Salesforce integration | Flomation Support

00Overview

Manage Salesforce leads, contacts, accounts, opportunities, cases, tasks, and any custom object

Every field below is exactly what you see in the Flomation editor. Fields marked ● live picker let you choose from a list pulled live from your account — no IDs to look up.

01Connecting Salesforce

Add your credentials as a Flomation environment secret, then pick them in each node. The connection fields are:

Field	Type		Details
Salesforce Connection	`secret`	Required	Connect Salesforce, or paste an access token
Salesforce Instance URL	`string`		Leave blank — taken from your connection

Good to know

Pick an Environment on your flow (Flow Settings → Environment) so the secret resolves. Secret fields never show the value — they reference ${secrets.your_secret}.

02Account

Salesforce: Add Note to Account (Classic)

crm/salesforce/account_add_note · Action

Attach a note to a Salesforce account — a call summary, a delivery instruction, anything the team should see on the record. This writes a Classic Note, which appears in the account's Notes & Attachments list.

Field	Type		Details
Account	`string`	Required	Record ID of the account the note belongs to, e.g. 0015f00000AbCdEAAV
Title	`string`	Required	Call summary — 14 March (up to 80 characters)
Note	`text`		Spoke to Jane about the renewal; she will confirm numbers on Friday
Private (only the note's owner and admins can see it)	`boolean`
Owner	`string`		Salesforce user ID to own the note; defaults to the connected user
Additional Fields (JSON)	`object`		{"Custom_Field__c":"value"}

Returns: id, result, tool_result, success, error

Salesforce: Relate Contact to Account

crm/salesforce/account_contact_relation_create · Action

Link a contact to another company they work with, and say what their role is there — a consultant who advises three of your customers, or a buyer who also sits on a parent company's board. The contact keeps their own main account.

Field	Type		Details
Account	`string`	Required	Record ID of the company to relate the contact to, e.g. 0015f00000AbCdEAAV
Contact	`string`	Required	Record ID of the contact, e.g. 0035f00000XyZabAAF
Roles	`string`		Decision Maker, Business User (comma-separated; must match roles set up in your org)
Active Relationship	`boolean`
Start Date	`datetime`
End Date	`datetime`
Additional Fields (JSON)	`object`		{"Custom_Field__c":"value"}

Returns: id, result, tool_result, success, error

Salesforce: Remove Contact from Account

crm/salesforce/account_contact_relation_delete · Action

Remove the link between a contact and one of the other companies they work with. The contact and both companies are untouched — only the relationship is removed.

Field	Type		Details
Relationship	`string`	Required	Relationship ID from Get Many Account-Contact Relationships, e.g. 07n5f000000AbCdAAK

Returns: id, result, tool_result, success, error

Salesforce: Get Many Account-Contact Relationships

crm/salesforce/account_contact_relation_get_all · Action

List who is connected to a company and in what role — or, given a contact, every company they are connected to. Covers the related contacts a company has as well as its own direct ones.

Field	Type	Details
Account	`string`	Record ID of the company, to list its contacts, e.g. 0015f00000AbCdEAAV
Contact	`string`	Record ID of the contact, to list their companies, e.g. 0035f00000XyZabAAF
Active Relationships Only	`boolean`
Role	`string`	Decision Maker (returns relationships that include this role)
Return All (fetch every match)	`boolean`
Limit	`integer`	50 (max 2000); ignored when Return All is on
Fields	`string`	Id, Contact.Name, Roles (blank returns a readable default set)
Sort By	`string`	Contact.Name ASC, or CreatedDate DESC

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Create Account

crm/salesforce/account_create · Action

Add a company to Salesforce as an Account, with its billing and shipping addresses, phone, website, owner and classification. Any field your org has added can be set through Additional Fields.

Field	Type		Details
Company Name	`string`	Required	Acme Manufacturing Ltd
Account Number	`string`		Your own reference for this customer, e.g. CUST-00142
Type	`string`		Customer, Prospect, Partner — must match a value set up in your org
Account Source	`string`		Web, Phone Inquiry, Partner Referral
Industry	`string`		Manufacturing, Retail, Education
Website	`string`		https://www.acme.co.uk
Phone	`string`		+44 20 7946 0958
Fax	`string`		+44 20 7946 0959
Description	`text`		Notes about this company
Annual Revenue	`string`		2500000 (in your org's default currency)
Number of Employees	`integer`		120
Owner	`string`		Salesforce user ID of the account owner, e.g. 0055f000004XyzAAAS
Parent Account	`string`		Record ID of the parent company, e.g. 0015f00000AbCdEAAV
Record Type	`string`		Record type ID, only if your org uses account record types
Line of Business	`string`		Short description of what the company does
Data.com Key	`string`		Data.com company ID, if you sync from Data.com
Billing Street	`string`		14 Bridge Street
Billing City	`string`		Manchester
Billing County / State	`string`		California — must match your org's State list, if it uses one
Billing Postcode	`string`		M1 4WT
Billing Country	`string`		United Kingdom
Shipping Street	`string`		Unit 7, Carlton Industrial Estate
Shipping City	`string`		Leeds
Shipping County / State	`string`		West Yorkshire
Shipping Postcode	`string`		LS1 2AB
Shipping Country	`string`		United Kingdom
Additional Fields (JSON)	`object`		{"Rating":"Hot","Customer_Tier__c":"Gold"}

Returns: id, result, tool_result, success, error

Salesforce: Delete Account

crm/salesforce/account_delete · Action

Send a Salesforce account to the Recycle Bin, where it can be restored for 15 days. Contacts, opportunities and cases under the account go with it.

Field	Type		Details
Account	`string`	Required	Record ID of the account to delete, e.g. 0015f00000AbCdEAAV

Returns: id, result, tool_result, success, error

Salesforce: Get Account Setup Info

crm/salesforce/account_describe · Action

Find out how the Account object is set up in your Salesforce org — the accounts you viewed most recently, and (in Full detail) every field, picklist choice and record type available to build flows against.

Field	Type		Details
Detail	`string`		Overview — choices: Overview (summary plus recently viewed accounts), Full (every field, picklist value and record type)

Returns: id, result, tool_result, success, error

Salesforce: Get Account

crm/salesforce/account_get · Action

Look up one Salesforce account by its record ID and return its details. Leave Fields blank to get everything the connected Salesforce user is allowed to see.

Field	Type		Details
Account	`string`	Required	Record ID of the account, e.g. 0015f00000AbCdEAAV
Fields	`string`		Name, Phone, BillingCity (comma-separated; blank returns every field)

Returns: id, result, tool_result, success, error

Salesforce: Get Many Accounts

crm/salesforce/account_get_all · Action

List accounts from Salesforce, optionally narrowed by a filter such as Industry or Billing City. Turn on Return All to fetch every match, page by page.

Field	Type	Details
Return All (fetch every match)	`boolean`
Limit	`integer`	50 (max 2000); ignored when Return All is on
Fields	`string`	Id, Name, Phone, BillingCity (blank returns Id, Name, Type and Last Modified)
Filter Field	`string`	Industry
Filter Comparison	`string`	Equals — choices: Equals, Does not equal, Less than, Less than or equal to, Greater than, Greater than or equal to, Matches pattern (use % as a wildcard), Does not match pattern, Is one of (comma-separated), Is not one of (comma-separated)
Filter Value	`string`	Manufacturing (or TODAY, LAST_N_DAYS:7 for date fields)
More Filters	`object`	[{"field":"NumberOfEmployees","operator":">","value":"250"}]
Match ANY filter instead of all	`boolean`
Sort By	`string`	Name ASC, or LastModifiedDate DESC
Include Deleted (records in the Recycle Bin)	`boolean`

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Update Account

crm/salesforce/account_update · Action

Change details on an existing Salesforce account. Only the fields you fill in are changed — everything you leave blank is left exactly as it is.

Field	Type		Details
Account	`string`	Required	Record ID of the account to update, e.g. 0015f00000AbCdEAAV
Company Name	`string`		Acme Manufacturing Ltd
Account Number	`string`		Your own reference for this customer, e.g. CUST-00142
Type	`string`		Customer, Prospect, Partner — must match a value set up in your org
Account Source	`string`		Web, Phone Inquiry, Partner Referral
Industry	`string`		Manufacturing, Retail, Education
Website	`string`		https://www.acme.co.uk
Phone	`string`		+44 20 7946 0958
Fax	`string`		+44 20 7946 0959
Description	`text`		Notes about this company
Annual Revenue	`string`		2500000 (in your org's default currency)
Number of Employees	`integer`		120
Owner	`string`		Salesforce user ID to transfer the account to, e.g. 0055f000004XyzAAAS
Parent Account	`string`		Record ID of the parent company, e.g. 0015f00000AbCdEAAV
Record Type	`string`		Record type ID, only if your org uses account record types
Line of Business	`string`		Short description of what the company does
Data.com Key	`string`		Data.com company ID, if you sync from Data.com
Billing Street	`string`		14 Bridge Street
Billing City	`string`		Manchester
Billing County / State	`string`		California — must match your org's State list, if it uses one
Billing Postcode	`string`		M1 4WT
Billing Country	`string`		United Kingdom
Shipping Street	`string`		Unit 7, Carlton Industrial Estate
Shipping City	`string`		Leeds
Shipping County / State	`string`		West Yorkshire
Shipping Postcode	`string`		LS1 2AB
Shipping Country	`string`		United Kingdom
Additional Fields (JSON)	`object`		{"Rating":"Hot","Customer_Tier__c":"Gold"}

Returns: id, result, tool_result, success, error

Salesforce: Create or Update Account

crm/salesforce/account_upsert · Action

Keep Salesforce in step with another system: match an account on your own reference (an External ID field) and update it if it exists, or create it if it does not. Safe to run over and over — it will not create duplicates.

Field	Type		Details
Match Against	`string`	Required	The External ID field to match on, e.g. External_Ref__c
Match Value	`string`	Required	The value to look for in that field, e.g. CUST-00142
Company Name	`string`		Acme Manufacturing Ltd — only needed the first time, when the account has to be created
Account Number	`string`		Your own reference for this customer, e.g. CUST-00142
Type	`string`		Customer, Prospect, Partner — must match a value set up in your org
Account Source	`string`		Web, Advertisement, Trade Show — must match your org's Account Source list
Industry	`string`		Manufacturing, Retail, Education
Website	`string`		https://www.acme.co.uk
Phone	`string`		+44 20 7946 0958
Fax	`string`		+44 20 7946 0959
Description	`text`		Notes about this company
Annual Revenue	`string`		2500000 (in your org's default currency)
Number of Employees	`integer`		120
Owner	`string`		Salesforce user ID of the account owner, e.g. 0055f000004XyzAAAS
Parent Account	`string`		Record ID of the parent company, e.g. 0015f00000AbCdEAAV
Record Type	`string`		Record type ID, only if your org uses account record types
Line of Business	`string`		Short description of what the company does
Data.com Key	`string`		Data.com company ID, if you sync from Data.com
Billing Street	`string`		14 Bridge Street
Billing City	`string`		Manchester
Billing County / State	`string`		California — must match your org's State list, if it uses one
Billing Postcode	`string`		M1 4WT
Billing Country	`string`		United Kingdom
Shipping Street	`string`		Unit 7, Carlton Industrial Estate
Shipping City	`string`		Leeds
Shipping County / State	`string`		West Yorkshire
Shipping Postcode	`string`		LS1 2AB
Shipping Country	`string`		United Kingdom
Additional Fields (JSON)	`object`		{"Rating":"Hot","Customer_Tier__c":"Gold"}

Returns: id, result, tool_result, success, error

03Api

Salesforce: Custom API Call

crm/salesforce/api_request · Action

Advanced: call any part of the Salesforce API with your existing connection. For anything the other Salesforce actions do not cover yet, including your org's own Apex REST endpoints.

Field	Type		Details
Method	`string`		choices: GET, POST, PATCH, PUT, DELETE
Path	`string`	Required	/limits or /sobjects/Account/describe — or /services/apexrest/MyEndpoint
Query Parameters	`object`		{"q":"SELECT Id FROM Account LIMIT 5"} — added to the path for you
Body	`object`		{"Name":"Acme Ltd"} — for POST, PATCH and PUT

Returns: id, result, tool_result, success, error

04Approval

Salesforce: Approve Request

crm/salesforce/approval_approve · Action

Approve a Salesforce record that is waiting for approval, with an optional comment recorded against the decision.

Field	Type		Details
Approval Request	`string`	Required	04i5f00000AbcDEAA — from Submit for Approval, or Get Many Approval Processes
Comments	`text`		Approved — discount is within the agreed range for this account
Send To (Next Approver)	`string`		0055f00000AbcDEAA — only if the next step lets you pick
Additional Fields	`object`		{"comments":"Approved"} — any other approval request field

Returns: id, result, tool_result, success, error

Salesforce: Get Many Approval Processes

crm/salesforce/approval_get_all · Action

List the approval processes set up in your Salesforce org, and optionally the records currently waiting for approval in each.

Field	Type	Details
Object	`string`	Opportunity — leave empty for every object
Also List What Is Waiting for Approval	`boolean`
Waiting On (User)	`string`	0055f00000AbcDEAA — only items assigned to this person
Limit (items waiting)	`integer`	50 by default, up to 2000 — applies to the waiting items, not the processes

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Reject Request

crm/salesforce/approval_reject · Action

Reject a Salesforce record that is waiting for approval, recording the reason against the decision.

Field	Type		Details
Approval Request	`string`	Required	04i5f00000AbcDEAA — from Submit for Approval, or Get Many Approval Processes
Reason for Rejecting	`text`		Priced below our floor — resubmit at 15% or less
Additional Fields	`object`		{"comments":"Rejected"} — any other approval request field

Returns: id, result, tool_result, success, error

Salesforce: Submit for Approval

crm/salesforce/approval_submit · Action

Send a Salesforce record into an approval process so the right person is asked to approve it.

Field	Type		Details
Object	`string`		Opportunity — narrows the record picker
Record to Submit	`string`	Required	0065f00000AbcDEAA
Approval Process	`string`		Discount_Approval — leave empty to let Salesforce choose
Send To (Approver)	`string`		0055f00000AbcDEAA — only if the process lets the submitter pick
Submit On Behalf Of	`string`		0055f00000AbcDEAA — defaults to the connected user
Comments	`text`		Discount is 25% — approved verbally by the customer's account manager
Ignore the Process Entry Criteria	`boolean`
Additional Fields	`object`		{"processDefinitionNameOrId":"Discount_Approval"} — any other approval request field

Returns: id, result, tool_result, success, error

05Asset

Salesforce: Create Asset

crm/salesforce/asset_create · Action

Record something a customer owns - which product it is, its serial number, when it was installed and when the warranty runs out. It is what turns "they bought a boiler two years ago" into something the person answering the phone can actually look up.

Field	Type		Details
Asset Name	`string`	Required	GenWatt Diesel 1000kW - Edge Communications (up to 255 characters)
Customer (Account)	`string`		0015f00000AbCdEAAV - every asset needs an account, a contact, or both
Customer (Contact)	`string`		0035f00000XyZabAAF - every asset needs an account, a contact, or both
Product	`string`		01t5f000004AbCdAAK - the Salesforce product this asset is one of; its product code is copied across for you
Serial Number	`string`		SN-00042 - what is stamped on the unit
Status	`string`		Shipped, Installed, Registered, Purchased or Obsolete - Salesforce saves anything you type here without complaint, so a typo becomes a real status
Purchase Date	`datetime`		2026-06-20 (the date only)
Install Date	`datetime`		2026-07-01 (the date only)
Warranty / Usage End Date	`datetime`		2029-06-30 (the date only) - this is the date an "is it still under warranty?" check looks at
Price	`string`		50000.00 - what the customer paid, in your org's currency
Quantity	`string`		1 - how many units this record covers
Part Of (Parent Asset)	`string`		02i5f000000AbCdAAK - if this is a component of a bigger asset
Owner	`string`		0055f00000AbCdEAAV - leave blank and the connected Salesforce user owns it
Supplied By (Account)	`string`		0015f00000AbCdEAAV - the company that supplied it, if it was not you
Serviced By (Account)	`string`		0015f00000AbCdEAAV - the company that maintains it
This Is A Competitor's Product	`boolean`
This Is Your Own Company's Asset	`boolean`
Description	`text`		Anything the support team should know - where it is on site, who signed for it
Location Street	`text`		1 Deansgate - where the asset physically is
Location City	`string`		Manchester
Location County / State	`string`		Leave this blank unless your org's State list has an entry for it - most orgs check it against a fixed list and refuse anything typed by hand
Location Postcode	`string`		M1 1AA
Location Country	`string`		United Kingdom
Record Type	`string`		0125f000000AbCdAAK - only if your org uses record types on assets
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other Salesforce field on the asset

Returns: id, result, tool_result, success, error

Salesforce: Delete Asset

crm/salesforce/asset_delete · Action

Send an asset to the Salesforce Recycle Bin, where an administrator can restore it for 15 days. If a unit has simply been retired rather than recorded by mistake, set its status to Obsolete instead so the customer's history is kept. Deleting an asset that other assets sit under empties their Part Of link without warning.

Field	Type		Details
Asset ID	`string`	Required	02i5f000000AbCdAAK - the asset to delete, not its serial number

Returns: id, result, tool_result, success, error

Salesforce: Get Asset

crm/salesforce/asset_get · Action

Look up one asset by its Salesforce ID and return everything on it - which product it is, its serial number, install and purchase dates, when the warranty ends and every custom field.

Field	Type		Details
Asset ID	`string`	Required	02i5f000000AbCdAAK - the asset's Salesforce ID, not its serial number
Fields	`string`		Name,SerialNumber,Status,InstallDate,UsageEndDate - leave blank to return every field

Returns: id, result, tool_result, success, error

Salesforce: Get Many Assets

crm/salesforce/asset_get_all · Action

List what customers own - everything on one account when they ring up, every unit of one product, everything whose warranty runs out in the next month. Turn on Return All to fetch every match instead of one page.

