No | {input} | The last name of the lead (required). |
| Company | Text | No | (empty) | The company name of the lead (required). |
| First Name | Text | No | (empty) | The first name of the lead. |
| Text | No | (empty) | The email address of the lead. | |
| Status | Text | No | (empty) | The status of the lead (e.g. Open, Contacted, Qualified). |
| Lead Source | Text | No | (empty) | The source of the lead (e.g. Web, Phone, Referral). |
| Additional Fields | Text | No | (empty) | Additional fields as a JSON string (e.g. {“Title”: “CEO”}). |
Outputs#
| Output | Type |
|---|---|
| Lead Id | Text |
| Success | Yes/No |
Use as an agent tool#
Tool name: salesforce_create_lead
Create a new lead in Salesforce CRM
Create Opportunity in Salesforce#
Creates a new opportunity in Salesforce CRM.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceCreateOpportunity
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Name | Text | No | {input} | The name of the opportunity (required). |
| Stage Name | Text | No | (empty) | The stage of the opportunity (required, e.g. Prospecting, Qualification). |
| Close Date | Text | No | (empty) | The expected close date (required, format: YYYY-MM-DD). |
| Amount | Text | No | (empty) | The monetary amount of the opportunity. |
| Account ID | Text | No | (empty) | The ID of the account to associate the opportunity with. |
| Probability | Text | No | (empty) | The probability of closing (0-100). |
| Additional Fields | Text | No | (empty) | Additional fields as a JSON string (e.g. {“Description”: “Big deal”}). |
Outputs#
| Output | Type |
|---|---|
| Opportunity Id | Text |
| Success | Yes/No |
Use as an agent tool#
Tool name: salesforce_create_opportunity
Create a new opportunity in Salesforce CRM
Create Task in Salesforce#
Create a new task in Salesforce CRM.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceCreateTask
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Subject | Text | No | {input} | Subject of the task. |
| Status | Text | No | — | Status of the task. |
| Priority | Text | No | — | Priority of the task. |
| Who ID | Text | No | — | Related contact or lead ID. |
| What ID | Text | No | — | Related account or opportunity ID. |
| Due Date | Text | No | — | Due date for the task (YYYY-MM-DD). |
| Description | Text | No | — | Description of the task. |
Outputs#
| Output | Type |
|---|---|
| Task Id | Text |
| Task Data | Object |
Use as an agent tool#
Tool name: salesforce_create_task
Create a new task in Salesforce CRM
Describe Object in Salesforce#
Get metadata description of a Salesforce object type.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceDescribeObject
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Object Name | Text | No | {input} | The Salesforce object API name (e.g., Account, Contact). |
Outputs#
| Output | Type |
|---|---|
| Object Name | Text |
| Description | Object |
Use as an agent tool#
Tool name: salesforce_describe_object
Get metadata description of a Salesforce object type
Get Account from Salesforce#
Retrieve a specific account from Salesforce CRM by ID.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceGetAccount
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Account ID | Text | No | {input} | The Salesforce account ID. |
Outputs#
| Output | Type |
|---|---|
| Account Id | Text |
| Account Data | Object |
Use as an agent tool#
Tool name: salesforce_get_account
Get a specific account from Salesforce CRM by ID
Get Case from Salesforce#
Retrieve a specific case from Salesforce CRM by ID.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceGetCase
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Case ID | Text | No | {input} | The Salesforce case ID. |
Outputs#
| Output | Type |
|---|---|
| Case Id | Text |
| Case Data | Object |
Use as an agent tool#
Tool name: salesforce_get_case
Get a specific case from Salesforce CRM by ID
Get Contact in Salesforce#
Fetches a contact from Salesforce CRM by ID.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceGetContact
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Contact ID | Text | No | {input} | The ID of the contact to fetch from Salesforce. |
Outputs#
| Output | Type |
|---|---|
| Contact Id | Text |
| Contact Data | Object |
Use as an agent tool#
Tool name: salesforce_get_contact
Get a contact from Salesforce CRM by ID
Get Lead in Salesforce#
Fetches a lead from Salesforce CRM by ID.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceGetLead
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Lead ID | Text | No | {input} | The ID of the lead to fetch from Salesforce. |
Outputs#
| Output | Type |
|---|---|
| Lead Id | Text |
| Lead Data | Object |
Use as an agent tool#
Tool name: salesforce_get_lead
Get a lead from Salesforce CRM by ID
Get Opportunity in Salesforce#
Fetches an opportunity from Salesforce CRM by ID.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceGetOpportunity
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Opportunity ID | Text | No | {input} | The ID of the opportunity to fetch from Salesforce. |
Outputs#
| Output | Type |
|---|---|
| Opportunity Id | Text |
| Opportunity Data | Object |
Use as an agent tool#
Tool name: salesforce_get_opportunity
Get an opportunity from Salesforce CRM by ID
Get Order from Salesforce#
Retrieve a specific order from Salesforce CRM by ID.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceGetOrder
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Order ID | Text | No | {input} | The Salesforce order ID. |
Outputs#
