Salesforce

Attach a timestamped note to any Account record so every teammate sees the latest context without digging through email threads.

Enroll an existing Salesforce Contact in a marketing campaign so they receive the right outreach at the right cadence.

Spin up a new Account record in Salesforce with full firmographic details so the CRM stays current the moment a new company enters your pipeline.

Attach any file — contract, proposal, recording — directly to a Salesforce record so it lives alongside the deal or account it belongs to.

Safely sync account data from any external source — the agent creates a fresh record if the company is new, or updates the existing one to avoid duplicates.

Enroll a Salesforce Lead in a specific marketing campaign so they enter the correct nurture sequence without manual list work.

Retrieve a single Account record — all fields including custom objects — so the agent has the full customer picture before taking any action.

Invoke any custom Salesforce Apex REST endpoint to trigger org-specific business logic that standard actions cannot reach.

Pull the full Account list — or a filtered subset — so the agent can scan, rank, or process your entire customer base in one pass.

Promote a qualified Salesforce Lead into a Contact, Account, and Opportunity in one operation — the moment the sales trigger fires.

Fetch the Account object's schema — fields, types, picklist values — so the agent knows exactly what data it can read or write before touching any record.

Attach a binary file to any Salesforce record using the classic Attachment API — compatible with all record types, including custom objects.

Permanently remove an Account record from Salesforce — typically used to purge test data, merge duplicates, or honour data-deletion requests.

Create a parent record and its related child records — such as an Order with line items — in a single atomic operation.

Modify any field on an existing Account — owner, tier, industry, custom fields — keeping the CRM accurate as the customer relationship evolves.

Add a new Contact to Salesforce under the correct Account so every person in the customer relationship is tracked from day one.

Upload a file to a specific Salesforce record using the Attachment object, keeping documents co-located with the account, case, or opportunity they belong to.

Write a rich-text Enhanced Note linked to any Salesforce record — supports formatting, long-form content, and cross-object visibility.

Remove a specific Attachment from a Salesforce record — used to purge stale files, replace superseded versions, or meet data-retention policies.

Upload a file to Salesforce Content (Files) and link it to one or more records — making it available across any related object in the org.

Fetch the metadata and binary content of a specific Attachment record so the agent can read, forward, or process the file programmatically.

Add a new Lead record to Salesforce so every inbound prospect enters the CRM the moment they raise their hand.

List every Attachment on a record or across the org so the agent can audit, archive, or process files in bulk.

Add a plain-text Note to any Salesforce record — a lightweight way to log observations, call snippets, or quick context without rich formatting.

Fires the moment a new Account record is created in Salesforce — capturing every new company entering the CRM in real time.

Fires whenever a new file or attachment is added to a Salesforce Case — enabling immediate processing of incoming evidence, screenshots, or documentation.

Fires every time an existing Account record is modified — letting the agent respond to changes in tier, owner, health score, or any other field the moment they happen.

Fires the moment a new Contact record is created in Salesforce — allowing instant follow-up actions, enrichment, or notification the second someone enters the CRM.

Fires whenever a new Attachment is added to any Salesforce record — enabling immediate processing or routing of uploaded files.

Fires whenever a tracked field on any Salesforce record is changed — providing a real-time audit stream for critical field modifications.

Fires whenever an existing Attachment record is modified — useful for detecting file replacements, category updates, or metadata corrections.

Fires whenever a Salesforce Content file (Files, not Attachments) is created or modified on any record — enabling real-time processing of documents across the org.

Fires the moment a new Support Case is opened in Salesforce — enabling immediate triage, assignment, and customer acknowledgement.

Fires the moment a new Lead record appears in Salesforce — enabling immediate scoring, enrichment, and routing before the prospect goes cold.