Field	Type	Details
Fields	`string`	Name,SerialNumber,Status,UsageEndDate - leave blank for the usual asset fields
Warranty Ends On Or After	`string`	TODAY - or a date like 2026-08-01; always applies, even with Match ANY on
Warranty Ends On Or Before	`string`	NEXT_N_DAYS:30 - the expiring-warranty window; always applies, even with Match ANY on
Customer (Account)	`string`	0015f00000AbCdEAAV - only assets belonging to this account
Customer (Contact)	`string`	0035f00000XyZabAAF - only assets belonging to this contact
Product	`string`	01t5f000004AbCdAAK - only assets of this product
Status	`string`	Installed, Shipped, Registered, Purchased or Obsolete
Serial Number	`string`	SN-00042 - find the one unit by the number stamped on it
Filter Field	`string`	One more field to filter on, e.g. Price or Site_Code__c
Filter Comparison	`string`	How to compare the field (defaults to Equals) — choices: Equals, Does Not Equal, Less Than, Less Than Or Equal To, Greater Than, Greater Than Or Equal To, Contains (use % as the wildcard), Does Not Contain (use % as the wildcard), Is One Of (comma-separated), Is Not One Of (comma-separated)
Filter Value	`string`	What to compare against, e.g. 5000, LAST_N_DAYS:90, %Diesel%
More Filters	`object`	[{"field":"Price","operator":">","value":"5000"},{"field":"IsCompetitorProduct","operator":"=","value":"false"}]
Match ANY filter instead of all	`boolean`	Off: an asset has to match every filter. On: matching any one of them is enough. Warranty Ends On Or After / Before always apply either way
Sort By	`string`	UsageEndDate ASC - or InstallDate DESC
Limit	`integer`	50 by default, up to 2000 - ignored when Return All is on
Return All	`boolean`	Tick to keep fetching pages until every matching asset has been collected
Include Deleted	`boolean`	Tick to include assets sitting in the Salesforce Recycle Bin

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Update Asset

crm/salesforce/asset_update · Action

Change an asset in Salesforce - mark it Installed once the engineer has been, extend the warranty date, move it to a new owner, retire it as Obsolete. Anything you leave blank is left exactly as it was.

Field	Type		Details
Asset ID	`string`	Required	02i5f000000AbCdAAK - the asset to change, not its serial number
Asset Name	`string`		GenWatt Diesel 1000kW - Edge Communications (up to 255 characters)
Status	`string`		Shipped, Installed, Registered, Purchased or Obsolete - Salesforce saves anything you type here without complaint, so a typo becomes a real status
Customer (Account)	`string`		0015f00000AbCdEAAV - do not clear both this and the contact; Salesforce needs one of them
Customer (Contact)	`string`		0035f00000XyZabAAF - do not clear both this and the account; Salesforce needs one of them
Product	`string`		01t5f000004AbCdAAK - the Salesforce product this asset is one of
Serial Number	`string`		SN-00042 - what is stamped on the unit
Purchase Date	`datetime`		2026-06-20 (the date only)
Install Date	`datetime`		2026-07-01 (the date only)
Warranty / Usage End Date	`datetime`		2029-06-30 (the date only) - this is the date an "is it still under warranty?" check looks at
Price	`string`		50000.00 - what the customer paid, in your org's currency
Quantity	`string`		1 - how many units this record covers
Part Of (Parent Asset)	`string`		02i5f000000AbCdAAK - if this is a component of a bigger asset
Owner	`string`		0055f00000AbCdEAAV - the Salesforce user who should own the asset
Supplied By (Account)	`string`		0015f00000AbCdEAAV - the company that supplied it, if it was not you
Serviced By (Account)	`string`		0015f00000AbCdEAAV - the company that maintains it
This Is A Competitor's Product	`boolean`
This Is Your Own Company's Asset	`boolean`
Description	`text`		Anything the support team should know - where it is on site, who signed for it
Location Street	`text`		1 Deansgate - where the asset physically is
Location City	`string`		Manchester
Location County / State	`string`		Leave this blank unless your org's State list has an entry for it - most orgs check it against a fixed list and refuse anything typed by hand
Location Postcode	`string`		M1 1AA
Location Country	`string`		United Kingdom
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other Salesforce field on the asset

Returns: id, result, tool_result, success, error

06Attachment

Salesforce: Create Attachment (Classic)

crm/salesforce/attachment_create · Action

Attach a file to a record using Salesforce's older Attachment object. For most orgs Upload File is the better choice — Classic attachments do not show in the Lightning Files list.

Field	Type		Details
Record Type	`string`		Account, Contact, Case… — only used to help you pick the record
Attach To Record	`string`	Required	The record the file belongs to, e.g. 0015f00000XyzAAB
File Name (optional — defaults to the attached file's own name)	`string`		contract.pdf — include the extension
File	`string`	Required	The file from an earlier step, or base64 content
Content Type	`string`		application/pdf — blank lets Salesforce work it out from the name
Description	`text`		What this file is, for whoever finds it later
Owner	`string`		Salesforce user ID, e.g. 0055f000004XyzAAB — blank means you
Private (only the owner and admins can see it)	`boolean`
Additional Fields	`object`		{"Custom_Field__c":"value"}

Returns: id, result, tool_result, success, error

Salesforce: Delete Attachment (Classic)

crm/salesforce/attachment_delete · Action

Delete a Classic attachment from the record it is on. It goes to the Recycle Bin, so it can be restored for 15 days.

Field	Type		Details
Attachment	`string`	Required	Attachment ID, e.g. 00P5f00000XyzAAB

Returns: id, result, tool_result, success, error

Salesforce: Describe Attachments (Classic)

crm/salesforce/attachment_describe · Action

Check what your org stores on a Classic attachment and list the attachments you opened most recently — handy for finding the right field names.

Field	Type		Details
Include Every Field (larger response)	`boolean`

Returns: id, result, tool_result, success, error

Salesforce: Download Attachment (Classic)

crm/salesforce/attachment_download · Action

Download a Classic attachment's contents so a later step can email it, save it to Drive or send it on.

Field	Type		Details
Attachment	`string`	Required	Attachment ID, e.g. 00P5f00000XyzAAB
Save As	`string`		Leave blank to use the name the attachment has in Salesforce

Returns: id, file, file_name, content_type, size, result, tool_result, success, error

Salesforce: Get Attachment (Classic)

crm/salesforce/attachment_get · Action

Look up a Classic attachment's details — its name, size, type, owner and which record it belongs to. Use Download Attachment to get the file itself.

Field	Type		Details
Attachment	`string`	Required	Attachment ID, e.g. 00P5f00000XyzAAB
Fields to Return	`string`		Leave blank for everything, or e.g. Id,Name,ContentType,BodyLength

Returns: id, result, tool_result, success, error

Salesforce: Get Many Attachments (Classic)

crm/salesforce/attachment_get_all · Action

List Classic attachments, optionally filtered and sorted — for example every attachment on one record, or everything added since yesterday.

Field	Type	Details
Return All (fetch every match)	`boolean`
Limit	`integer`	50 (max 2000); ignored when Return All is on
Fields to Return	`string`	Leave blank for the usual ones, or e.g. Id,Name,ContentType,BodyLength,ParentId
Filter On Field	`string`	ParentId
Comparison	`string`	Equals — choices: Equals, Does Not Equal, Less Than, Less Than Or Equal To, Greater Than, Greater Than Or Equal To, Matches Pattern, Does Not Match Pattern, Is One Of, Is Not One Of
Value	`string`	0015f00000XyzAAB — for Matches Pattern use % as the wildcard, e.g. %invoice%
More Filters	`object`	[{"field":"BodyLength","operator":">","value":"1000000"}]
Match ANY filter instead of all	`boolean`
Sort By	`string`	CreatedDate DESC, Name ASC
Include Deleted Attachments (Recycle Bin)	`boolean`

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Update Attachment (Classic)

crm/salesforce/attachment_update · Action

Rename a Classic attachment, change its description, owner or privacy, or replace the file itself. Anything you leave blank is left as it was.

Field	Type		Details
Attachment	`string`	Required	Attachment ID, e.g. 00P5f00000XyzAAB
File Name	`string`		contract-signed.pdf — leave blank to keep the current name
Description	`text`		Leave blank to keep the current description
Owner	`string`		Salesforce user ID, e.g. 0055f000004XyzAAB — leave blank to keep the current owner
Private (only the owner and admins can see it)	`boolean`
Replace File With	`string`		A file from an earlier step, or base64 content — leave blank to keep the current file
Content Type	`string`		application/pdf — only needed when replacing the file with a different type
Additional Fields	`object`		{"Custom_Field__c":"value"}

Returns: id, result, tool_result, success, error

07Campaign

Salesforce: Create Campaign

crm/salesforce/campaign_create · Action

Set up a marketing campaign in Salesforce — a webinar, open day, trade show or email blast — so people can be added to it and its results tracked. Leave a box blank to let Salesforce use its own default.

Field	Type		Details
Campaign Name	`string`	Required	Autumn Open Day 2026
Campaign Type	`string`		Webinar, Conference, Trade Show, Email, Advertisement, Direct Mail, Other
Status	`string`		Planned, In Progress, Completed or Aborted
Active	`boolean`		Tick this — Salesforce creates campaigns inactive, and an inactive campaign does not appear when staff search for one
Start Date	`datetime`		2026-09-14 — the day the campaign begins (any time of day is ignored)
End Date	`datetime`		2026-09-16 — the day the campaign finishes
Description	`text`		What this campaign is for, who it targets, anything the team should know
Parent Campaign	`string`		701... — the bigger campaign this one rolls up into
Owner	`string`		005... — the Salesforce user who owns this campaign (defaults to the connected user)
Record Type	`string`		012... — only needed if your org uses campaign record types
Budgeted Cost	`money`		5000.00
Actual Cost	`money`		4750.00
Expected Revenue	`money`		25000.00
Expected Response Rate (%)	`string`		12.5 — the percentage of people you expect to respond
Number Sent	`integer`		How many invitations or emails went out
Additional Fields (JSON)	`object`		{"CampaignMemberRecordTypeId":"012...","Region__c":"North"}

Returns: id, result, tool_result, success, error

Salesforce: Delete Campaign

crm/salesforce/campaign_delete · Action

Send a Salesforce campaign to the Recycle Bin. Everyone who was signed up to it goes with it, and restoring the campaign from the Recycle Bin within 15 days brings them all back.

Field	Type		Details
Campaign ID	`string`	Required	701... — copy it from the end of the campaign's web address

Returns: id, result, tool_result, success, error

Salesforce: Get Campaign

crm/salesforce/campaign_get · Action

Look up one Salesforce campaign and everything it has recorded — its dates, budget and the running totals of how many leads, contacts, responses and opportunities it has produced.

Field	Type		Details
Campaign ID	`string`	Required	701... — copy it from the end of the campaign's web address
Fields	`string`		Leave blank for every field, or list them: Name, Status, NumberOfResponses, ActualCost

Returns: id, result, tool_result, success, error

Salesforce: Get Many Campaigns

crm/salesforce/campaign_get_all · Action

List your Salesforce campaigns — all of them, or just the ones you care about, such as active campaigns or everything with a status of In Progress. Turn on Return All to fetch every match instead of one page.

Field	Type	Details
Fields	`string`	Leave blank for the usual ones, or list them: Name, Status, Type, StartDate, NumberOfResponses
Active Campaigns Only	`boolean`	Tick to hide campaigns that have been switched off
Status	`string`	Planned, In Progress, Completed or Aborted
Campaign Type	`string`	Webinar, Conference, Trade Show, Email, Advertisement, Direct Mail, Other
Filter Field	`string`	One more field to filter on, e.g. StartDate or Region__c
Filter Comparison	`string`	How to compare the field (defaults to Equals) — choices: Equals, Does Not Equal, Less Than, Less Than Or Equal To, Greater Than, Greater Than Or Equal To, Contains (use % as the wildcard), Does Not Contain (use % as the wildcard), Is One Of (comma-separated), Is Not One Of (comma-separated)
Filter Value	`string`	What to compare against, e.g. THIS_MONTH, 2026-09-01, %Open Day%
More Filters	`object`	[{"field":"BudgetedCost","operator":">","value":"5000"},{"field":"StartDate","operator":">=","value":"THIS_YEAR"}]
Match ANY filter instead of all	`boolean`	Off: a campaign has to match every filter. On: matching any one of them is enough. Active Campaigns Only always applies either way
Sort By	`string`	StartDate DESC, Name ASC
Limit	`integer`	50 by default, up to 2000 — ignored when Return All is on
Return All	`boolean`	Tick to keep fetching pages until every matching campaign has been collected
Include Deleted	`boolean`	Tick to include campaigns sitting in the Salesforce Recycle Bin

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Add Campaign Member

crm/salesforce/campaign_member_create · Action

Sign a lead or a contact up to a Salesforce campaign and set where they have got to — Sent, Responded, Registered, whatever your campaign uses. Give either a Lead or a Contact, not both.

Field	Type		Details
Campaign ID	`string`	Required	701... — the campaign to add them to
Lead ID	`string`		00Q... — use this for someone who is still a lead
Contact ID	`string`		003... — use this for someone who is already a contact
Member Status	`string`		Sent or Responded, unless your admin set up others such as Registered or Attended
Additional Fields (JSON)	`object`		{"Description":"Signed up on the website","Table_Number__c":"12"}

Returns: id, result, tool_result, success, error

Salesforce: Remove Campaign Member

crm/salesforce/campaign_member_delete · Action

Take someone off a Salesforce campaign when they cancel. Give the campaign member's ID, or just the campaign plus the lead or contact and they will be found for you. The lead or contact itself is untouched.

Field	Type	Details
Campaign Member ID	`string`	00v... — or leave blank and fill in the three boxes below instead
Campaign ID	`string`	701... — used to find the member when you have not got their member ID
Lead ID	`string`	00Q... — the lead to remove from that campaign
Contact ID	`string`	003... — the contact to remove from that campaign

Returns: id, result, tool_result, success, error

Salesforce: Get Many Campaign Members

crm/salesforce/campaign_member_get_all · Action

See who is signed up to a Salesforce campaign and where each of them has got to — invited, responded, registered, attended. Filter by status to pull just the people you need to chase.

Field	Type		Details
Campaign ID	`string`	Required	701... — the campaign whose members you want
Fields	`string`		Leave blank for name, email, status and response, or list your own: Name, Email, Status, Title
Member Status	`string`		Only members at this status, e.g. Responded — must match your org's Campaign Member Status list for that campaign
Responded Only	`boolean`		Tick to list only the people who have responded
Leads Or Contacts	`string`		Leave blank for both — choices: Leads Only, Contacts Only
More Filters	`object`		[{"field":"HasResponded","operator":"=","value":"false"},{"field":"City","operator":"=","value":"Leeds"}]
Sort By	`string`		LastName ASC, Status ASC
Limit	`integer`		50 by default, up to 2000 — ignored when Return All is on
Return All	`boolean`		Tick to keep fetching pages until every member has been collected
Include Deleted	`boolean`		Tick to include members sitting in the Salesforce Recycle Bin

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Update Campaign Member

crm/salesforce/campaign_member_update · Action

Move someone along in a Salesforce campaign — Registered to Attended, or Sent to Responded. Give the campaign member's ID, or just the campaign plus the lead or contact and they will be found for you.

Field	Type	Details
Campaign Member ID	`string`	00v... — or leave blank and fill in the three boxes below instead
Campaign ID	`string`	701... — used to find the member when you have not got their member ID
Lead ID	`string`	00Q... — the lead to find within that campaign
Contact ID	`string`	003... — the contact to find within that campaign
Member Status	`string`	The status to move them to, e.g. Responded — must match your org's Campaign Member Status list for that campaign
Additional Fields (JSON)	`object`	{"Description":"Arrived at 09:15","Table_Number__c":"12"} — a null empties that field

Returns: id, result, tool_result, success, error

Salesforce: Update Campaign

crm/salesforce/campaign_update · Action

Change a Salesforce campaign after the event — mark it Completed, move its dates, or record what it actually cost. Boxes you leave blank are left exactly as they are, so you can change one thing without disturbing the rest.

Field	Type		Details
Campaign ID	`string`	Required	701... — copy it from the end of the campaign's web address
Campaign Name	`string`		Autumn Open Day 2026
Campaign Type	`string`		Webinar, Conference, Trade Show, Email, Advertisement, Direct Mail, Other
Status	`string`		Planned, In Progress, Completed or Aborted
Active	`boolean`		Tick to keep the campaign active, untick to retire it
Start Date	`datetime`		2026-09-14 — the day the campaign begins (any time of day is ignored)
End Date	`datetime`		2026-09-16 — the day the campaign finishes
Description	`text`		What this campaign is for, who it targets, anything the team should know
Parent Campaign	`string`		701... — the bigger campaign this one rolls up into
Owner	`string`		005... — the Salesforce user who owns this campaign
Budgeted Cost	`money`		5000.00
Actual Cost	`money`		4750.00 — what the campaign really cost once the invoices are in
Expected Revenue	`money`		25000.00
Expected Response Rate (%)	`string`		12.5 — the percentage of people you expect to respond
Number Sent	`integer`		How many invitations or emails went out
Additional Fields (JSON)	`object`		{"Region__c":"North","EndDate":null} — a null empties that field

Returns: id, result, tool_result, success, error

08Case

Salesforce: Add Case Comment

crm/salesforce/case_add_comment · Action

Post a comment onto a Salesforce case — an internal note for the team, or a reply the customer can see in the portal.

Field	Type		Details
Case ID	`string`	Required	5005f00000XyzAAAAQ — the case to comment on
Comment	`text`	Required	Called the customer back — replacement part ordered, due Friday
Make Visible to the Customer	`boolean`
Additional Fields	`object`		{"Custom_Field__c":"value"} — extra CaseComment fields

Returns: id, result, tool_result, success, error

Salesforce: Close Case

crm/salesforce/case_close · Action

Close a Salesforce case and record why. Leave Status blank and Flomation uses whichever status your own org treats as closed, so the flow keeps working in an org that renamed it.

Field	Type		Details
Case ID	`string`	Required	5005f00000XyzAAAAQ — the case to close
Closed Status	`string`		Leave blank to use your org's own closed status
Reason for Closing	`string`		Instructions not clear, Equipment complexity — must match your org's Case Reason list
Additional Fields	`object`		{"Resolution__c":"Replaced the toner cartridge"}

Returns: id, result, tool_result, success, error

Salesforce: Delete Case Comment

crm/salesforce/case_comment_delete · Action

Remove a comment from a Salesforce case — for a note posted in error, or one published to the customer portal by mistake. Give it the comment's ID, not the case's.

Field	Type		Details
Comment ID	`string`	Required	00a5f00000XyzAAAAQ — the comment, not the case

Returns: id, result, tool_result, success, error

Salesforce: Get Many Case Comments

crm/salesforce/case_comment_get_all · Action

Read the comments on a Salesforce case, newest first. Set Limit to 1 to grab just the latest reply — the usual way to push an agent's update into Slack or Teams.

Field	Type		Details
Case ID	`string`	Required	5005f00000XyzAAAAQ — the case whose comments you want
Fields	`string`		Leave blank for the usual comment columns, or list them: CommentBody,CreatedDate
Only Comments the Customer Can See	`boolean`
Sort By	`string`		CreatedDate DESC — newest first (the default)
Return All (fetch every comment)	`boolean`
Limit	`integer`		50 by default, up to 2000 (ignored when Return All is on)

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Create Case

crm/salesforce/case_create · Action

Raise a support case in Salesforce from an email, phone call or web form, and link it to the customer's account or contact. Every field is optional — Salesforce accepts a case with nothing but a subject.

