Salesforce

Add Contact to Campaign

Add a contact to a campaign.

Add File to Record

Uploads a file and attaches it to an existing record.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Create Attachment (Legacy)

Creates a legacy Attachment record. Salesforce recommends using "Add File to Record" for modern apps.

Create Case

Creates a Case, which represents a customer issue or problem.

Create Contact

Creates a new contact record.

Create Lead

Creates a new lead.

Create Note

Creates a note and attaches it to a record.

Create Opportunity

Creates a new opportunity.

Create Record

Create a record of a given object.

Create Task

Creates a new task.

Delete Opportunity

Deletes an opportunity.

Delete Record

Deletes an existing record in an object.

Export Report

Export a Salesforce report as an Excel file.

Find Child Records

Finds child records related to a parent record.

Find Record

Finds a record by a field value.

Find Records by Query (Advanced)

Finds records in an object using a SOQL WHERE clause.

Get Record Attachments

Get all attachments (both classic and modern Files) for a record.

Run Query (Advanced)

Run a salesforce query

Run Report

Execute a Salesforce analytics report and return the results as easy-to-use rows.

Send Email

Sends an email to a Contact or Lead by creating an EmailMessage record.

Update Contact

Update an existing contact.

Update Lead

Update an existing lead.

Update Record

Updates an existing record.

Batch Upsert (Advanced)

Batch upsert a record by external id

Bulk Upsert (Advanced)

Bulk upsert a record by external id

Custom API Call

Make a custom API call to a specific endpoint