| Output | Type |
|---|---|
| Order Id | Text |
| Order Data | Object |
Use as an agent tool#
Tool name: salesforce_get_order
Get a specific order from Salesforce CRM by ID
Get Order Items from Salesforce#
Retrieve the line items of a specific order from Salesforce CRM.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceGetOrderItems
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Order ID | Text | No | {input} | The Salesforce order ID. |
Outputs#
| Output | Type |
|---|---|
| Order Id | Text |
| Items | List |
Use as an agent tool#
Tool name: salesforce_get_order_items
Get the line items of a specific order from Salesforce CRM
Get Order Status from Salesforce#
Retrieve the status of a specific order from Salesforce CRM.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceGetOrderStatus
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Order ID | Text | No | {input} | The Salesforce order ID. |
Outputs#
| Output | Type |
|---|---|
| Order Id | Text |
| Status | Text |
| Status Code | Text |
Use as an agent tool#
Tool name: salesforce_get_order_status
Get the status of a specific order from Salesforce CRM
Get Task from Salesforce#
Retrieve a specific task from Salesforce CRM by ID.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceGetTask
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Task ID | Text | No | {input} | The Salesforce task ID. |
Outputs#
| Output | Type |
|---|---|
| Task Id | Text |
| Task Data | Object |
Use as an agent tool#
Tool name: salesforce_get_task
Get a specific task from Salesforce CRM by ID
Run SOQL Query in Salesforce#
Execute a SOQL query against Salesforce CRM.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceRunSoqlQuery
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| SOQL Query | Text | No | {input} | The SOQL query to execute. |
| Include Deleted | Text | No | — | Include deleted records (true/false). |
Outputs#
| Output | Type |
|---|---|
| Query | Text |
| Records | List |
| Total Count | Number |
Use as an agent tool#
Tool name: salesforce_run_soql_query
Execute a SOQL query against Salesforce CRM
Search Accounts in Salesforce#
Search for accounts in Salesforce CRM by name, type, or industry.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceSearchAccounts
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Search Query | Text | No | {input} | Search query for account name. |
| Industry | Text | No | — | Filter by industry. |
| Limit | Number | No | 10 | Maximum number of accounts to return. |
| Offset | Number | No | 0 | Number of records to skip for pagination. |
Outputs#
| Output | Type |
|---|---|
| Query | Text |
| Accounts | List |
Use as an agent tool#
Tool name: salesforce_search_accounts
Search for accounts in Salesforce CRM by name, type, or industry
Search Cases in Salesforce#
Search for cases in Salesforce CRM by status, priority, or type.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceSearchCases
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Status | Text | No | — | Filter by case status. |
| Query | Text | No | — | Search query string for finding cases. |
| Account ID | Text | No | — | Filter by related account ID. |
| Limit | Number | No | 10 | Maximum number of contacts to return. |
| Offset | Number | No | 0 | Number of records to skip for pagination. |
Outputs#
| Output | Type |
|---|---|
| Cases | List |
Use as an agent tool#
Tool name: salesforce_search_cases
Search for cases in Salesforce CRM by status, priority, or type
Search Contacts in Salesforce#
Searches for contacts in Salesforce CRM using the specified criteria.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceSearchContacts
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Query | Text | No | {input} | Search query string for finding contacts. |
| Account ID | Text | No | (empty) | Optional Account ID to filter contacts by account. |
| Limit | Number | No | 10 | Maximum number of contacts to return. |
| Offset | Number | No | 0 | Number of records to skip for pagination. |
Outputs#
| Output | Type |
|---|---|
| Query | Text |
| Contacts | List |
Use as an agent tool#
Tool name: salesforce_search_contacts
Search for contacts in Salesforce CRM using specified criteria
Search Leads in Salesforce#
Searches for leads in Salesforce CRM using the specified criteria.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceSearchLeads
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Query | Text | No | {input} | Search query string for finding leads. |
| Status | Text | No | (empty) | Optional lead status to filter by (e.g. Open, Contacted, Qualified). |
| Limit | Number | No | 10 | Maximum number of leads to return. |
| Offset | Number | No | 0 | Number of records to skip for pagination. |
Outputs#
| Output | Type |
|---|---|
| Query | Text |
| Leads | List |
Use as an agent tool#
Tool name: salesforce_search_leads
Search for leads in Salesforce CRM using specified criteria
Search Opportunities in Salesforce#
Searches for opportunities in Salesforce CRM using the specified criteria.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceSearchOpportunities
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Query | Text | No | {input} | Search query string for finding opportunities. |
| Stage | Text | No | (empty) | Optional opportunity stage to filter by (e.g. Prospecting, Closed Won). |
| Account ID | Text | No | (empty) | Optional Account ID to filter opportunities by account. |
| Limit | Number | No | 10 | Maximum number of opportunities to return. |