Field	Type	Details
Subject	`string`	Printer not working after the office move
Description	`text`	The full detail of the problem, in the customer's own words
Status	`string`	New, Working or Escalated (must match a status in your org)
Priority	`string`	High, Medium or Low
Case Type	`string`	Problem, Question or Feature Request
How It Came In	`string`	Phone, Email or Web
Reason	`string`	Instructions not clear, Equipment complexity…
Account	`string`	The customer's account ID, e.g. 0015f00000XyzAAAAQ
Contact	`string`	The person who reported it, e.g. 0035f00000XyzAAAAQ
Assign To	`string`	Salesforce user ID (005…) or support queue ID (00G…)
Parent Case	`string`	Group this under an existing case, e.g. 5005f00000XyzAAAAQ
Record Type	`string`	Only if your org uses record types, e.g. 0125f000000XyzAAA
Escalated	`boolean`
Reported By (Name)	`string`	Jane Smith — for someone not yet in Salesforce
Reported By (Email)	`string`	jane.smith@acme.com
Reported By (Phone)	`string`	+44 20 7946 0958
Reported By (Company)	`string`	Acme Ltd
Additional Fields	`object`	{"Custom_Field__c":"value","SLA_Tier__c":"Gold"}
Fetch the Saved Case (adds the Case Number)	`boolean`

Returns: id, result, tool_result, success, error

Salesforce: Delete Case

crm/salesforce/case_delete · Action

Send a Salesforce case to the Recycle Bin. It is recoverable there for 15 days, so this is not permanent — but the case disappears from list views and reports straight away.

Field	Type		Details
Case ID	`string`	Required	5005f00000XyzAAAAQ — the case to delete

Returns: id, result, tool_result, success, error

Salesforce: Describe Case Object

crm/salesforce/case_describe · Action

Check what your Salesforce connection is allowed to do with cases, and list the cases this user has viewed recently. Optionally list the Status, Priority, Type, Origin and Reason values your org actually accepts.

Field	Type		Details
List the Status, Priority, Type, Origin and Reason Values	`boolean`

Returns: id, result, tool_result, success, error

Salesforce: Get Case

crm/salesforce/case_get · Action

Look up a single Salesforce case by its record ID and return its details. Leave Fields blank to get everything the connected user can see.

Field	Type		Details
Case ID	`string`	Required	5005f00000XyzAAAAQ — the case record ID
Fields	`string`		Leave blank for every field, or list them: CaseNumber,Subject,Status,Priority

Returns: id, result, tool_result, success, error

Salesforce: Get Many Cases

crm/salesforce/case_get_all · Action

List Salesforce cases, optionally filtered — open cases, cases for one account, cases raised this week. Enable Return All to fetch every match rather than a single page.

Field	Type	Details
Fields	`string`	Leave blank for the usual case columns, or list them: CaseNumber,Subject,Status
Filter On	`string`	Status — the field to filter by
Comparison	`string`	Defaults to Equals — choices: Equals, Does not equal, Less than, Less than or equal to, Greater than, Greater than or equal to, Contains (use % as the wildcard), Does not contain (use % as the wildcard), Is one of (comma-separated), Is not one of (comma-separated)
Value	`string`	New — or a date shortcut such as TODAY or LAST_N_DAYS:7
More Filters	`object`	[{"field":"Priority","operator":"=","value":"High"},{"field":"IsClosed","operator":"=","value":"false"}]
Match ANY filter instead of all	`boolean`
Sort By	`string`	CreatedDate DESC — newest first
Return All (fetch every match)	`boolean`
Limit	`integer`	50 by default, up to 2000 (ignored when Return All is on)
Include Deleted Cases	`boolean`

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Update Case

crm/salesforce/case_update · Action

Change an existing Salesforce case — reassign it, raise its priority, escalate it or move it to the next status. Fields you leave blank are left exactly as they are.

Field	Type		Details
Case ID	`string`	Required	5005f00000XyzAAAAQ — the case to change
Subject	`string`		Leave blank to keep the current subject
Description	`text`		Leave blank to keep the current description
Status	`string`		Working, Escalated or Closed (must match a status in your org)
Priority	`string`		High, Medium or Low
Case Type	`string`		Problem, Question or Feature Request
How It Came In	`string`		Phone, Email or Web
Reason	`string`		Instructions not clear, Equipment complexity…
Account	`string`		Move the case to another account, e.g. 0015f00000XyzAAAAQ
Contact	`string`		0035f00000XyzAAAAQ
Reassign To	`string`		Salesforce user ID (005…) or support queue ID (00G…)
Parent Case	`string`		Group this under an existing case, e.g. 5005f00000XyzAAAAQ
Record Type	`string`		Only if your org uses record types, e.g. 0125f000000XyzAAA
Escalated	`boolean`
Reported By (Name)	`string`		Jane Smith
Reported By (Email)	`string`		jane.smith@acme.com
Reported By (Phone)	`string`		+44 20 7946 0958
Reported By (Company)	`string`		Acme Ltd
Additional Fields	`object`		{"SLA_Tier__c":"Gold"} — or {"Description":null} to clear a field

Returns: id, result, tool_result, success, error

Salesforce: Create or Update Case

crm/salesforce/case_upsert · Action

Create a Salesforce case, or update the existing one with the same reference. Use it to sync tickets from another system without ever creating a duplicate, however many times the flow re-runs.

Field	Type		Details
Match On Field	`string`	Required	Zendesk_Ticket__c — must be marked External ID in Salesforce
Match On Value	`string`	Required	The reference from the other system, e.g. ZD-10482
Subject	`string`		Printer not working after the office move
Description	`text`		The full detail of the problem, in the customer's own words
Status	`string`		New, Working or Escalated (must match a status in your org)
Priority	`string`		High, Medium or Low
Case Type	`string`		Problem, Question or Feature Request — must match your org's Case Type list
How It Came In	`string`		Phone, Email or Web
Reason	`string`		Instructions not clear, Equipment complexity — must match your org's Case Reason list
Account	`string`		The customer's account ID, e.g. 0015f00000XyzAAAAQ
Contact	`string`		The person who reported it, e.g. 0035f00000XyzAAAAQ
Assign To	`string`		Salesforce user ID (005…) or support queue ID (00G…)
Parent Case	`string`		Group this under an existing case, e.g. 5005f00000XyzAAAAQ
Record Type	`string`		Only if your org uses record types, e.g. 0125f000000XyzAAA
Escalated	`boolean`
Reported By (Name)	`string`		Jane Smith — for someone not yet in Salesforce
Reported By (Email)	`string`		jane.smith@acme.com
Reported By (Phone)	`string`		+44 20 7946 0958
Reported By (Company)	`string`		Acme Ltd
Additional Fields	`object`		{"Custom_Field__c":"value","SLA_Tier__c":"Gold"}

Returns: id, result, tool_result, success, error

09Contact

Salesforce: Add Note to Contact (Classic)

crm/salesforce/contact_add_note · Action

Attach a note to a contact using Salesforce's Classic Notes. If your org uses Lightning Enhanced Notes, notes added this way appear under Notes & Attachments rather than the Notes panel.

Field	Type		Details
Contact ID	`string`	Required	0035f00000XyzAbAAJ — from the contact's Salesforce URL
Note Title	`string`	Required	Call summary — 25 July
Note	`text`		What was discussed (up to 32,000 characters)
Private (only the owner can see it)	`boolean`
Note Owner	`string`		Salesforce user ID, e.g. 0055f000004XyzAAB — defaults to the connected user
Additional Fields	`object`		{"Custom_Field__c":"value"}

Returns: id, result, tool_result, success, error

Salesforce: Add Contact to Campaign

crm/salesforce/contact_add_to_campaign · Action

Sign a contact up to a Salesforce campaign with a member status such as Sent, Registered or Responded. Optionally update their status if they are already on the list.

Field	Type		Details
Contact ID	`string`	Required	0035f00000XyzAbAAJ — from the contact's Salesforce URL
Campaign ID	`string`	Required	7015f000000XyzAAA — from the campaign's Salesforce URL
Member Status	`string`		Sent, Responded, Registered… (must match this campaign's statuses)
Update Their Status if Already a Member	`boolean`
Additional Fields	`object`		{"HasResponded":true,"Custom_Field__c":"value"}

Returns: id, result, tool_result, success, error

Salesforce: Create Contact

crm/salesforce/contact_create · Action

Add a new contact to Salesforce. Last Name is the only field Salesforce insists on; link the contact to a company with Account, and use Additional Fields for anything custom to your org.

Field	Type		Details
Last Name	`string`	Required	Smith
First Name	`string`		Jane
Middle Name	`string`		Alexandra (only if your org has middle names switched on)
Suffix	`string`		Jr, PhD (only if your org has suffixes switched on)
Salutation	`string`		Mr, Mrs, Ms or Dr
Account	`string`		The company this person works for, e.g. 0015f00000XyzAbAAJ
Job Title	`string`		Head of Operations
Department	`string`		Finance
Email Address	`string`		jane.smith@acme.com
Phone Number	`string`		+44 20 7946 0958
Mobile Number	`string`		+44 7700 900123
Home Phone	`string`		+44 20 7946 0100
Other Phone	`string`		+44 20 7946 0200
Fax Number	`string`		+44 20 7946 0999
Mailing Street	`string`		12 High Street
Mailing Town or City	`string`		London
Mailing County or State	`string`		California — must match your org's State list, if it uses one
Mailing Postcode	`string`		SW1A 1AA
Mailing Country	`string`		United Kingdom
Other Street	`string`		Second address, e.g. 4 Mill Lane
Other Town or City	`string`		Manchester
Other County or State	`string`		California — must match your org's State list, if it uses one
Other Postcode	`string`		M1 2AB
Other Country	`string`		United Kingdom
Lead Source	`string`		Web, Phone Enquiry, Partner Referral…
Description	`text`		Background on this person
Assistant Name	`string`		Chris Taylor
Assistant Phone	`string`		+44 20 7946 0300
Date of Birth	`datetime`
Email Bounced Date	`datetime`
Email Bounced Reason	`string`		Mailbox full
Opted Out of Email	`boolean`
Pronouns	`string`		She/Her (only if your org has Pronouns switched on)
Gender Identity	`string`		Only if your org has Gender Identity switched on
Data.com Key	`string`		Data.com (Jigsaw) record key, if your org uses it
Assign To	`string`		Salesforce user ID, e.g. 0055f000004XyzAAB
Record Type	`string`		Record type ID, e.g. 0125f000000XyzAAA
Additional Fields	`object`		{"Custom_Field__c":"value","Region__c":"South"}

Returns: id, result, tool_result, success, error

Salesforce: Delete Contact

crm/salesforce/contact_delete · Action

Send a contact to the Salesforce Recycle Bin, where an administrator can restore it for the next 15 days.

Field	Type		Details
Contact ID	`string`	Required	0035f00000XyzAbAAJ — from the contact's Salesforce URL

Returns: id, result, tool_result, success, error

Salesforce: Get Contact Metadata

crm/salesforce/contact_describe · Action

Fetch details about the Contact object in your org — what it is called, what the connected user may do with it, and the contacts they viewed recently. Useful as a quick connection check.

Field	Type		Details
Include Every Field and Picklist	`boolean`

Returns: id, result, tool_result, success, error

Salesforce: Get Contact

crm/salesforce/contact_get · Action

Fetch a single contact by its Salesforce record ID, with every field the connected user can see. Narrow it to specific fields if you only need a few.

Field	Type		Details
Contact ID	`string`	Required	0035f00000XyzAbAAJ — from the contact's Salesforce URL
Fields	`string`		FirstName, LastName, Email — leave blank for every field

Returns: id, result, tool_result, success, error

Salesforce: Get Many Contacts

crm/salesforce/contact_get_all · Action

List contacts, optionally filtered and sorted. Turn on Return All to fetch every match, or set a limit for a single page. No query writing needed.

Field	Type	Details
Fields	`string`	FirstName, LastName, Email, Phone — blank for the usual few
Filter Field	`string`	Email, AccountId, LastModifiedDate…
Filter Comparison	`string`	Equals — choices: Equals, Does not equal, Less than, Less than or equal to, Greater than, Greater than or equal to, Matches (use % as a wildcard), Does not match (use % as a wildcard), Is one of (comma-separated), Is not one of (comma-separated)
Filter Value	`string`	jane.smith@acme.com — or TODAY, LAST_N_DAYS:7 for dates
More Filters	`object`	[{"field":"Department","operator":"=","value":"Finance"}]
Match ANY filter instead of all	`boolean`
Sort By	`string`	LastModifiedDate DESC, LastName ASC
Return All (fetch every match)	`boolean`
Limit	`integer`	50 (max 2000); ignored when Return All is on
Include Deleted and Archived	`boolean`

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Update Contact

crm/salesforce/contact_update · Action

Change one or more fields on an existing contact. Anything you leave blank is left exactly as it is in Salesforce, so you can update a single phone number without touching the rest.

Field	Type		Details
Contact ID	`string`	Required	0035f00000XyzAbAAJ — from the contact's Salesforce URL
Last Name	`string`		Smith
First Name	`string`		Jane
Middle Name	`string`		Alexandra (only if your org has middle names switched on)
Suffix	`string`		Jr, PhD (only if your org has suffixes switched on)
Salutation	`string`		Mr, Mrs, Ms or Dr
Account	`string`		The company this person works for, e.g. 0015f00000XyzAbAAJ
Job Title	`string`		Head of Operations
Department	`string`		Finance
Email Address	`string`		jane.smith@acme.com
Phone Number	`string`		+44 20 7946 0958
Mobile Number	`string`		+44 7700 900123
Home Phone	`string`		+44 20 7946 0100
Other Phone	`string`		+44 20 7946 0200
Fax Number	`string`		+44 20 7946 0999
Mailing Street	`string`		12 High Street
Mailing Town or City	`string`		London
Mailing County or State	`string`		California — must match your org's State list, if it uses one
Mailing Postcode	`string`		SW1A 1AA
Mailing Country	`string`		United Kingdom
Other Street	`string`		Second address, e.g. 4 Mill Lane
Other Town or City	`string`		Manchester
Other County or State	`string`		California — must match your org's State list, if it uses one
Other Postcode	`string`		M1 2AB
Other Country	`string`		United Kingdom
Lead Source	`string`		Web, Phone Enquiry, Partner Referral…
Description	`text`		Background on this person
Assistant Name	`string`		Chris Taylor
Assistant Phone	`string`		+44 20 7946 0300
Date of Birth	`datetime`
Email Bounced Date	`datetime`
Email Bounced Reason	`string`		Mailbox full
Opted Out of Email	`boolean`
Pronouns	`string`		She/Her (only if your org has Pronouns switched on)
Gender Identity	`string`		Only if your org has Gender Identity switched on
Data.com Key	`string`		Data.com (Jigsaw) record key, if your org uses it
Assign To	`string`		Salesforce user ID, e.g. 0055f000004XyzAAB
Record Type	`string`		Record type ID, e.g. 0125f000000XyzAAA
Additional Fields	`object`		{"Custom_Field__c":"value","Region__c":"South"}

Returns: id, result, tool_result, success, error

Salesforce: Create or Update Contact

crm/salesforce/contact_upsert · Action

Create a contact, or update the one that already matches. Salesforce matches on a field you choose — usually Email — so re-running a flow updates the same person instead of adding a duplicate.

Field	Type		Details
Match On	`string`	Required	Email — or another External ID field on Contact
Match Value	`string`	Required	jane.smith@acme.com — the value to look for
Last Name	`string`		Smith — needed only if this creates a new contact
First Name	`string`		Jane
Middle Name	`string`		Alexandra (only if your org has middle names switched on)
Suffix	`string`		Jr, PhD (only if your org has suffixes switched on)
Salutation	`string`		Mr., Mrs., Ms. or Dr. — must match your org's Salutation list
Account	`string`		The company this person works for, e.g. 0015f00000XyzAbAAJ
Job Title	`string`		Head of Operations
Department	`string`		Finance
Email Address	`string`		jane.smith@acme.com
Phone Number	`string`		+44 20 7946 0958
Mobile Number	`string`		+44 7700 900123
Home Phone	`string`		+44 20 7946 0100
Other Phone	`string`		+44 20 7946 0200
Fax Number	`string`		+44 20 7946 0999
Mailing Street	`string`		12 High Street
Mailing Town or City	`string`		London
Mailing County or State	`string`		California — must match your org's State list, if it uses one
Mailing Postcode	`string`		SW1A 1AA
Mailing Country	`string`		United Kingdom
Other Street	`string`		Second address, e.g. 4 Mill Lane
Other Town or City	`string`		Manchester
Other County or State	`string`		California — must match your org's State list, if it uses one
Other Postcode	`string`		M1 2AB
Other Country	`string`		United Kingdom
Lead Source	`string`		Web, Trade Show, Advertisement — must match your org's Lead Source list
Description	`text`		Background on this person
Assistant Name	`string`		Chris Taylor
Assistant Phone	`string`		+44 20 7946 0300
Date of Birth	`datetime`
Email Bounced Date	`datetime`
Email Bounced Reason	`string`		Mailbox full
Opted Out of Email	`boolean`
Pronouns	`string`		She/Her (only if your org has Pronouns switched on)
Gender Identity	`string`		Only if your org has Gender Identity switched on
Data.com Key	`string`		Data.com (Jigsaw) record key, if your org uses it
Assign To	`string`		Salesforce user ID, e.g. 0055f000004XyzAAB
Record Type	`string`		Record type ID, e.g. 0125f000000XyzAAA
Additional Fields	`object`		{"Custom_Field__c":"value","Region__c":"South"}

Returns: id, result, tool_result, success, error

10Contract

Salesforce: Activate Contract

crm/salesforce/contract_activate · Action

Mark a signed contract as Activated so it counts as live. Salesforce stamps who activated it and when. Activating is one-way, so this is the step to run once the signature is actually in.

Field	Type		Details
Contract ID	`string`	Required	8005f000001AbCdAAK - the contract to activate, not its contract number
Status To Set (leave blank to activate - only change this if your org renamed its live status)	`string`		Leave blank to use Activated - Draft and In Approval Process do NOT activate a contract

Returns: id, result, tool_result, success, error

Salesforce: Create Contract

crm/salesforce/contract_create · Action

Set up a contract against a customer's account - when it starts, how many months it runs for and who signed it. Salesforce gives it its own contract number and works the end date out from the term, so this is the record to hang the signed PDF off. New contracts always start as a draft; add an Activate Contract step to make one live.

