Salesforce integrations and automations

Seamlessly connect Salesforce with other tools. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Streamline your Salesforce integrations

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    • Build powerful workflows, fast

    Triggers

    When this happens…

    Salesforce
    • Monitor changes in a record Real-time
      Monitor changes in a record in Salesforce
    • New record
      New record in Salesforce
    • New record Real-time
      New record in Salesforce
    • New Outbound message Real-time
      New Outbound message in Salesforce
    • New platform event Real-time
      New event in Salesforce
    • New PushTopic event Real-time
      New PushTopic event in Salesforce
    • Export new records
      Export new records in Salesforce
    • Export new/updated records
      Export new/updated records in Salesforce
    • Scheduled record search using SOQL query WHERE clause Batch
      Scheduled record search using SOQL query WHERE clause in Salesforce
    • Scheduled records search using SOQL query Batch
      Scheduled records search using SOQL query in Salesforce
    • New records Batch
      New records in Salesforce
    • New/updated records Batch
      New/updated records in Salesforce
    • Threshold met for new records created Batch
      Threshold met for new records created in Salesforce
    • Deleted record
      Record deleted in Salesforce
    • New/updated record
      New/updated record in Salesforce
    • New/updated record Real-time
      New/updated record in Salesforce

      • Any other trigger you can think up

    Actions

    Do this…

    Salesforce
    • Custom action
      Custom action in Salesforce (Custom)
    • Approve record in approval process
      Approve a record in approval process in Salesforce
    • Create records in batches Batch
      Create records in batches in Salesforce
    • Update records in batches Batch
      Update records in batches in Salesforce
    • Create record
      Create record in Salesforce
    • Publish platform event
      Publish platform event in Salesforce
    • Delete record
      Delete record in Salesforce
    • Download attachment
      Download attachment from Salesforce
    • Download file
      Download file from Salesforce
    • Get record details by ID
      Get details of specific record in Salesforce
    • Get related list by parent record ID Batch
      Get list of related records in Salesforce
    • Get report by ID
      Get report details in Salesforce
    • Get object schema
      Get object schema in Salesforce
    • Create records in bulk from CSV file
      Create records in bulk in Salesforce from CSV file
    • Create records in bulk from CSV file (API 1.0)
      Create records in bulk in Salesforce from CSV file
    • Reject record in approval process
      Reject a record in approval process in Salesforce
    • Retry bulk job for failed records from CSV file
      Retry objects bulk job in Salesforce from CSV file
    • Search records Batch
      Search for records in Salesforce
    • Search records using SOQL query WHERE clause Batch
      Search records using SOQL query WHERE clause in Salesforce
    • Search records in bulk using SOQL query (API 1.0)
      Search records in bulk using SOQL query (API 1.0) in Salesforce
    • Search records in bulk using SOQL query (API 2.0)
      Search records in bulk using SOQL query (API 2.0) in Salesforce
    • Search records using SOQL query Batch
      Search for records using SOQL query in Salesforce
    • Submit record for approval
      Submit a record for approval in Salesforce
    • Update records in bulk from CSV file
      Update records in bulk in Salesforce from CSV file
    • Update records in bulk from CSV file (API 1.0)
      Update records in bulk in Salesforce from CSV file
    • Update record
      Update record in Salesforce
    • Upload file
      Upload file to Salesforce
    • Upsert records in bulk from CSV file
      Upsert records in bulk in Salesforce from CSV file
    • Upsert records in bulk from CSV file (API 1.0)
      Upsert records in bulk in Salesforce from CSV file
    • Upsert records in batches Batch
      Upsert records in batches in Salesforce
    • Upsert record
      Upsert record in Salesforce

      • Any other action you can think up

    Streamline your Salesforce integrations

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