| Offset | Number | No | 0 | Number of records to skip for pagination. |
Outputs#
| Output | Type |
|---|---|
| Query | Any |
| Opportunities | List |
Use as an agent tool#
Tool name: salesforce_search_opportunities
Search for opportunities in Salesforce CRM using specified criteria
Search Orders in Salesforce#
Search for orders in Salesforce CRM by status or account.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceSearchOrders
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Search Query | Text | No | {input} | Search query for orders. |
| Status | Text | No | — | Filter by order status. |
| Account ID | Text | No | — | Filter by related account ID. |
| Limit | Number | No | 10 | Maximum number of contacts to return. |
| Offset | Number | No | 0 | Number of records to skip for pagination. |
Outputs#
| Output | Type |
|---|---|
| Orders | List |
Use as an agent tool#
Tool name: salesforce_search_orders
Search for orders in Salesforce CRM by status or account
Search Tasks in Salesforce#
Search for tasks in Salesforce CRM by status, priority, or related records.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceSearchTasks
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Status | Text | No | — | Filter by task status. |
| Query | Text | No | — | Search query string for finding tasks. |
| Who ID | Text | No | — | Filter by related contact or lead ID. |
| Limit | Number | No | 10 | Maximum number of tasks to return. |
| Offset | Number | No | 0 | Number of records to skip for pagination. |
Outputs#
| Output | Type |
|---|---|
| Tasks | List |
Use as an agent tool#
Tool name: salesforce_search_tasks
Search for tasks in Salesforce CRM by status, priority, or related records
Update Account in Salesforce#
Update an existing account in Salesforce CRM.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceUpdateAccount
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Account ID | Text | No | {input} | The Salesforce account ID to update. |
| Fields | Text | No | — | JSON string of fields to update. |
Outputs#
| Output | Type |
|---|---|
| Account Id | Text |
| Account Data | Object |
Use as an agent tool#
Tool name: salesforce_update_account
Update an existing account in Salesforce CRM
Update Case in Salesforce#
Update an existing case in Salesforce CRM.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceUpdateCase
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Case ID | Text | No | {input} | The Salesforce case ID to update. |
| Fields | Text | No | — | JSON string of fields to update. |
Outputs#
| Output | Type |
|---|---|
| Case Id | Text |
| Case Data | Object |
Use as an agent tool#
Tool name: salesforce_update_case
Update an existing case in Salesforce CRM
Update Contact in Salesforce#
Updates an existing contact in Salesforce CRM.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceUpdateContact
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Contact ID | Text | No | {input} | The ID of the contact to update. |
| Fields | Text | No | (empty) | JSON string of fields to update (e.g. {“Email”: “new@example.com”, “FirstName”: “new name”}). |
Outputs#
| Output | Type |
|---|---|
| Contact Id | Text |
| Success | Yes/No |
Use as an agent tool#
Tool name: salesforce_update_contact
Update an existing contact in Salesforce CRM
Update Lead in Salesforce#
Updates an existing lead in Salesforce CRM.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceUpdateLead
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Lead ID | Text | No | {input} | The ID of the lead to update. |
| Fields | Text | No | (empty) | JSON string of fields to update (e.g. {“Status”: “Contacted”}). |
Outputs#
| Output | Type |
|---|---|
| Lead Id | Text |
| Success | Yes/No |
Use as an agent tool#
Tool name: salesforce_update_lead
Update an existing lead in Salesforce CRM
Update Opportunity in Salesforce#
Updates an existing opportunity in Salesforce CRM.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceUpdateOpportunity
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Opportunity ID | Text | No | {input} | The ID of the opportunity to update. |
| Fields | Text | No | (empty) | JSON string of fields to update (e.g. {“StageName”: “Closed Won”}). |
Outputs#
| Output | Type |
|---|---|
| Opportunity Id | Text |
| Success | Yes/No |
Use as an agent tool#
Tool name: salesforce_update_opportunity
Update an existing opportunity in Salesforce CRM
Update Order Status in Salesforce#
Update the status of an existing order in Salesforce CRM.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceUpdateOrderStatus
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Order ID | Text | No | {input} | The Salesforce order ID. |
| Status | Text | No | — | New status for the order. |
| Description | Text | No | — | Description or reason for the status change. |
Outputs#
| Output | Type |
|---|---|
| Order Id | Text |
| Order Data | Object |
Use as an agent tool#
Tool name: salesforce_update_order_status
Update the status of an existing order in Salesforce CRM
Update Task in Salesforce#
Update an existing task in Salesforce CRM.
Plans: Trial, Pro, Premium, Enterprise · Type: SalesforceUpdateTask
Inputs#
| Field | Type | Required | Default | What it does |
|---|---|---|---|---|
| Task ID | Text | No | {input} | The Salesforce task ID to update. |
| Fields | Text | No | — | JSON string of fields to update. |
Outputs#
| Output | Type |
|---|---|
| Task Id | Text |
| Task Data | Object |
Use as an agent tool#
Tool name: salesforce_update_task
Update an existing task in Salesforce CRM