Field	Type		Details
Customer (Account)	`string`	Required	0015f00000AbCdEAAV - the account this contract is with; Salesforce will not create a contract without one
Status	`string`		Leave blank - a new contract always starts as Draft. Move it on afterwards with Update Contract, or make it live with Activate Contract
Start Date	`datetime`		2026-08-01 (the date only) - the end date is worked out from this plus the term
Contract Term (Months)	`integer`		12 - the length of the contract in MONTHS, not days or years
Owner	`string`		0055f00000AbCdEAAV - leave blank and the connected Salesforce user owns it
Remind The Owner (Days Before The End)	`string`		60 - Salesforce only accepts 15, 30, 45, 60, 90 or 120; anything else is refused
Price Book	`string`		01s5f000004AbCdAAK - the price list to use for products on this contract
Signed By (Your Side)	`string`		0055f00000AbCdEAAV - the Salesforce user who signed for your company
Date You Signed	`datetime`		2026-07-24 (the date only)
Signed By (Customer Contact)	`string`		0035f00000XyZabAAF - the contact who signed for the customer
Customer Signatory's Job Title	`string`		Operations Director
Date The Customer Signed	`datetime`		2026-07-25 (the date only)
Special Terms	`text`		Anything agreed that differs from your standard terms
Description	`text`		Background on the contract, visible to everyone on the account
Billing Street	`text`		1 Deansgate
Billing City	`string`		Manchester
Billing County / State	`string`		Leave this blank unless your org's State list has an entry for it - most orgs check it against a fixed list and refuse anything typed by hand
Billing Postcode	`string`		M1 1AA
Billing Country	`string`		United Kingdom
Record Type	`string`		0125f000000AbCdAAK - only if your org uses record types on contracts
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other Salesforce field on the contract

Returns: id, result, tool_result, success, error

Salesforce: Delete Contract

crm/salesforce/contract_delete · Action

Send a contract to the Salesforce Recycle Bin, where an administrator can restore it for 15 days. Activated contracts can be deleted too, so use this carefully on anything live.

Field	Type		Details
Contract ID	`string`	Required	8005f000001AbCdAAK - the contract to delete, not its contract number

Returns: id, result, tool_result, success, error

Salesforce: Get Contract

crm/salesforce/contract_get · Action

Look up one contract by its Salesforce ID and return everything on it - its contract number, status, start date, term, the end date Salesforce works out for you, who signed it and every custom field.

Field	Type		Details
Contract ID	`string`	Required	8005f000001AbCdAAK - the contract's Salesforce ID, not its contract number
Fields	`string`		ContractNumber,Status,StartDate,EndDate,ContractTerm - leave blank to return every field

Returns: id, result, tool_result, success, error

Salesforce: Get Many Contracts

crm/salesforce/contract_get_all · Action

List contracts from Salesforce - everything ending in the next 60 days, every contract on one account, everything still in Draft. Pair it with a schedule and an email step and you have a renewals reminder. Turn on Return All to fetch every match instead of one page.

Field	Type	Details
Fields	`string`	ContractNumber,Status,StartDate,EndDate - leave blank for the usual contract fields
Ends On Or After	`string`	TODAY - or a date like 2026-08-01; always applies, even with Match ANY on
Ends On Or Before	`string`	NEXT_N_DAYS:60 - the renewals window; always applies, even with Match ANY on
Status	`string`	Activated, Draft or In Approval Process
Customer (Account)	`string`	0015f00000AbCdEAAV - only contracts with this account
Owner	`string`	0055f00000AbCdEAAV - only contracts owned by this Salesforce user
Filter Field	`string`	One more field to filter on, e.g. ContractTerm or Renewal_Owner__c
Filter Comparison	`string`	How to compare the field (defaults to Equals) — choices: Equals, Does Not Equal, Less Than, Less Than Or Equal To, Greater Than, Greater Than Or Equal To, Contains (use % as the wildcard), Does Not Contain (use % as the wildcard), Is One Of (comma-separated), Is Not One Of (comma-separated)
Filter Value	`string`	What to compare against, e.g. 12, THIS_YEAR, 2026-09-01
More Filters	`object`	[{"field":"ContractTerm","operator":">=","value":"12"},{"field":"Status","operator":"=","value":"Activated"}]
Match ANY filter instead of all	`boolean`	Off: a contract has to match every filter. On: matching any one of them is enough. Ends On Or After / Before always apply either way
Sort By	`string`	EndDate ASC - or ContractNumber DESC
Limit	`integer`	50 by default, up to 2000 - ignored when Return All is on
Return All	`boolean`	Tick to keep fetching pages until every matching contract has been collected
Include Deleted	`boolean`	Tick to include contracts sitting in the Salesforce Recycle Bin

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Update Contract

crm/salesforce/contract_update · Action

Change a contract in Salesforce - push the start date, extend the term, record the signatures, hand it to a new owner. Anything you leave blank is left exactly as it was.

Field	Type		Details
Contract ID	`string`	Required	8005f000001AbCdAAK - the contract to change, not its contract number
Status	`string`		Draft, In Approval Process or Activated - note that Activated cannot be undone
Start Date	`datetime`		2026-08-01 (the date only) - the end date is worked out from this plus the term
Contract Term (Months)	`integer`		24 - the length of the contract in MONTHS, not days or years
Customer (Account)	`string`		0015f00000AbCdEAAV - the account this contract is with
Owner	`string`		0055f00000AbCdEAAV - the Salesforce user who should own the contract
Remind The Owner (Days Before The End)	`string`		60 - Salesforce only accepts 15, 30, 45, 60, 90 or 120; anything else is refused
Price Book	`string`		01s5f000004AbCdAAK - the price list to use for products on this contract
Signed By (Your Side)	`string`		0055f00000AbCdEAAV - the Salesforce user who signed for your company
Date You Signed	`datetime`		2026-07-24 (the date only)
Signed By (Customer Contact)	`string`		0035f00000XyZabAAF - the contact who signed for the customer
Customer Signatory's Job Title	`string`		Operations Director
Date The Customer Signed	`datetime`		2026-07-25 (the date only)
Special Terms	`text`		Anything agreed that differs from your standard terms
Description	`text`		Background on the contract, visible to everyone on the account
Billing Street	`text`		1 Deansgate
Billing City	`string`		Manchester
Billing County / State	`string`		Leave this blank unless your org's State list has an entry for it - most orgs check it against a fixed list and refuse anything typed by hand
Billing Postcode	`string`		M1 1AA
Billing Country	`string`		United Kingdom
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other Salesforce field on the contract

Returns: id, result, tool_result, success, error

11Custom

Salesforce: Create Custom Object Record

crm/salesforce/custom_object_create · Action

Add a record to one of your organisation's own Salesforce objects — an Invoice, a Booking, a Property, whatever your administrator has built. Fill in the standard Name, Owner and Record Type, and supply the object's own fields as JSON.

Field	Type		Details
Custom Object	`string`	Required	Invoice__c — the object's API name, which almost always ends in __c
Record Name	`string`		INV-1042 — leave blank if this object numbers its records automatically
Owner	`string`		005... — the Salesforce user who should own the record (defaults to the connected user)
Record Type	`string`		012... — only needed when this object uses record types
Fields (JSON)	`object`		{"Amount__c":250,"Due_Date__c":"2026-08-01","Status__c":"Draft"} — keyed by Salesforce field API name

Returns: id, result, tool_result, success, error

Salesforce: Delete Custom Object Record

crm/salesforce/custom_object_delete · Action

Send a record of one of your organisation's own Salesforce objects to the Recycle Bin. It stays recoverable there for 15 days, so this is not immediately permanent.

Field	Type		Details
Custom Object	`string`	Required	Invoice__c — the object's API name, which almost always ends in __c
Record ID	`string`	Required	a015f00000ABCdeAAF — 15 or 18 characters, from the record's web address

Returns: id, result, tool_result, success, error

Salesforce: Get Custom Object Record

crm/salesforce/custom_object_get · Action

Read a single record from one of your organisation's own Salesforce objects using its record ID. Returns every field the connected Salesforce user can see, or just the ones you name.

Field	Type		Details
Custom Object	`string`	Required	Invoice__c — the object's API name, which almost always ends in __c
Record ID	`string`	Required	a015f00000ABCdeAAF — 15 or 18 characters, from the record's web address
Fields	`string`		Comma-separated fields to return, e.g. Name,Amount__c,Status__c (leave blank for all of them)

Returns: id, result, tool_result, success, error

Salesforce: Get Many Custom Object Records

crm/salesforce/custom_object_get_all · Action

List records from one of your organisation's own Salesforce objects, narrowed by a filter and sorted however you like. Turn on Return All to page through every match.

Field	Type		Details
Custom Object	`string`	Required	Invoice__c — the object's API name, which almost always ends in __c
Fields	`string`		Comma-separated fields to return, e.g. Name,Amount__c,Status__c (blank returns Id, Name and Last Modified)
Filter Field	`string`		Status__c — leave blank to return everything
Filter Comparison	`string`		Equals — choices: Equals, Does Not Equal, Less Than, Less Than Or Equal To, Greater Than, Greater Than Or Equal To, Contains (use % as the wildcard), Does Not Contain (use % as the wildcard), Is Any Of (IN), Is None Of (NOT IN)
Filter Value	`string`		Open — dates also accept TODAY, THIS_MONTH or LAST_N_DAYS:7; Is Any Of takes a comma-separated list
More Filters	`object`		[{"field":"Amount__c","operator":">","value":"10000"}] — extra conditions on top of the one above
Match ANY filter instead of all	`boolean`
Sort By	`string`		CreatedDate DESC — a field name, optionally with ASC or DESC
Return All (page through every match)	`boolean`
Limit	`integer`		50 records (max 2000); ignored when Return All is on
Include Records In The Recycle Bin	`boolean`

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Update Custom Object Record

crm/salesforce/custom_object_update · Action

Change fields on an existing record of one of your organisation's own Salesforce objects. Only the fields you fill in are sent, so everything else on the record is left exactly as it was.

Field	Type		Details
Custom Object	`string`	Required	Invoice__c — the object's API name, which almost always ends in __c
Record ID	`string`	Required	a015f00000ABCdeAAF — 15 or 18 characters, from the record's web address
Record Name	`string`		INV-1042 — leave blank to keep the current name
Owner	`string`		005... — the Salesforce user to hand the record to (leave blank to keep the current owner)
Record Type	`string`		012... — only needed when moving the record to a different record type
Fields (JSON)	`object`		{"Status__c":"Paid","Paid_On__c":"2026-08-01"} — keyed by Salesforce field API name

Returns: id, result, tool_result, success, error

Salesforce: Create or Update Custom Object Record

crm/salesforce/custom_object_upsert · Action

Find a record on one of your organisation's own Salesforce objects by an External ID field and update it, or create it if nothing matches. This is how you keep Salesforce in step with another system without ever creating duplicates.

Field	Type		Details
Custom Object	`string`	Required	Invoice__c — the object's API name, which almost always ends in __c
Match On Field	`string`	Required	Invoice_Number__c — must be ticked as an External ID on the field in Salesforce Setup
Match On Value	`string`	Required	INV-1042 — the value to look for in that field
Record Name	`string`		INV-1042 — leave blank if this object numbers its records automatically
Owner	`string`		005... — the Salesforce user who should own the record
Record Type	`string`		012... — only needed when this object uses record types
Fields (JSON)	`object`		{"Amount__c":250,"Status__c":"Sent"} — keyed by Salesforce field API name

Returns: id, result, tool_result, success, error

12Email

Salesforce: Log Email

crm/salesforce/email_message_create · Action

Record an email sent or received against a Case or another Salesforce record, so the whole thread is visible on the record.

Field	Type	Details
Case	`string`	5005f00000AbcDEAA — the Case this email belongs to
Related To Object	`string`	Opportunity — narrows the Related To Record picker
Related To Record	`string`	0065f00000AbcDEAA — an Account, Opportunity or other record the email is about
Subject	`string`	Re: Your order #1042
Message	`text`	The plain text of the email
Message (HTML)	`text`	<p>The HTML version of the email</p>
From Address	`string`	jane@acme.com
From Name	`string`	Jane Bloggs
To Address	`string`	support@mycompany.com; sales@mycompany.com
CC Address	`string`	manager@mycompany.com
BCC Address	`string`	archive@mycompany.com
This Email Came In (rather than went out)	`boolean`
Status	`string`	Defaults to New for incoming email and Sent for outgoing — choices: New, Read, Replied, Sent, Forwarded, Draft
Date Sent or Received	`datetime`	Defaults to now if left empty
Visible to Customers in the Portal	`boolean`
Additional Fields	`object`	{"Headers":"...","ThreadIdentifier":"ref:_00D..."} — any other EmailMessage field

Returns: id, result, tool_result, success, error

Salesforce: Get Many Emails

crm/salesforce/email_message_get_all · Action

Read the emails logged against a Case or another Salesforce record, newest first. Enable Return All to fetch every message in the thread.

Field	Type	Details
Case	`string`	5005f00000AbcDEAA — read the email thread on this Case
Related To Record	`string`	0065f00000AbcDEAA — read emails linked to this Account, Opportunity or other record
Direction	`string`	All emails unless you narrow it — choices: Any, Received Only, Sent Only
Fields	`string`	Comma-separated fields to return (optional)
More Filters	`object`	[{"field":"FromAddress","operator":"=","value":"jane@acme.com"}]
Sort By	`string`	MessageDate DESC (the default) — or Subject ASC
Return All (fetch every matching email)	`boolean`
Limit	`integer`	50 by default, up to 2000; ignored when Return All is on
Include Deleted and Archived Emails	`boolean`

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Send Email

crm/salesforce/email_send · Action

Send an email through Salesforce, optionally from an email template and logged against a record so it shows in the timeline.

Field	Type	Details
Send To	`string`	jane@acme.com, accounts@acme.com
Subject	`string`	Your order is on its way
Message	`text`	Hi Jane, thanks for getting in touch...
Message (HTML)	`text`	<p>Hi Jane,</p> — use this instead of Message, not as well as
Email Template	`string`	00X5f000000AbcDEA2 — a template written by your Salesforce admin
Recipient Record	`string`	0035f00000AbcDEAA — the Contact, Lead or User being emailed
Related Record	`string`	0065f00000AbcDEAA — the record the email is about, and where it is logged
Send From	`string`	Who the email appears to come from — choices: The Connected User, The Default Workflow User, An Org-Wide Email Address
Org-Wide Email Address	`string`	noreply@acme.com, or the address record ID — must be verified in Salesforce
Log This Email on the Record	`boolean`
Keep Line Breaks in the Message	`boolean`
Additional Fields	`object`	{"emailAddressesArray":["jane@acme.com"]} — any other Send Email input, including CC and BCC

Returns: id, result, tool_result, success, error

13Event

Salesforce: Create Event

crm/salesforce/event_create · Action

Put a meeting, site visit or call in the diary in Salesforce and link it to the person and the deal it is about — the step that turns an online booking into an appointment on the rep's calendar.

Field	Type	Details
Subject	`string`	Discovery call
Starts	`datetime`	When the appointment starts
Ends	`datetime`	When it finishes — or give a Length instead
Length (minutes)	`integer`	30 — used when there is no finish time
All-Day Event	`boolean`
Event Date (all-day)	`datetime`	The day an all-day event falls on
Location	`string`	Head office, Teams, or a customer address
Description	`text`	Agenda, joining details, anything the attendee needs
Whose Calendar	`string`	Salesforce user ID of the person the event belongs to
Contact or Lead	`string`	Record ID of the person you are meeting, e.g. 0035f00000AbCdEAAV
Related Record	`string`	Record ID of the account, opportunity or case this is about
Show Time As	`string`	Busy, Free or OutOfOffice
Private	`boolean`
Event Kind	`string`	Event — cannot be changed afterwards
Record Type	`string`	Record type ID, if your org uses them for events
Set a Reminder	`boolean`
Remind At	`datetime`	When Salesforce should nudge the owner
Repeats	`boolean`
Repeats How Often	`string`	RecursDaily, RecursWeekly, RecursMonthly or RecursYearly
Repeat Every	`integer`	2 with RecursWeekly means every other week
Repeat On Days	`string`	Monday, Wednesday, Friday
Repeat On Day of Month	`integer`	15
Repeat On Which Week	`string`	First, Second, Third, Fourth or Last
Repeat In Month	`string`	Only used by a yearly repeat — choices: January, February, March, April, May, June, July, August, September, October, November, December
Repeat From	`datetime`	First occurrence of the repeating series
Repeat Until	`datetime`	Last day of the repeating series
Time Zone	`string`	Europe/London
Additional Fields (JSON)	`object`	{"Custom_Field__c":"value"}

Returns: id, result, tool_result, success, error

Salesforce: Delete Event

crm/salesforce/event_delete · Action

Take a single appointment out of the Salesforce diary. It goes to the Recycle Bin rather than disappearing, so it can still be restored for the next 15 days.

Field	Type		Details
Event ID	`string`	Required	00U5f00000AbCdEEAV

Returns: id, result, tool_result, success, error

Salesforce: Cancel Event Series

crm/salesforce/event_delete_series · Action

Cancel a repeating Salesforce appointment from one occurrence onwards — the standing weekly check-in that stops when a customer leaves. Earlier occurrences stay in the calendar as a record of what happened.

Field	Type		Details
Cancel From This Event Onwards	`string`	Required	00U5f00000AbCdEEAV — the first occurrence to cancel

Returns: id, result, tool_result, success, error

Salesforce: Get Event

crm/salesforce/event_get · Action

Look up one calendar event in Salesforce by its record ID and return everything on it — when it is, where it is, who it is with.

Field	Type		Details
Event ID	`string`	Required	00U5f00000AbCdEEAV
Fields	`string`		Subject, StartDateTime, Location — leave blank for every field

Returns: id, result, tool_result, success, error

Salesforce: Get Many Events

crm/salesforce/event_get_all · Action

See what is in the diary — every Salesforce event in a date range, on one person's calendar, or booked against a particular customer or deal.

Field	Type	Details
Fields To Return	`string`	Id, Subject, StartDateTime, Location — leave blank for the usual ones
Starts On or After	`datetime`	Beginning of the period you want to see
Starts On or Before	`datetime`	End of the period you want to see
Whose Calendar	`string`	Salesforce user ID of the person the events belong to
With Contact or Lead	`string`	Record ID of the person being met
Related Record	`string`	Record ID of the account, opportunity or case
Filter Field	`string`	Any other field to filter on, e.g. Location
Filter Comparison	`string`	How to compare the field (defaults to Equals) — choices: Equals, Does Not Equal, Less Than, Less Than Or Equal To, Greater Than, Greater Than Or Equal To, Contains (use % as the wildcard), Does Not Contain (use % as the wildcard), Is One Of (comma-separated), Is Not One Of (comma-separated)
Filter Value	`string`	Head office — for Contains use % as the wildcard (%head office%); or a date shortcut like THIS_WEEK
More Filters	`object`	[{"field":"IsAllDayEvent","operator":"=","value":"false"}]
Match ANY filter instead of all	`boolean`	On, matching any one of the filters is enough. The Starts On or After / Starts On or Before dates always apply
Sort By	`string`	StartDateTime ASC
Limit	`integer`	50 (max 2000) — ignored when Return All is on
Return All (fetch every match)	`boolean`
Include Cancelled and Archived Events	`boolean`

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Update Event

crm/salesforce/event_update · Action

Move, shorten or amend an appointment already in Salesforce — a reschedule, a change of room, a different attendee. Anything left blank stays as it is.

