Salesforce and Workbot for Slack integrations and automations

Do everything in one place

Customize your Salesforce and Workbot for Slack integration with the following triggers and actions.

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

Workbot for Slack
  • New command Real-time
    New command to Slack Workbot
  • New URL mention Real-time
    New message with URL mention from Slack
  • New dynamic menu event Real-time
    New dynamic menu event in Workbot
  • New help message trigger Real-time
    New help message to Workbot
  • New Shortcut trigger Real-time
    New shortcut to Slack Workbot
  • New event Real-time
    New event to Slack Workbot

    • 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

Workbot for Slack
  • Custom action
    Custom action in Workbot for Slack (Custom)
  • Open/update or push modal view
    Open/update or push a modal view as Slack Workbot
  • Delete message
    Delete message as Slack Workbot
  • Download attachment
    Download attachment from Slack Workbot
  • Return menu options
    Return menu options
  • Get user info
    Get user info by email or user ID
  • Publish App Home view
    Publish an app home view
  • Post dialog
    Post dialog for Slack Workbot
  • Post message
    Post message as Slack Workbot
  • Post command reply (old version)
    Post command reply as Slack Workbot
  • Post command reply
    Post command reply as Slack Workbot
  • Update blocks by block id
    Update blocks in messages, modal views, and App home
  • Post attachment
    Posts attachment as Slack Workbot

    • Any other action you can think up

The wonders of Workato

Easily set up as many intelligent automations you need.
  • 1000s of ready-to-use templates
  • Accelerate work with intelligent automation
  • Do it yourself, faster
  • Build bots. Put them to work

Market leaders run on Workato

  • monday
  • box
  • att
  • atlassian
  • slack

Let’s start automating

Schedule a Demo