Field	Type		Details
Event ID	`string`	Required	00U5f00000AbCdEEAV
Subject	`string`		Discovery call
Starts	`datetime`		The new start time
Ends	`datetime`		The new finish time
Length (minutes)	`integer`		30 — an alternative to a finish time
All-Day Event	`boolean`
Event Date (all-day)	`datetime`		The day an all-day event falls on
Location	`string`		Head office, Teams, or a customer address
Description	`text`		Replaces whatever is on the event now
Whose Calendar	`string`		Salesforce user ID to move the event to
Contact or Lead	`string`		Record ID of the person being met
Related Record	`string`		Record ID of the account, opportunity or case
Show Time As	`string`		Busy, Free or OutOfOffice
Private	`boolean`
Set a Reminder	`boolean`
Remind At	`datetime`		When Salesforce should nudge the owner
Additional Fields (JSON)	`object`		{"Custom_Field__c":"value"}

Returns: id, result, tool_result, success, error

14File

Salesforce: Delete File

crm/salesforce/file_delete · Action

Delete a file from Salesforce Files, including every version of it and every record it was shared with. It goes to the Recycle Bin for 15 days.

Field	Type		Details
File	`string`	Required	File ID (069…) or version ID (068…) from an upload or files list

Returns: id, result, tool_result, success, error

Salesforce: Download File

crm/salesforce/file_download · Action

Download a Salesforce file's contents so a later step can email it, save it to Drive or send it on. Accepts a file ID or a specific version ID.

Field	Type		Details
File	`string`	Required	File ID (069…) or version ID (068…) from an upload or files list
Save As	`string`		Leave blank to use the name the file has in Salesforce

Returns: id, file, file_name, content_type, size, result, tool_result, success, error

Salesforce: Get Files On A Record

crm/salesforce/file_get_all_for_record · Action

List the files attached to any Salesforce record, with their names, sizes and IDs — ready to download or forward in a later step.

Field	Type		Details
Record Type	`string`		Account, Contact, Case… — only used to help you pick the record
Record	`string`	Required	The record whose files you want, e.g. 0015f00000XyzAAB
Include Notes As Well As Files	`boolean`
Limit	`integer`		50 (max 2000)

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Attach File To Record

crm/salesforce/file_link_to_record · Action

Share a file that is already in Salesforce onto another record, so it appears in that record's Files list too. The file itself is not duplicated.

Field	Type		Details
File	`string`	Required	File ID (069…) or version ID (068…) from an upload or files list
Record Type	`string`		Account, Contact, Case… — only used to help you pick the record
Share With Record	`string`	Required	The record to attach the file to, e.g. 0015f00000XyzAAB
Permission	`string`		View Only is the safe default — choices: View Only, View and Edit, Inherit From The Record
Who Can See It	`string`		All Users means everyone with access to the record, including community users — choices: All Users, Internal Users Only, Shared Users
Additional Fields	`object`		{"Custom_Field__c":"value"}

Returns: id, result, tool_result, success, error

Salesforce: Upload File

crm/salesforce/file_upload · Action

Upload a file to Salesforce Files and optionally attach it to a record, so it shows up in the Files related list your team actually looks at.

Field	Type		Details
File Title	`string`	Required	Signed contract — Acme Ltd
File	`string`	Required	The file from an earlier step, or base64 content
File Name	`string`		contract.pdf — the extension sets the file type; blank uses the title
Description	`text`		What this file is, for whoever finds it later
File Owner	`string`		Salesforce user ID, e.g. 0055f000004XyzAAB — blank means you
Attach To (record type)	`string`		Contact, Account, Opportunity… — only used to help you pick the record
Attach To Record	`string`		Record ID the file belongs to, e.g. 0035f00000XyzAAB
Additional Fields	`object`		{"Document_Type__c":"Contract"}

Returns: id, content_document_id, result, tool_result, success, error

15Flow

Salesforce: Get Many Flows

crm/salesforce/flow_get_all · Action

List the Salesforce flows that can be run from an automation, with the exact name to use in Run Flow.

Field	Type		Details
Name Contains	`string`		welcome — leave blank to list every flow
Limit	`integer`		Most flows to return — leave blank for all of them

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Run Flow

crm/salesforce/flow_invoke · Action

Run one of your Salesforce flows and pass it the values it asks for. Use this to trigger automation your Salesforce administrator has already built.

Field	Type		Details
Flow	`string`	Required	Send_Welcome_Email — the flow's API Name from Setup, Flows
Value to Send	`string`		recordId — the name of the value the flow asks for
Value	`string`		0035f00000AbCdEAAV
All Values (JSON)	`object`		{"recordId":"0035f00000AbCdEAAV","SendEmail":true,"Discount":15}

Returns: id, result, tool_result, success, error

16Lead

Salesforce: Add Note to Lead (Classic)

crm/salesforce/lead_add_note · Action

Attach a Classic note to a lead. Note: in orgs using the newer Lightning notes, a Classic note will not show in the Notes panel.

Field	Type		Details
Lead ID	`string`	Required	00Q5f000004XyzAEAS
Note Title	`string`	Required	Call summary — 25 July
Note	`text`		What was discussed (up to 32,000 characters)
Private (only the owner can see it)	`boolean`
Note Owner	`string`		Salesforce user ID, e.g. 0055f000004XyzAAB (defaults to the connected user)
Additional Fields	`object`		{"Custom_Field__c":"value"}

Returns: id, result, tool_result, success, error

Salesforce: Add Lead to Campaign

crm/salesforce/lead_add_to_campaign · Action

Sign a lead up to a campaign — an event, a webinar, a mailshot — and set how they are taking part, such as Sent, Registered or Responded.

Field	Type		Details
Lead ID	`string`	Required	00Q5f000004XyzAEAS — from the lead's Salesforce URL
Campaign ID	`string`	Required	7015f000000XyzAAA — from the campaign's Salesforce URL
Member Status	`string`		Sent, Responded, Registered — must match this campaign's Member Status list
Update Their Status if Already a Member	`boolean`
Additional Fields	`object`		{"HasResponded":true,"Custom_Field__c":"value"}

Returns: id, result, tool_result, success, error

Salesforce: Convert Lead

crm/salesforce/lead_convert · Action

Turn a qualified lead into an account, a contact and an opportunity in one step. This cannot be undone, so run it only once the lead is genuinely qualified.

Field	Type		Details
Lead ID	`string`	Required	00Q5f000004XyzAEAS
Converted Status	`string`	Required	Closed - Converted
Attach to Existing Account	`string`		0015f00000XyzAAA — leave blank to create a new account
Attach to Existing Contact	`string`		0035f00000XyzAAA — leave blank to create a new contact
Opportunity Name	`string`		Acme Ltd — new enquiry (blank names it after the company)
Do Not Create an Opportunity	`boolean`
Overwrite the Contact's Lead Source	`boolean`
Email the New Owner	`boolean`
Assign the New Records To	`string`		Salesforce user ID, e.g. 0055f000004XyzAAB (defaults to the lead's owner)

Returns: id, result, tool_result, success, error

Salesforce: Create Lead

crm/salesforce/lead_create · Action

Add a new lead to Salesforce from a web form, phone enquiry or spreadsheet row. Company Name and Last Name are the only fields Salesforce insists on; everything else is optional.

Field	Type		Details
Company Name	`string`	Required	Acme Ltd
Last Name	`string`	Required	Smith
First Name	`string`		Jane
Salutation	`string`		Mr, Mrs, Ms or Dr
Job Title	`string`		Head of Operations
Email Address	`string`		jane.smith@acme.com
Phone Number	`string`		+44 20 7946 0958
Mobile Number	`string`		+44 7700 900123
Fax Number	`string`		+44 20 7946 0999
Website	`string`		https://www.acme.com
Street	`string`		12 High Street
Town or City	`string`		London
County or State	`string`		California — must match your org's State list, if it uses one
Postcode	`string`		SW1A 1AA
Country	`string`		United Kingdom
Lead Status	`string`		Open - Not Contacted (must match a status in your org)
Lead Source	`string`		Web, Phone Enquiry, Partner Referral…
Industry	`string`		Technology
Rating	`string`		Hot, Warm or Cold
Annual Revenue	`string`		250000
Number of Employees	`integer`		50
Description	`text`		What the enquiry was about
Data.com Key	`string`		Data.com (Jigsaw) record key, if your org uses it
Assign To	`string`		Salesforce user or queue ID, e.g. 0055f000004XyzAAB
Record Type	`string`		Record type ID, e.g. 0125f000000XyzAAA
Opted Out of Email	`boolean`
Opted Out of Fax	`boolean`
Mark Unread for the Owner	`boolean`
Additional Fields	`object`		{"Custom_Field__c":"value","Region__c":"South"}

Returns: id, result, tool_result, success, error

Salesforce: Delete Lead

crm/salesforce/lead_delete · Action

Delete a lead. It goes to your Salesforce Recycle Bin and can be restored there for 15 days.

Field	Type		Details
Lead ID	`string`	Required	00Q5f000004XyzAEAS

Returns: id, result, tool_result, success, error

Salesforce: Describe Lead Object

crm/salesforce/lead_describe · Action

Check what your Salesforce connection is allowed to do with leads, and list the leads this user has viewed recently. Useful for confirming a connection works.

Returns: id, result, tool_result, success, error

Salesforce: Get Lead

crm/salesforce/lead_get · Action

Look up one lead by its Salesforce record ID and return everything the connected user is allowed to see.

Field	Type		Details
Lead ID	`string`	Required	00Q5f000004XyzAEAS
Fields to Return	`string`		Leave blank for all fields, or e.g. Id,FirstName,LastName,Email

Returns: id, result, tool_result, success, error

Salesforce: Get Many Leads

crm/salesforce/lead_get_all · Action

List leads, optionally filtered and sorted. Turn on Return All to fetch every match, page by page, instead of just the first batch.

Field	Type	Details
Fields	`string`	FirstName, LastName, Email, Status — blank for the usual few
Filter Field	`string`	Status, LeadSource, CreatedDate…
Filter Comparison	`string`	Equals — choices: Equals, Does not equal, Less than, Less than or equal to, Greater than, Greater than or equal to, Matches (use % as a wildcard), Does not match (use % as a wildcard), Is one of (comma-separated), Is not one of (comma-separated)
Filter Value	`string`	Open - Not Contacted — or TODAY, LAST_N_DAYS:7 for dates
More Filters	`object`	[{"field":"AnnualRevenue","operator":">","value":"250000"}]
Match ANY filter instead of all	`boolean`
Sort By	`string`	CreatedDate DESC, LastName ASC
Return All (fetch every match)	`boolean`
Limit	`integer`	50 (max 2000); ignored when Return All is on
Include Deleted and Archived	`boolean`

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Update Lead

crm/salesforce/lead_update · Action

Change one or more fields on an existing lead. Anything you leave blank is left exactly as it is in Salesforce.

Field	Type		Details
Lead ID	`string`	Required	00Q5f000004XyzAEAS
Company Name	`string`		Acme Ltd
Last Name	`string`		Smith
First Name	`string`		Jane
Salutation	`string`		Mr, Mrs, Ms or Dr
Job Title	`string`		Head of Operations
Email Address	`string`		jane.smith@acme.com
Phone Number	`string`		+44 20 7946 0958
Mobile Number	`string`		+44 7700 900123
Fax Number	`string`		+44 20 7946 0999
Website	`string`		https://www.acme.com
Street	`string`		12 High Street
Town or City	`string`		London
County or State	`string`		California — must match your org's State list, if it uses one
Postcode	`string`		SW1A 1AA
Country	`string`		United Kingdom
Lead Status	`string`		Working - Contacted (must match a status in your org)
Lead Source	`string`		Web, Phone Enquiry, Partner Referral…
Industry	`string`		Technology
Rating	`string`		Hot, Warm or Cold
Annual Revenue	`string`		250000
Number of Employees	`integer`		50
Description	`text`		What the enquiry was about
Data.com Key	`string`		Data.com (Jigsaw) record key, if your org uses it
Reassign To	`string`		Salesforce user or queue ID, e.g. 0055f000004XyzAAB
Record Type	`string`		Record type ID, e.g. 0125f000000XyzAAA
Opted Out of Email	`boolean`
Opted Out of Fax	`boolean`
Mark Unread for the Owner	`boolean`
Additional Fields	`object`		{"Custom_Field__c":"value","Phone":null}

Returns: id, result, tool_result, success, error

Salesforce: Create or Update Lead

crm/salesforce/lead_upsert · Action

Update the lead that matches an ID from your own system, or create it if there is no match. Safe to re-run — it never makes a duplicate.

Field	Type		Details
Match On Field	`string`	Required	Your_System_Id__c — must be an External ID field on Lead
Match Value	`string`	Required	The value to look for, e.g. CRM-10432
Company Name	`string`		Acme Ltd
Last Name	`string`		Smith
First Name	`string`		Jane
Salutation	`string`		Mr., Mrs., Ms. or Dr. — must match your org's Salutation list
Job Title	`string`		Head of Operations
Email Address	`string`		jane.smith@acme.com
Phone Number	`string`		+44 20 7946 0958
Mobile Number	`string`		+44 7700 900123
Fax Number	`string`		+44 20 7946 0999
Website	`string`		https://www.acme.com
Street	`string`		12 High Street
Town or City	`string`		London
County or State	`string`		California — must match your org's State list, if it uses one
Postcode	`string`		SW1A 1AA
Country	`string`		United Kingdom
Lead Status	`string`		Open - Not Contacted (must match a status in your org)
Lead Source	`string`		Web, Trade Show, Employee Referral… — must match your org's Lead Source list
Industry	`string`		Technology
Rating	`string`		Hot, Warm or Cold
Annual Revenue	`string`		250000
Number of Employees	`integer`		50
Description	`text`		What the enquiry was about
Data.com Key	`string`		Data.com (Jigsaw) record key, if your org uses it
Assign To	`string`		Salesforce user or queue ID, e.g. 0055f000004XyzAAB
Record Type	`string`		Record type ID, e.g. 0125f000000XyzAAA
Opted Out of Email	`boolean`
Opted Out of Fax	`boolean`
Mark Unread for the Owner	`boolean`
Additional Fields	`object`		{"Custom_Field__c":"value","Region__c":"South"}

Returns: id, result, tool_result, success, error

17List

Salesforce: Get Many List Views

crm/salesforce/list_view_get_all · Action

List the saved views your Salesforce administrator has already built on a record type — 'My Open Opportunities', 'Hot Leads This Week'. Use the ID of the one you want with Run List View.

Field	Type		Details
Record Type	`string`	Required	Opportunity, Lead, Account, Invoice__c
Maximum Results	`integer`		50 (max 2000)
Skip First	`integer`		0 — skip this many before returning results

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Run List View

crm/salesforce/list_view_run · Action

Run one of the saved views your Salesforce administrator has already built and get its records back. No query writing at all — and because it uses the org's own view, the results stay right when the admin changes the filters.

Field	Type		Details
Record Type	`string`	Required	Opportunity, Lead, Account, Invoice__c
List View	`string`	Required	00B5f000004XyzAEAS — from Get Many List Views
Return Every Page	`boolean`		Keep fetching until every record in the view has been returned
Maximum Results	`integer`		50 per page (max 2000)
Skip First	`integer`		0 — skip this many before returning results

Returns: results, count, total_size, next_url, result, tool_result, success, error

18Note

Salesforce: Create Note

crm/salesforce/note_create · Action

Log a note against any Salesforce record — a call summary, a handover note — so it appears in the Notes related list your team reads.

Field	Type		Details
Note Title	`string`	Required	Call with Jane Smith — 25 July
Note	`text`		What was said, agreed or needs doing next
My Note Is Already HTML	`boolean`
Record Type	`string`		Contact, Account, Case… — only used to help you pick the record
Attach To Record	`string`	Required	The record the note belongs to, e.g. 0035f00000XyzAAB
Permission	`string`		View Only is the safe default — choices: View Only, View and Edit, Inherit From The Record
Who Can See It	`string`		All Users means everyone with access to the record, including community users — choices: All Users, Internal Users Only, Shared Users
Additional Fields	`object`		{"OwnerId":"0055f000004XyzAAB"}

Returns: id, link_id, result, tool_result, success, error

Salesforce: Get Notes On A Record

crm/salesforce/note_get_all_for_record · Action

Read the notes logged against a Salesforce record — call summaries and handover notes — with a preview of each, or the full text on request.

Field	Type		Details
Record Type	`string`		Contact, Account, Case… — only used to help you pick the record
Record	`string`	Required	The record whose notes you want, e.g. 0035f00000XyzAAB
Fetch The Full Note Text (slower)	`boolean`
Limit	`integer`		50 (max 2000)

Returns: results, count, total_size, next_url, result, tool_result, success, error

19Object

Salesforce: Describe Object

crm/salesforce/object_describe · Action

Look up everything about a Salesforce object — its fields, which are required, the values a dropdown field accepts, its record types and its related lists. Works for any standard or custom object.

Field	Type		Details
Salesforce Object	`string`	Required	Account, Contact, Opportunity — or a custom one like Invoice__c
Dropdown Field	`string`		Status, StageName — optional, pulls out just that field's accepted values
Record Type ID	`string`		012... — optional, returns the page layout for that record type instead

Returns: id, result, tool_result, success, error

Salesforce: List Objects

crm/salesforce/object_get_all · Action

List every object in your Salesforce org — the standard ones and your own custom ones — so a flow can work with whatever this org is actually set up for.

Field	Type	Details
Custom Objects Only	`boolean`
Only Objects You Can Add Records To	`boolean`
Search	`string`	invoice — matches the object's name or its label

Returns: results, count, total_size, next_url, result, tool_result, success, error

20Opportunity

Salesforce: Add Note to Opportunity (Classic)

crm/salesforce/opportunity_add_note · Action

Attach a Classic note to a deal. Orgs on Lightning Enhanced Notes should use the Files and Notes actions instead - a Classic note does not appear in the Lightning Notes list.

Field	Type		Details
Opportunity ID	`string`	Required	0065f00000AbCdEAAV - the deal to attach the note to
Note Title	`string`	Required	Call summary - 25 July
Note	`text`		What was agreed on the call (up to 32 KB of plain text)
Private (only the note owner can see it)	`boolean`
Note Owner	`string`		0055f00000AbCdEAAV - defaults to the connected Salesforce user
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other field on the Note object

Returns: id, result, tool_result, success, error

Salesforce: Add Contact to Opportunity

crm/salesforce/opportunity_contact_role_create · Action

Link a contact to a deal and say what part they play in it - decision maker, influencer, technical buyer. This is how a deal stays reportable and how anyone knows who to ring.

Field	Type		Details
Opportunity ID	`string`	Required	0065f00000AbCdEAAV - the deal
Contact	`string`	Required	0035f00000AbCdEAAV - the person involved in the deal
Role	`string`		Decision Maker, Influencer, Economic Buyer, Evaluator...
Primary Contact On The Deal	`boolean`
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other field on the contact role

Returns: id, result, tool_result, success, error

Salesforce: Remove Contact from Opportunity

crm/salesforce/opportunity_contact_role_delete · Action

Unlink a contact from a deal. The contact record itself is untouched - only their involvement in this deal is removed.

Field	Type		Details
Contact Role ID	`string`	Required	00K5f00000AbCdEAAV - from Get Opportunity Contacts

Returns: id, result, tool_result, success, error

Salesforce: Get Opportunity Contacts

crm/salesforce/opportunity_contact_role_get_all · Action

List everyone involved in a deal and the part each of them plays, so a flow can email the decision maker or check a deal actually has one.

Field	Type		Details
Opportunity ID	`string`	Required	0065f00000AbCdEAAV - the deal whose contacts you want
Fields	`string`		Role,Contact.Name,Contact.Email - leave blank for names, emails and roles
Only The Primary Contact	`boolean`
Sort By	`string`		Role ASC - or IsPrimary DESC to put the primary contact first
Return All (fetch every contact)	`boolean`
Limit	`integer`		50 (max 2000); ignored when Return All is on

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Update Opportunity Contact

crm/salesforce/opportunity_contact_role_update · Action

Change what part a contact plays in a deal, or make them the primary contact. Anything you leave blank is left exactly as it was.

Field	Type		Details
Contact Role ID	`string`	Required	00K5f00000AbCdEAAV - from Get Opportunity Contacts
Role	`string`		Decision Maker, Influencer, Economic Buyer, Evaluator...
Primary Contact On The Deal	`boolean`
Contact	`string`		0035f00000AbCdEAAV - only if the wrong person was linked
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other field on the contact role

Returns: id, result, tool_result, success, error

Salesforce: Create Opportunity

crm/salesforce/opportunity_create · Action

Create a deal in Salesforce with its value, stage and expected close date. Use it when an enquiry turns into something worth quoting for.

Field	Type		Details
Opportunity Name	`string`	Required	Acme Ltd - 50 seat renewal
Expected Close Date	`datetime`	Required	2026-09-30 (the date only - Salesforce ignores the time)
Stage	`string`	Required	Prospecting - must match a stage in your Salesforce sales process
Company (Account)	`string`		0015f00000AbCdEAAV - the Salesforce account this deal belongs to
Amount	`string`		12500.00 - the deal value in your org's currency
Probability (%)	`integer`		40 - leave blank to let Salesforce derive it from the stage
Opportunity Type	`string`		New Business or Existing Business
Lead Source	`string`		Web, Partner, Trade Show - must match your org's Lead Source list
Next Step	`string`		Send the proposal by Friday
Description	`text`		Background on the deal, visible to everyone on the account
Campaign	`string`		7015f000000AbCdAAK - the campaign that sourced this deal
Price Book	`string`		01s5f000004AbCdAAK - needed before you can add products to the deal
Forecast Category	`string`		Pipeline, Best Case, Commit, Closed - normally derived from the stage
Owner	`string`		0055f00000AbCdEAAV - the salesperson who owns the deal
Record Type	`string`		0125f000000AbCdAAK - only if your org uses record types
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other Salesforce field

Returns: id, result, tool_result, success, error

Salesforce: Delete Opportunity

crm/salesforce/opportunity_delete · Action

Send a deal to the Salesforce Recycle Bin, where an administrator can restore it for 15 days.

Field	Type		Details
Opportunity ID	`string`	Required	0065f00000AbCdEAAV - the deal to delete

Returns: id, result, tool_result, success, error

Salesforce: Get Opportunity Metadata

crm/salesforce/opportunity_describe · Action

Return how the Opportunity object is set up in your Salesforce org, along with the deals the connected user looked at most recently.

Returns: id, result, tool_result, success, error

Salesforce: Get Opportunity

crm/salesforce/opportunity_get · Action

Look up one deal by its Salesforce ID and return everything on it - value, stage, close date, owner and every custom field.

Field	Type		Details
Opportunity ID	`string`	Required	0065f00000AbCdEAAV - the deal's Salesforce ID
Fields	`string`		Name,Amount,StageName - leave blank to return every field

Returns: id, result, tool_result, success, error

Salesforce: Get Many Opportunities

crm/salesforce/opportunity_get_all · Action

List deals from Salesforce, optionally filtered - everything closing this month, every deal on one account, everything still open. Turn on Return All to fetch every match.

Field	Type	Details
Fields	`string`	Name,Amount,StageName,CloseDate - leave blank for the usual pipeline fields
Filter Field	`string`	StageName - the field to filter on
Comparison	`string`	How to compare the field to the value (defaults to equals) — choices: Equals, Does Not Equal, Less Than, Less Than Or Equal To, Greater Than, Greater Than Or Equal To, Contains (use % as the wildcard), Does Not Contain (use % as the wildcard), Is One Of (IN), Is Not One Of (NOT IN)
Filter Value	`string`	Closed Won - or a date word like THIS_MONTH, or Closed Won,Closed Lost for Is One Of — stage names must match your org's Opportunity Stage list
More Filters	`object`	[{"field":"Amount","operator":">","value":"10000"},{"field":"IsClosed","operator":"=","value":"false"}] - extra filters
Match ANY filter instead of all	`boolean`
Sort By	`string`	CloseDate ASC - or Amount DESC
Return All (fetch every match)	`boolean`
Limit	`integer`	50 (max 2000); ignored when Return All is on
Include Deleted Deals (Recycle Bin)	`boolean`

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Add Product to Opportunity

crm/salesforce/opportunity_line_item_create · Action

Put a product line on a deal. Pick the product and we work out its price book entry and list price for you - a deal with no product lines has no real value and never reaches the forecast.

Field	Type		Details
Opportunity ID	`string`	Required	0065f00000AbCdEAAV - the deal to add the product to
Product	`string`		01t5f000004AbCdAAK - we find its price for you
Price Book Entry	`string`		01u5f000000AbCdAAK - only if you already know it; otherwise leave blank
Quantity	`string`		1 - how many of this product (defaults to 1)
Price Each	`string`		499.00 - leave blank to use the price book price
Line Total	`string`		1497.00 - set this instead of Price Each, never both
Discount (%)	`string`		10 — only if Discount is enabled on Opportunity Products in your org
Service Or Delivery Date	`datetime`		2026-10-01 (the date only)
Line Description	`text`		What this line covers, shown on the deal
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other field on the product line

Returns: id, result, tool_result, success, error

Salesforce: Remove Product from Opportunity

crm/salesforce/opportunity_line_item_delete · Action

Take a product line off a deal. Salesforce recalculates the deal's value straight away.

Field	Type		Details
Product Line ID	`string`	Required	00k5f00000AbCdEAAV - from Get Opportunity Products

Returns: id, result, tool_result, success, error

Salesforce: Get Opportunity Products

crm/salesforce/opportunity_line_item_get_all · Action

List the product lines on a deal with their quantity, price each and line total - what you need to build a quote, an invoice or an order from the deal.

Field	Type		Details
Opportunity ID	`string`	Required	0065f00000AbCdEAAV - the deal whose products you want
Fields	`string`		Name,Quantity,UnitPrice - leave blank for the usual product-line fields
Sort By	`string`		TotalPrice DESC - or ServiceDate ASC
Return All (fetch every product line)	`boolean`
Limit	`integer`		50 (max 2000); ignored when Return All is on

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Update Opportunity Product

crm/salesforce/opportunity_line_item_update · Action

Change the quantity, price or discount on a product line, and Salesforce recalculates the deal's value. Anything you leave blank is left exactly as it was.

Field	Type		Details
Product Line ID	`string`	Required	00k5f00000AbCdEAAV - from Get Opportunity Products
Quantity	`string`		3 - how many of this product
Price Each	`string`		499.00 - set this or Line Total, never both
Line Total	`string`		1497.00 - set this or Price Each, never both
Discount (%)	`string`		10 — only if Discount is enabled on Opportunity Products in your org
Service Or Delivery Date	`datetime`		2026-10-01 (the date only)
Line Description	`text`		What this line covers, shown on the deal
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other field on the product line

Returns: id, result, tool_result, success, error

Salesforce: Update Opportunity

crm/salesforce/opportunity_update · Action

Change a deal in Salesforce - move it to the next stage, revise the value, push the close date out. Anything you leave blank is left exactly as it was.

Field	Type		Details
Opportunity ID	`string`	Required	0065f00000AbCdEAAV - the deal to change
Opportunity Name	`string`		Acme Ltd - 50 seat renewal
Stage	`string`		Closed Won - must match a stage in your Salesforce sales process
Expected Close Date	`datetime`		2026-09-30 (the date only - Salesforce ignores the time)
Company (Account)	`string`		0015f00000AbCdEAAV - the Salesforce account this deal belongs to
Amount	`string`		12500.00 - the deal value in your org's currency
Probability (%)	`integer`		40 - leave blank to let Salesforce derive it from the stage
Opportunity Type	`string`		New Business or Existing Business
Lead Source	`string`		Web, Partner, Trade Show - must match your org's Lead Source list
Next Step	`string`		Send the proposal by Friday
Description	`text`		Background on the deal, visible to everyone on the account
Campaign	`string`		7015f000000AbCdAAK - the campaign that sourced this deal
Price Book	`string`		01s5f000004AbCdAAK - cannot be changed once the deal has products
Forecast Category	`string`		Pipeline, Best Case, Commit, Closed - normally derived from the stage
Owner	`string`		0055f00000AbCdEAAV - the salesperson who owns the deal
Record Type	`string`		0125f000000AbCdAAK - only if your org uses record types
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other Salesforce field

Returns: id, result, tool_result, success, error

Salesforce: Create or Update Opportunity

crm/salesforce/opportunity_upsert · Action

Match a deal on one of your own reference numbers and update it if it exists, or create it if it does not. This is what stops a re-run from creating a second copy of every deal.

Field	Type		Details
Match On Field	`string`	Required	Order_Reference__c - a Salesforce field marked as an External ID
Match On Value	`string`	Required	SO-10432 - the value to look for in that field
Opportunity Name	`string`		Acme Ltd - 50 seat renewal (required when the deal does not exist yet)
Expected Close Date	`datetime`		2026-09-30 (required when the deal does not exist yet)
Stage	`string`		Prospecting (required when the deal does not exist yet)
Company (Account)	`string`		0015f00000AbCdEAAV - the Salesforce account this deal belongs to
Amount	`string`		12500.00 - the deal value in your org's currency
Probability (%)	`integer`		40 - leave blank to let Salesforce derive it from the stage
Opportunity Type	`string`		New Customer, Existing Customer - Upgrade - must match your org's Opportunity Type list
Lead Source	`string`		Web, Partner, Trade Show - must match your org's Lead Source list
Next Step	`string`		Send the proposal by Friday
Description	`text`		Background on the deal, visible to everyone on the account
Campaign	`string`		7015f000000AbCdAAK - the campaign that sourced this deal
Price Book	`string`		01s5f000004AbCdAAK - needed before you can add products to the deal
Forecast Category	`string`		Pipeline, Best Case, Commit, Closed - normally derived from the stage
Owner	`string`		0055f00000AbCdEAAV - the salesperson who owns the deal
Record Type	`string`		0125f000000AbCdAAK - only if your org uses record types
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other Salesforce field

Returns: id, result, tool_result, success, error

21Order

Salesforce: Activate Order

crm/salesforce/order_activate · Action

Activate an order once its product lines are in place, so it counts as a real order rather than a draft. Salesforce stamps who activated it and when, and locks the product lines from further changes.

Field	Type		Details
Order ID	`string`	Required	8015f000000AbCdAAK - the draft order to activate

Returns: id, result, tool_result, success, error

Salesforce: Create Order

crm/salesforce/order_create · Action

Raise an order against a customer's account in Salesforce - the record that turns a won deal or an online sale into something the warehouse and finance can work from. Add its product lines next, then activate it.

Field	Type		Details
Company (Account)	`string`	Required	0015f00000AbCdEAAV - the customer this order is for
Order Start Date	`datetime`	Required	2026-08-01 (the date only - Salesforce ignores the time)
Status	`string`		Draft - a new order always starts as a draft (leave blank for Draft) — choices: Draft, Activated
Price Book	`string`		01s5f000004AbCdAAK - the price list to order from; needed before any product can be added
Contract	`string`		8005f000000AbCdAAK - the contract this order is placed under
Order Name	`string`		Acme Ltd - August generator order (Salesforce numbers the order for you)
Order Type	`string`		Must match an Order Type in your Salesforce org - Salesforce ships none, so leave it blank unless an administrator has added some
Order End Date	`datetime`		2027-07-31 (the date only) - for a term or subscription order
Customer PO Number	`string`		PO-2026-4471 - the customer's own purchase order reference
Customer PO Date	`datetime`		2026-07-28 (the date only)
Your Order Reference	`string`		SHOP-10482 - your own reference, e.g. the Shopify or WooCommerce order number
Description	`text`		Anything the warehouse or finance need to know about this order
Bill To Contact	`string`		0035f00000AbCdEAAV - who to invoice
Ship To Contact	`string`		0035f00000AbCdEAAV - who receives the goods
Bill To Street	`text`		1 High Street
Bill To City	`string`		London
Bill To State/Province	`string`		Only for countries your Salesforce org lists states for - the United Kingdom has none, so leave it blank
Bill To Postcode	`string`		EC1A 1BB
Bill To Country	`string`		United Kingdom - must match your org's country list
Ship To Street	`text`		Unit 4, Riverside Estate
Ship To City	`string`		Manchester
Ship To State/Province	`string`		Only for countries your Salesforce org lists states for - the United Kingdom has none, so leave it blank
Ship To Postcode	`string`		M1 2AB
Ship To Country	`string`		United Kingdom - must match your org's country list
Owner	`string`		0055f00000AbCdEAAV - the person who owns this order
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other Salesforce field on the order

Returns: id, result, tool_result, success, error

Salesforce: Delete Order

crm/salesforce/order_delete · Action

Send an order and its product lines to the Salesforce Recycle Bin, where an administrator can restore it for 15 days. Only draft orders can be deleted - an activated one has to be put back to Draft first.

Field	Type		Details
Order ID	`string`	Required	8015f000000AbCdAAK - the order to delete

Returns: id, result, tool_result, success, error

Salesforce: Get Order

crm/salesforce/order_get · Action

Look up one order by its Salesforce ID and return everything on it - the order number, its status, what it adds up to, the dates and the delivery address.

Field	Type		Details
Order ID	`string`	Required	8015f000000AbCdAAK - the order's Salesforce ID
Fields	`string`		OrderNumber,Status,TotalAmount,EffectiveDate - leave blank to return every field

Returns: id, result, tool_result, success, error

Salesforce: Get Many Orders

crm/salesforce/order_get_all · Action

List orders from Salesforce, optionally filtered - everything still in draft, every order on one account, everything activated this week. Turn on Return All to fetch every match.

Field	Type	Details
Fields	`string`	OrderNumber,Status,TotalAmount,EffectiveDate - leave blank for the usual order fields
Filter Field	`string`	Status - the field to filter on
Comparison	`string`	How to compare the field to the value (defaults to equals) — choices: Equals, Does Not Equal, Less Than, Less Than Or Equal To, Greater Than, Greater Than Or Equal To, Contains (use % as the wildcard), Does Not Contain (use % as the wildcard), Is One Of (IN), Is Not One Of (NOT IN)
Filter Value	`string`	Draft - or Activated, or a date word like THIS_MONTH, or Draft,Activated for Is One Of
More Filters	`object`	[{"field":"TotalAmount","operator":">","value":"10000"},{"field":"EffectiveDate","operator":">=","value":"THIS_MONTH"}] - extra filters
Match ANY filter instead of all	`boolean`
Sort By	`string`	EffectiveDate DESC - or TotalAmount DESC
Return All (fetch every match)	`boolean`
Limit	`integer`	50 (max 2000); ignored when Return All is on
Include Deleted Orders (Recycle Bin)	`boolean`

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Add Product to Order

crm/salesforce/order_item_create · Action

Put a product line on an order. Pick the product and we find its price book entry, read the list price and put the order on the right price book for you - an order needs at least one product line before it can be activated.

Field	Type		Details
Order ID	`string`	Required	8015f000000AbCdAAK - the draft order to add the product to
Product	`string`		01t5f000004AbCdAAK - we find its price for you
Price Book Entry	`string`		01u5f000000AbCdAAK - only if you already know it; it wins over the Product above
Quantity	`string`		2 - how many of this product (defaults to 1)
Price Each	`string`		499.00 - leave blank to use the price book price
Service Or Delivery Date	`datetime`		2026-08-15 (the date only) - cannot be earlier than the order's own start date
Line End Date	`datetime`		2027-07-31 (the date only) - for a subscription line; cannot be later than the order's own end date
Line Description	`string`		What this line covers, shown on the order
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other field on the order line

Returns: id, result, tool_result, success, error

Salesforce: Get Order Products

crm/salesforce/order_item_get_all · Action

List the product lines on an order with their quantity, price each and line total - what you need to send a picking list to the warehouse, raise an invoice or check an order before activating it.

Field	Type		Details
Order ID	`string`	Required	8015f000000AbCdAAK - the order whose products you want
Fields	`string`		Product2.Name,Quantity,UnitPrice,TotalPrice - leave blank for the usual order-line fields
Sort By	`string`		TotalPrice DESC - or ServiceDate ASC
Return All (fetch every product line)	`boolean`
Limit	`integer`		50 (max 2000); ignored when Return All is on

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Update Order

crm/salesforce/order_update · Action

Change an order in Salesforce - correct the delivery address, add the customer's PO number, move the dates, or put an activated order back to Draft so its products can be edited. Anything you leave blank is left exactly as it was.

Field	Type		Details
Order ID	`string`	Required	8015f000000AbCdAAK - the order to change
Status	`string`		Draft - putting an activated order back to Draft is how you unlock its products — choices: Draft, Activated
Company (Account)	`string`		0015f00000AbCdEAAV - the customer this order is for
Contract	`string`		8005f000000AbCdAAK - the contract this order is placed under
Order Name	`string`		Acme Ltd - August generator order
Order Type	`string`		Must match an Order Type in your Salesforce org - Salesforce ships none, so leave it blank unless an administrator has added some
Order Start Date	`datetime`		2026-08-01 (the date only - Salesforce ignores the time)
Order End Date	`datetime`		2027-07-31 (the date only) - for a term or subscription order
Customer PO Number	`string`		PO-2026-4471 - the customer's own purchase order reference
Customer PO Date	`datetime`		2026-07-28 (the date only)
Your Order Reference	`string`		SHOP-10482 - your own reference, e.g. the Shopify or WooCommerce order number
Description	`text`		Anything the warehouse or finance need to know about this order
Price Book	`string`		01s5f000004AbCdAAK - cannot be changed once the order has product lines
Bill To Contact	`string`		0035f00000AbCdEAAV - who to invoice
Ship To Contact	`string`		0035f00000AbCdEAAV - who receives the goods
Bill To Street	`text`		1 High Street
Bill To City	`string`		London
Bill To State/Province	`string`		Only for countries your Salesforce org lists states for - the United Kingdom has none, so leave it blank
Bill To Postcode	`string`		EC1A 1BB
Bill To Country	`string`		United Kingdom - must match your org's country list
Ship To Street	`text`		Unit 4, Riverside Estate
Ship To City	`string`		Manchester
Ship To State/Province	`string`		Only for countries your Salesforce org lists states for - the United Kingdom has none, so leave it blank
Ship To Postcode	`string`		M1 2AB
Ship To Country	`string`		United Kingdom - must match your org's country list
Owner	`string`		0055f00000AbCdEAAV - the person who owns this order
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other Salesforce field on the order

Returns: id, result, tool_result, success, error

22Org

Salesforce: Get Org Limits

crm/salesforce/org_limits_get · Action

Check how much of your Salesforce allowance is left — daily API calls, data storage, file storage — so a flow can stop or warn before it uses it all up.

Field	Type		Details
Just One Allowance	`string`		DailyApiRequests — leave blank to return them all

Returns: id, result, tool_result, success, error

23Price

Salesforce: Add Product to Price Book

crm/salesforce/price_book_entry_create · Action

Give a product a price in one of your price books, so it can be quoted and put on deals. Add it to the standard price book first - Salesforce insists on a list price before it will accept any other.

Field	Type		Details
Price Book	`string`	Required	01s5f000004AbCdAAK - use Get Many Price Books to find it, and start with the standard one
Product	`string`	Required	01t5f000004AbCdAAK - the product to give a price to
Price Each	`string`	Required	25000.00 - plain numbers only, no currency symbols or commas
Price Can Be Used (leave off and it is still switched on)	`boolean`
Copy The Standard Price (keeps this price in step with the list price; not for the standard price book itself)	`boolean`
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other field on the price

Returns: id, result, tool_result, success, error

Salesforce: Get Many Price Book Entries

crm/salesforce/price_book_entry_get_all · Action

Find what a product costs, and get the price book entry ID you need to put it on a deal. Pick a price book, a product, or both - this is the lookup Salesforce makes you write SOQL for.

Field	Type	Details
Price Book	`string`	01s5f000004AbCdAAK - only prices from this price book (leave blank for all of them)
Product	`string`	01t5f000004AbCdAAK - only prices for this product (leave blank for all of them)
Product Code	`string`	GC1040 - use this instead of Product if all you have is the catalogue code
Only Prices That Can Be Used	`boolean`
Fields	`string`	UnitPrice,Product2.Name - leave blank for the price, the product name and the price book name
Filter Field	`string`	UnitPrice - the field to filter on
Comparison	`string`	How to compare the field to the value (defaults to equals) — choices: Equals, Does Not Equal, Less Than, Less Than Or Equal To, Greater Than, Greater Than Or Equal To, Contains (use % as the wildcard), Does Not Contain (use % as the wildcard), Is One Of (IN), Is Not One Of (NOT IN)
Filter Value	`string`	25000 with Greater Than - plain numbers only, no currency symbols or commas
More Filters	`object`	[{"field":"UnitPrice","operator":">","value":"1000"},{"field":"UseStandardPrice","operator":"=","value":"false"}] - extra filters
Match ANY filter instead of all	`boolean`
Sort By	`string`	UnitPrice DESC - or Name ASC
Return All (fetch every match)	`boolean`
Limit	`integer`	50 (max 2000); ignored when Return All is on

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Change Product Price

crm/salesforce/price_book_entry_update · Action

Change what a product costs in a price book, or switch the price off so nobody can quote it. Anything you leave blank is left exactly as it was.

Field	Type		Details
Price Book Entry	`string`	Required	01u5f000000AbCdAAK - use Get Many Price Book Entries to find the price you want to change
Price Each	`string`		27500.00 - plain numbers only, no currency symbols or commas
Price Can Be Used (untick to stop it being quoted)	`boolean`
Copy The Standard Price (keeps this price in step with the list price; not for the standard price book itself)	`boolean`
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other field on the price

Returns: id, result, tool_result, success, error

Salesforce: Get Many Price Books

crm/salesforce/price_book_get_all · Action

List your Salesforce price books and see which one is the standard list price. Use it to find the price book ID a deal or a price needs, without hunting through Setup.

Field	Type	Details
Fields	`string`	Name,IsActive,IsStandard - leave blank for the usual price book fields
Only The Standard Price Book	`boolean`
Only Price Books In Use	`boolean`
Filter Field	`string`	Name - the field to filter on
Comparison	`string`	How to compare the field to the value (defaults to equals) — choices: Equals, Does Not Equal, Contains (use % as the wildcard), Does Not Contain (use % as the wildcard), Is One Of (IN), Is Not One Of (NOT IN), Less Than, Less Than Or Equal To, Greater Than, Greater Than Or Equal To
Filter Value	`string`	%Trade% with Contains - the % signs are the wildcard; or Retail,Trade for Is One Of
More Filters	`object`	[{"field":"IsActive","operator":"=","value":"true"}] - extra filters
Match ANY filter instead of all	`boolean`
Sort By	`string`	Name ASC - or LastModifiedDate DESC
Return All (fetch every match)	`boolean`
Limit	`integer`	50 (max 2000); ignored when Return All is on
Include Deleted Price Books (Recycle Bin)	`boolean`

Returns: results, count, total_size, next_url, result, tool_result, success, error

24Product

Salesforce: Create Product

crm/salesforce/product_create · Action

Add a product to your Salesforce catalogue so it can be priced, quoted and put on deals. New products are created ready to sell unless you turn that off.

Field	Type		Details
Product Name	`string`	Required	GenWatt Diesel 200kW - what the product is called on quotes and deals
Product Code	`string`		GC1040 - your own catalogue code for this product
Description	`text`		What the product is, in the words a customer would recognise
Ready To Sell (leave off and it is still switched on)	`boolean`
Product Family	`string`		Must match a value in your org's Product Family list - Salesforce accepts anything else without complaining and stores it as typed
Sold In Units Of	`string`		Each - must match your org's Quantity Unit Of Measure list
Stock Code (SKU)	`string`		SKU-000142 - the code your warehouse or shop uses
Product Web Page	`string`		https://www.acme.co.uk/products/genwatt-200kw
Your Reference	`string`		ERP-000142 - a plain text box on the product; Salesforce does NOT treat it as an External ID, so Create or Update Product cannot match on it
Bundle Type	`string`		Leave blank for an ordinary product — choices: Base (an ordinary product), Bundle (sold as a package of products), Set (a group sold together)
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other field on the product

Returns: id, result, tool_result, success, error

Salesforce: Delete Product

crm/salesforce/product_delete · Action

Send a product to the Salesforce Recycle Bin, where it can be restored for 15 days. Its prices go with it. Salesforce will refuse if the product is already on a deal - retire it with Update Product instead.

Field	Type		Details
Product	`string`	Required	01t5f000004AbCdAAK - the record ID of the product to delete

Returns: id, result, tool_result, success, error

Salesforce: Get Product

crm/salesforce/product_get · Action

Look up one product in your Salesforce catalogue by its record ID and return its details. Leave Fields blank to get everything the connected Salesforce user is allowed to see.

Field	Type		Details
Product	`string`	Required	01t5f000004AbCdAAK - the record ID of the product to fetch
Fields	`string`		Name,ProductCode,Family,IsActive (comma-separated; blank returns every field)

Returns: id, result, tool_result, success, error

Salesforce: Get Many Products

crm/salesforce/product_get_all · Action

List products from your Salesforce catalogue - everything you sell, one product family, or just the items that are still ready to sell. Turn on Return All to fetch every match.

Field	Type	Details
Fields	`string`	Name,ProductCode,Family - leave blank for the usual catalogue fields
Only Products Ready To Sell	`boolean`
Product Family	`string`	Generators - must match a value in your org's Product Family list exactly, or nothing comes back
Filter Field	`string`	ProductCode - the field to filter on
Comparison	`string`	How to compare the field to the value (defaults to equals) — choices: Equals, Does Not Equal, Less Than, Less Than Or Equal To, Greater Than, Greater Than Or Equal To, Contains (use % as the wildcard), Does Not Contain (use % as the wildcard), Is One Of (IN), Is Not One Of (NOT IN)
Filter Value	`string`	GC10% with Contains - or GC1040,GC1060 for Is One Of, or a date word like LAST_N_DAYS:30
More Filters	`object`	[{"field":"IsActive","operator":"=","value":"true"},{"field":"Name","operator":"LIKE","value":"GenWatt%"}] - extra filters
Match ANY filter instead of all	`boolean`
Sort By	`string`	Name ASC - or LastModifiedDate DESC
Return All (fetch every match)	`boolean`
Limit	`integer`	50 (max 2000); ignored when Return All is on
Include Deleted Products (Recycle Bin)	`boolean`

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Update Product

crm/salesforce/product_update · Action

Change a product in your Salesforce catalogue - rename it, correct its code, or retire it so nobody can put it on a new deal. Anything you leave blank is left exactly as it was.

Field	Type		Details
Product	`string`	Required	01t5f000004AbCdAAK - the record ID of the product to change
Product Name	`string`		GenWatt Diesel 200kW
Product Code	`string`		GC1040 - your own catalogue code for this product
Description	`text`		What the product is, in the words a customer would recognise
Ready To Sell (untick to retire the product)	`boolean`
Product Family	`string`		Must match a value in your org's Product Family list - Salesforce accepts anything else without complaining and stores it as typed
Sold In Units Of	`string`		Each - must match your org's Quantity Unit Of Measure list
Stock Code (SKU)	`string`		SKU-000142 - the code your warehouse or shop uses
Product Web Page	`string`		https://www.acme.co.uk/products/genwatt-200kw
Your Reference	`string`		ERP-000142 - a plain text box on the product; Salesforce does NOT treat it as an External ID
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other field on the product

Returns: id, result, tool_result, success, error

Salesforce: Create or Update Product

crm/salesforce/product_upsert · Action

Keep your Salesforce catalogue in step with a spreadsheet, shop or ERP: match a product on its name, code or your own reference and update it if it exists, or create it if it does not. Safe to run over and over - it will not create duplicates.

Field	Type		Details
Match On	`string`		Name (the default), or ProductCode, or StockKeepingUnit, or a custom External ID field such as ERP_Code__c
Match Value	`string`	Required	GenWatt Diesel 200kW - the value to look for in that field
Product Name	`string`		GenWatt Diesel 200kW - only needed the first time, when the product has to be created
Product Code	`string`		GC1040 - your own catalogue code for this product
Description	`text`		What the product is, in the words a customer would recognise
Ready To Sell (Salesforce creates new products switched OFF, so tick this on a first run)	`boolean`
Product Family	`string`		Must match a value in your org's Product Family list - Salesforce accepts anything else without complaining and stores it as typed
Sold In Units Of	`string`		Each - must match your org's Quantity Unit Of Measure list
Stock Code (SKU)	`string`		SKU-000142 - the code your warehouse or shop uses
Product Web Page	`string`		https://www.acme.co.uk/products/genwatt-200kw
Your Reference	`string`		ERP-000142 - a plain text box on the product; Salesforce does NOT treat it as an External ID
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other field on the product

Returns: id, result, tool_result, success, error

25Query

Salesforce: Run Query Including Deleted

crm/salesforce/query_all · Action

Run a Salesforce query that also returns records in the Recycle Bin and archived activities — the records people think have vanished. Select IsDeleted in your query to see which ones are deleted, or add WHERE IsDeleted = true to see only those.

Field	Type		Details
Query	`text`	Required	SELECT Id, Name, IsDeleted FROM Account WHERE IsDeleted = true
Return Every Page	`boolean`		Keep fetching until every matching record has been returned

Returns: results, count, total_size, next_url, result, tool_result, success, error

26Quick

Salesforce: Get Many Quick Actions

crm/salesforce/quick_action_get_all · Action

List the quick actions your Salesforce administrator has set up, either across the whole org or on one type of record.

Field	Type	Details
Record Type	`string`	Account — leave blank for the org-wide quick actions
Name Contains	`string`	call — leave blank to list them all
Limit	`integer`	Most quick actions to return — leave blank for all of them

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Run Quick Action

crm/salesforce/quick_action_run · Action

Create or update a record using one of your Salesforce quick actions, so it comes out exactly the way your administrator set the action up.

Field	Type		Details
Record Type	`string`		Account — leave blank for an org-wide quick action
Quick Action	`string`	Required	LogACall — the quick action's API name
Related Record	`string`		0015f00000AbCdEAAV — the record the action is being run from
Field to Set	`string`		Subject
Value	`string`		Called the customer back
More Fields (JSON)	`object`		{"Subject":"Called the customer back","Description":"Agreed a follow-up for Friday"}

Returns: id, result, tool_result, success, error

27Quote

Salesforce: Create Quote

crm/salesforce/quote_create · Action

Create a quote on a deal in Salesforce, ready for product lines to be added and sent to the customer. Salesforce works out the quote number, the customer's account and the totals for you.

Field	Type		Details
Quote Name	`string`	Required	Acme Ltd - 50 seat renewal (June revision)
Opportunity (Deal)	`string`		0065f00000AbCdEAAV - the deal this quote is for; Salesforce copies the customer's account across from it. Needed unless an administrator has switched on Create Quotes Without a Related Opportunity
Price Book	`string`		01s5f000004AbCdAAK - the price list to quote from; needed before any product can be added
Quote Recipient (Contact)	`string`		0035f00000AbCdEAAV - the person the quote is addressed to
Status	`string`		Draft - where the quote sits in your approval process (leave blank for Draft) — choices: Draft, Needs Review, In Review, Approved, Rejected, Presented, Accepted, Denied
Expires On	`datetime`		2026-09-30 (the date only - Salesforce ignores the time)
Description	`text`		Notes about this quote, visible to everyone on the deal
Recipient Email	`string`		buyer@acme.example.com - where the quote gets sent
Recipient Phone	`string`		020 7946 0000
Tax	`string`		250.50 - the tax amount to add to the quote total
Shipping & Handling	`string`		45.00 - carriage to add to the quote total
Company (Quote Account)	`string`		0015f00000AbCdEAAV - only needed for a quote with no deal behind it
Contract	`string`		8005f000000AbCdAAK - the contract this quote relates to
Bill To Name	`string`		Acme Ltd - Accounts Payable
Bill To Street	`text`		1 High Street
Bill To City	`string`		London
Bill To State/Province	`string`		Only for countries your Salesforce org lists states for - the United Kingdom has none, so leave it blank
Bill To Postcode	`string`		EC1A 1BB
Bill To Country	`string`		United Kingdom - must match your org's country list
Ship To Name	`string`		Acme Ltd - Goods In
Ship To Street	`text`		Unit 4, Riverside Estate
Ship To City	`string`		Manchester
Ship To State/Province	`string`		Only for countries your Salesforce org lists states for - the United Kingdom has none, so leave it blank
Ship To Postcode	`string`		M1 2AB
Ship To Country	`string`		United Kingdom - must match your org's country list
Owner	`string`		0055f00000AbCdEAAV - the salesperson who owns the quote
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other Salesforce field on the quote

Returns: id, result, tool_result, success, error

Salesforce: Delete Quote

crm/salesforce/quote_delete · Action

Send a quote and its product lines to the Salesforce Recycle Bin, where an administrator can restore it for 15 days. Use it to clear out superseded drafts.

Field	Type		Details
Quote ID	`string`	Required	0Q05f000000AbCdAAK - the quote to delete

Returns: id, result, tool_result, success, error

Salesforce: Get Quote

crm/salesforce/quote_get · Action

Look up one quote by its Salesforce ID and return everything on it - the quote number, its status, what it adds up to, when it expires and who it was sent to.

Field	Type		Details
Quote ID	`string`	Required	0Q05f000000AbCdAAK - the quote's Salesforce ID
Fields	`string`		QuoteNumber,Status,GrandTotal,ExpirationDate - leave blank to return every field

Returns: id, result, tool_result, success, error

Salesforce: Get Many Quotes

crm/salesforce/quote_get_all · Action

List quotes from Salesforce, optionally filtered - everything expiring this month, every quote on one deal, everything still waiting to be accepted. Turn on Return All to fetch every match.

Field	Type	Details
Fields	`string`	QuoteNumber,Status,GrandTotal,ExpirationDate - leave blank for the usual quote fields
Filter Field	`string`	Status - the field to filter on
Comparison	`string`	How to compare the field to the value (defaults to equals) — choices: Equals, Does Not Equal, Less Than, Less Than Or Equal To, Greater Than, Greater Than Or Equal To, Contains (use % as the wildcard), Does Not Contain (use % as the wildcard), Is One Of (IN), Is Not One Of (NOT IN)
Filter Value	`string`	Presented - or a date word like THIS_MONTH, or Presented,Accepted for Is One Of
More Filters	`object`	[{"field":"ExpirationDate","operator":"<=","value":"NEXT_N_DAYS:30"},{"field":"GrandTotal","operator":">","value":"10000"}] - extra filters
Match ANY filter instead of all	`boolean`
Sort By	`string`	ExpirationDate ASC - or GrandTotal DESC
Return All (fetch every match)	`boolean`
Limit	`integer`	50 (max 2000); ignored when Return All is on
Include Deleted Quotes (Recycle Bin)	`boolean`

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Add Product to Quote

crm/salesforce/quote_line_item_create · Action

Put a product line on a quote. Pick the product and we find its price book entry, read the list price and put the quote on the right price book for you - a quote with no product lines totals nothing and cannot be sent.

Field	Type		Details
Quote ID	`string`	Required	0Q05f000000AbCdAAK - the quote to add the product to
Product	`string`		01t5f000004AbCdAAK - we find its price for you
Price Book Entry	`string`		01u5f000000AbCdAAK - only if you already know it; it wins over the Product above
Quantity	`string`		1 - how many of this product (defaults to 1)
Price Each	`string`		499.00 - leave blank to use the price book price
Discount (%)	`string`		10 - a percentage off this line, which is what drives the quote's overall discount
Service Or Delivery Date	`datetime`		2026-10-01 (the date only)
Line Description	`string`		What this line covers, printed on the quote
Line Order	`integer`		1 - where this line appears on the printed quote
Deal Product Line	`string`		00k5f000000AbCdAAK - link this line back to the matching product line on the deal
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other field on the quote line

Returns: id, result, tool_result, success, error

Salesforce: Get Quote Products

crm/salesforce/quote_line_item_get_all · Action

List the product lines on a quote with their quantity, price each, discount and line total - what you need to email the quote, build a PDF or turn it into an order.

Field	Type		Details
Quote ID	`string`	Required	0Q05f000000AbCdAAK - the quote whose products you want
Fields	`string`		Product2.Name,Quantity,UnitPrice,TotalPrice - leave blank for the usual quote-line fields
Sort By	`string`		SortOrder ASC - or TotalPrice DESC
Return All (fetch every product line)	`boolean`
Limit	`integer`		50 (max 2000); ignored when Return All is on

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Sync Quote to Opportunity

crm/salesforce/quote_sync_to_opportunity · Action

Make the deal match the quote the customer actually received. Salesforce copies the quote's product lines and total onto the deal and keeps the two in step from then on, so the forecast shows the quoted figure rather than an old estimate.

Field	Type		Details
Quote ID	`string`	Required	0Q05f000000AbCdAAK - the quote to sync
Opportunity (Deal)	`string`		0065f00000AbCdEAAV - leave blank and we use the deal the quote is already on
Stop syncing instead (leave the deal as it is now)	`boolean`

Returns: id, result, tool_result, success, error

Salesforce: Update Quote

crm/salesforce/quote_update · Action

Change a quote in Salesforce - mark it Presented or Accepted, push the expiry out, correct the tax or the delivery address. Anything you leave blank is left exactly as it was.

Field	Type		Details
Quote ID	`string`	Required	0Q05f000000AbCdAAK - the quote to change
Status	`string`		Presented - where the quote now sits in your approval process — choices: Draft, Needs Review, In Review, Approved, Rejected, Presented, Accepted, Denied
Quote Name	`string`		Acme Ltd - 50 seat renewal (June revision)
Expires On	`datetime`		2026-10-15 (the date only - Salesforce ignores the time)
Quote Recipient (Contact)	`string`		0035f00000AbCdEAAV - the person the quote is addressed to
Recipient Email	`string`		buyer@acme.example.com - where the quote gets sent
Recipient Phone	`string`		020 7946 0000
Description	`text`		Notes about this quote, visible to everyone on the deal
Tax	`string`		250.50 - the tax amount added to the quote total
Shipping & Handling	`string`		45.00 - carriage added to the quote total
Price Book	`string`		01s5f000004AbCdAAK - cannot be changed once the quote has product lines
Opportunity (Deal)	`string`		0065f00000AbCdEAAV - the deal this quote belongs to
Contract	`string`		8005f000000AbCdAAK - the contract this quote relates to
Bill To Name	`string`		Acme Ltd - Accounts Payable
Bill To Street	`text`		1 High Street
Bill To City	`string`		London
Bill To State/Province	`string`		Only for countries your Salesforce org lists states for - the United Kingdom has none, so leave it blank
Bill To Postcode	`string`		EC1A 1BB
Bill To Country	`string`		United Kingdom - must match your org's country list
Ship To Name	`string`		Acme Ltd - Goods In
Ship To Street	`text`		Unit 4, Riverside Estate
Ship To City	`string`		Manchester
Ship To State/Province	`string`		Only for countries your Salesforce org lists states for - the United Kingdom has none, so leave it blank
Ship To Postcode	`string`		M1 2AB
Ship To Country	`string`		United Kingdom - must match your org's country list
Owner	`string`		0055f00000AbCdEAAV - the salesperson who owns the quote
Additional Fields	`object`		{"My_Custom_Field__c":"value"} - any other Salesforce field on the quote

Returns: id, result, tool_result, success, error

28Record

Salesforce: Create Many Records

crm/salesforce/record_create_many · Action

Create a whole list of records on any Salesforce object in one go. Up to 200 records per API call, split automatically, so a big import does not eat your org's daily Salesforce allowance.

Field	Type		Details
Salesforce Object	`string`	Required	Account, Contact, Opportunity — or a custom one like Invoice__c
Records	`object`	Required	[{"LastName":"Smith"},{"LastName":"Jones"}]
Roll Everything Back If Any Record Fails	`boolean`
Fields For Every Record	`object`		{"OwnerId":"0055f000..."} — applied to every record that does not set it itself

Returns: results, ids, success_count, failure_count, result, tool_result, success, error

Salesforce: Delete Many Records

crm/salesforce/record_delete_many · Action

Delete a list of Salesforce records in one go — up to 200 per API call, split automatically. Deleted records go to the Recycle Bin and can be restored for 15 days.

Field	Type		Details
Record IDs	`string`	Required	0035f000...,0035f000... — comma separated, or a list from an earlier step
Roll Everything Back If Any Record Fails	`boolean`

Returns: results, ids, success_count, failure_count, result, tool_result, success, error

Salesforce: Find Record by Field

crm/salesforce/record_find · Action

Look up a single record by one of its values — an email address, an order number, a reference from another system. If nothing matches, the action still succeeds with an empty Record ID, so your flow can go on to create the record instead.

Field	Type		Details
Record Type	`string`	Required	Contact, Account, Lead, Invoice__c
Look Up By	`string`	Required	Email
Value to Match	`string`	Required	jane@example.com
How to Match	`string`		Exactly — choices: Exactly, Contains, Starts With, Ends With
Details to Return	`string`		Id, FirstName, LastName, Email — leave blank for the usual details
When Several Match, Prefer	`string`		CreatedDate DESC — decides which record wins

Returns: id, result, tool_result, success, error

Salesforce: Get Deleted Records

crm/salesforce/record_get_deleted · Action

List the records deleted on any Salesforce object between two times, with when each one went. Deletions are invisible to ordinary searches, so this is the only way a flow can keep another system in step.

Field	Type		Details
Salesforce Object	`string`	Required	Account, Contact, Opportunity — or a custom one like Invoice__c
Deleted Since	`datetime`	Required	2026-07-24T09:00:00Z — must be within the last 30 days
Deleted Before	`datetime`		Leave blank for right now

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Get Related Records

crm/salesforce/record_get_related · Action

List the records linked to a parent record — the contacts at an account, the deals on a company, the cases for a customer. Pick the parent and the relationship; no query writing needed.

Field	Type		Details
Parent Object	`string`	Required	Account, Contact, Opportunity — or a custom one like Invoice__c
Parent Record ID	`string`	Required	0015f00000AbCdEAAV
Related List	`string`	Required	Contacts, Opportunities, Cases — or a custom one like Invoices__r
Fields	`string`		Id, Name, Email — comma separated (blank returns Salesforce's default set)
Return All (fetch every page)	`boolean`
Next Page URL (resume)	`string`		The Next Page URL from a previous run — leave blank to start from the beginning

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Get Updated Records

crm/salesforce/record_get_updated · Action

List the records on any Salesforce object that were created or changed between two times. One cheap call instead of re-reading the whole object, so a scheduled flow can act on just what moved.

Field	Type		Details
Salesforce Object	`string`	Required	Account, Contact, Opportunity — or a custom one like Invoice__c
Changed Since	`datetime`	Required	2026-07-24T09:00:00Z — must be within the last 30 days
Changed Before	`datetime`		Leave blank for right now

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Merge Duplicate Records

crm/salesforce/record_merge · Action

Merge duplicate accounts, contacts, leads or cases into one surviving record. Activities, notes and related items move across to the record you keep; the duplicates go to the Recycle Bin.

Field	Type		Details
Salesforce Object	`string`	Required	choices: Account, Contact, Lead, Case
Record To Keep	`string`	Required	0015f00000AbCdEAAV — the record that survives the merge
Records To Merge In	`string`	Required	0015f00000XyZ... — up to two, comma separated
Fields To Set On The Record You Keep	`object`		{"Phone":"0161 496 0000"} — optional, applied as part of the merge

Returns: id, result, tool_result, success, error

Salesforce: Restore Deleted Record

crm/salesforce/record_undelete · Action

Bring a record back from the Salesforce Recycle Bin after it was deleted by mistake. Works for 15 days after the deletion, on any object.

Field	Type		Details
Record ID	`string`	Required	0015f00000AbCdEAAV — the ID of the deleted record

Returns: id, result, tool_result, success, error

Salesforce: Update Many Records

crm/salesforce/record_update_many · Action

Update a whole list of existing records on any Salesforce object in one go. Each record needs its Salesforce ID. Up to 200 per API call, split automatically, with an optional roll-everything-back checkbox.

Field	Type		Details
Salesforce Object	`string`	Required	Account, Contact, Opportunity — or a custom one like Invoice__c
Records	`object`	Required	[{"Id":"0035f000...","Title":"Manager"}] — every record needs its Id
Roll Everything Back If Any Record Fails	`boolean`
Fields For Every Record	`object`		{"Status__c":"Reviewed"} — applied to every record that does not set it itself

Returns: results, ids, success_count, failure_count, result, tool_result, success, error

Salesforce: Create or Update Record

crm/salesforce/record_upsert · Action

Create a record, or update the existing one that matches — on any Salesforce object. Salesforce matches on a field you choose (an order number, a customer reference, an email), so re-running the flow never creates a duplicate.

Field	Type		Details
Salesforce Object	`string`	Required	Account, Contact, Opportunity — or a custom one like Invoice__c
Match On Field	`string`	Required	The field Salesforce matches on, e.g. Customer_Ref__c
Match On Value	`string`	Required	The value to look for, e.g. CUST-1042
Fields	`object`		{"Name":"Acme Ltd","Phone":"0161 496 0000"}
Record Type ID	`string`		012... — leave blank to use the default record type
Extra Fields	`object`		{"Custom_Field__c":"value"} — merged on top of Fields

Returns: id, result, tool_result, success, error

Salesforce: Create or Update Many Records

crm/salesforce/record_upsert_many · Action

Import a whole list of records on any Salesforce object, matching each one on a reference of your own — an order number, a customer code, an email. Re-running never creates duplicates. Up to 200 records per API call.

Field	Type		Details
Salesforce Object	`string`	Required	Account, Contact, Opportunity — or a custom one like Invoice__c
Match On Field	`string`	Required	The field Salesforce matches on, e.g. Customer_Ref__c
Records	`object`	Required	[{"Customer_Ref__c":"CUST-1042","Name":"Acme Ltd"}] — every record needs the match field
Roll Everything Back If Any Record Fails	`boolean`
Fields For Every Record	`object`		{"OwnerId":"0055f000..."} — applied to every record that does not set it itself

Returns: results, ids, success_count, failure_count, result, tool_result, success, error

29Report

Salesforce: Get Many Reports

crm/salesforce/report_get_all · Action

List the saved Salesforce reports you can run, with the ID that Run Report needs. Search by name or narrow it to one report folder.

Field	Type	Details
Which Reports	`string`	Every report you can see — choices: Every report you can see, Only the ones you opened recently
Name Contains	`string`	pipeline — leave blank to list them all
Report Folder	`string`	Sales Reports — leave blank to search every folder
Return All (fetch every match)	`boolean`
Limit	`integer`	50 reports (max 2000); ignored when Return All is on

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Run Report

crm/salesforce/report_run · Action

Run one of your saved Salesforce reports and get its totals back, optionally overriding the report's filters just for this run.

Field	Type		Details
Report	`string`	Required	00O5f000004XyzAEAS — the report ID from Get Many Reports
Include the Individual Rows	`boolean`
Filters for This Run (JSON)	`object`		[{"column":"CREATED_DATE","operator":"greaterThan","value":"THIS_MONTH"}]
Filter Logic	`string`		1 AND (2 OR 3) — only needed with two or more filters
Advanced Report Settings (JSON)	`object`		{"standardDateFilter":{"column":"CLOSE_DATE","durationValue":"THIS_QUARTER"}}

Returns: id, result, tool_result, success, error

30Search

Salesforce: Run Query (SOQL)

crm/salesforce/search_query · Action

Run a Salesforce query you have written yourself and return the matching records. This is the advanced, power-user path — if you would rather not write a query, use Find Records or Find Record by Field instead.

Field	Type		Details
Query	`text`	Required	SELECT Id, Name, Email FROM Contact WHERE CreatedDate = LAST_N_DAYS:7
Return Every Page	`boolean`		Keep fetching until every matching record has been returned

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Find Records

crm/salesforce/search_records · Action

Search Salesforce for anything — a name, an email address, a phone number, a reference — and get back the matching records across whichever objects you choose. No query writing required.

Field	Type		Details
Search For	`string`	Required	acme, jane@example.com, 07700 900123 — at least 2 characters
Search In These Records	`string`		Account, Contact, Lead — leave blank to search everything
Details to Return	`string`		Id, Name, Email — leave blank for the usual details
Where to Look	`string`		All searchable details — choices: All Searchable Details, Names Only, Email Addresses Only, Phone Numbers Only
Maximum Results	`integer`		50 (max 2000)

Returns: results, count, total_size, next_url, result, tool_result, success, error

31Task

Salesforce: Mark Task Complete

crm/salesforce/task_complete · Action

Tick a Salesforce task off. No need to know which status value your org counts as done — it uses Completed unless you tell it otherwise.

Field	Type		Details
Task ID	`string`	Required	00T5f00000AbCdEEAV
Completed Status	`string`		Completed — only change this if your org renamed it
Comments	`text`		Optional — replaces the comments on the task, e.g. how the call went
Call Result	`string`		Optional — e.g. Spoke to customer
Additional Fields (JSON)	`object`		{"Custom_Field__c":"value"}

Returns: id, result, tool_result, success, error

Salesforce: Create Task

crm/salesforce/task_create · Action

Add a to-do to Salesforce — a call to make, an email to send or a follow-up to chase — and link it to the person and the record it is about. Set it to repeat if it happens on a schedule.

Field	Type		Details
Status	`string`	Required	Not Started
Subject	`string`		Call back about the quote
Comments	`text`		Anything the person doing this needs to know
Due Date	`datetime`		The day it is due — any time of day is ignored
Priority	`string`		Normal
Assigned To	`string`		Salesforce user ID of the person responsible
Contact or Lead	`string`		Record ID of the person this is about, e.g. 0035f00000AbCdEAAV
Related Record	`string`		Record ID of the account, opportunity or case this relates to
Activity Kind	`string`		Task, Call or Email — cannot be changed afterwards
Type	`string`		Call, Email, Meeting or Other
Call Direction	`string`		Inbound, Outbound or Internal
Call Result	`string`		Left voicemail
Call Recording ID	`string`		The call's ID in your phone system
Call Length (seconds)	`integer`		180
Set a Reminder	`boolean`
Remind At	`datetime`		When Salesforce should nudge the owner
Repeats	`boolean`
Repeats How Often	`string`		RecursDaily, RecursWeekly, RecursMonthly or RecursYearly
Repeat Every	`integer`		2 with RecursWeekly means every other week
Repeat On Days	`string`		Monday, Wednesday, Friday
Repeat On Day of Month	`integer`		15
Repeat On Which Week	`string`		First, Second, Third, Fourth or Last
Repeat In Month	`string`		Only used by a yearly repeat — choices: January, February, March, April, May, June, July, August, September, October, November, December
Repeat From	`datetime`		First day of the repeating series
Repeat Until	`datetime`		Last day of the repeating series
Regenerate After	`string`		RecurrenceRegenerateAfterDueDate
Time Zone	`string`		Europe/London
Additional Fields (JSON)	`object`		{"Custom_Field__c":"value"}

Returns: id, result, tool_result, success, error

Salesforce: Delete Task

crm/salesforce/task_delete · Action

Remove a task from Salesforce. It goes to the Recycle Bin rather than disappearing, so it can still be restored for the next 15 days.

Field	Type		Details
Task ID	`string`	Required	00T5f00000AbCdEEAV

Returns: id, result, tool_result, success, error

Salesforce: Get Task Object Info

crm/salesforce/task_describe · Action

Return what your Salesforce org's Task object looks like, plus the tasks you last viewed. Handy for checking which status, priority and subject values your org actually uses, and as a quick test that the connection works.

Field	Type		Details
Include Every Field and Its Options	`boolean`

Returns: id, result, tool_result, success, error

Salesforce: Get Task

crm/salesforce/task_get · Action

Look up one Salesforce task by its record ID and return everything on it, so a later step can check who it is assigned to, when it is due or whether it is done.

Field	Type		Details
Task ID	`string`	Required	00T5f00000AbCdEEAV
Fields	`string`		Subject, Status, ActivityDate — leave blank for every field

Returns: id, result, tool_result, success, error

Salesforce: Get Many Tasks

crm/salesforce/task_get_all · Action

Find Salesforce tasks — everything due this week, everything still open for one rep, everything logged against a customer. Fill in the simple filters, or add your own for anything more involved.

Field	Type	Details
Fields To Return	`string`	Id, Subject, Status, ActivityDate — leave blank for the usual ones
Status Is	`string`	Not Started
Priority Is	`string`	High
Assigned To	`string`	Salesforce user ID of the owner
About Contact or Lead	`string`	Record ID of the person the task is about
Related Record	`string`	Record ID of the account, opportunity or case
Due On or After	`datetime`	Only tasks due from this day onwards
Due On or Before	`datetime`	Only tasks due up to this day
Filter Field	`string`	Any other field to filter on, e.g. Subject
Filter Comparison	`string`	How to compare the field (defaults to Equals) — choices: Equals, Does Not Equal, Less Than, Less Than Or Equal To, Greater Than, Greater Than Or Equal To, Contains (use % as the wildcard), Does Not Contain (use % as the wildcard), Is One Of (comma-separated), Is Not One Of (comma-separated)
Filter Value	`string`	Renewal call — for Contains use % as the wildcard (%renewal%); or a date shortcut like TODAY or LAST_N_DAYS:7
More Filters	`object`	[{"field":"IsClosed","operator":"=","value":"false"}]
Match ANY filter instead of all	`boolean`	On, matching any one of the filters is enough. The Due On or After / Due On or Before dates always apply
Sort By	`string`	ActivityDate ASC
Limit	`integer`	50 (max 2000) — ignored when Return All is on
Return All (fetch every match)	`boolean`
Include Deleted and Archived Tasks	`boolean`

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Get Tasks On a Record

crm/salesforce/task_get_all_for_record · Action

List the tasks logged against one contact, lead, account, opportunity or case — open and completed alike. This is what a follow-up chaser needs: point it at the customer and get back everything outstanding.

Field	Type		Details
Record Type	`string`	Required	Contact, Lead, Account, Opportunity or Case
Record ID	`string`	Required	0035f00000AbCdEEAV — the contact, account or deal the tasks are on
Fields To Return	`string`		Id, Subject, Status, ActivityDate — leave blank for the usual ones
Limit	`integer`		50 (max 2000) — ignored when Return All is on
Return All (fetch every task on the record)	`boolean`

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Update Task

crm/salesforce/task_update · Action

Change an existing Salesforce task — hand it to someone else, move the due date, raise the priority or record how a call went. Anything left blank is left exactly as it is.

Field	Type		Details
Task ID	`string`	Required	00T5f00000AbCdEEAV
Status	`string`		In Progress
Subject	`string`		Call back about the quote
Comments	`text`		Replaces whatever is on the task now
Due Date	`datetime`		The day it is due — any time of day is ignored
Priority	`string`		High
Assigned To	`string`		Salesforce user ID of the new owner
Contact or Lead	`string`		Record ID of the person this is about
Related Record	`string`		Record ID of the account, opportunity or case
Type	`string`		Call, Email, Meeting or Other
Call Direction	`string`		Inbound, Outbound or Internal
Call Result	`string`		Left voicemail
Call Recording ID	`string`		The call's ID in your phone system
Call Length (seconds)	`integer`		180
Set a Reminder	`boolean`
Remind At	`datetime`		When Salesforce should nudge the owner
Repeats How Often	`string`		RecursDaily, RecursWeekly, RecursMonthly or RecursYearly
Repeat Every	`integer`		2 with RecursWeekly means every other week
Repeat On Days	`string`		Monday, Wednesday, Friday
Repeat On Day of Month	`integer`		15
Repeat On Which Week	`string`		First, Second, Third, Fourth or Last
Repeat In Month	`string`		Only used by a yearly repeat — choices: January, February, March, April, May, June, July, August, September, October, November, December
Repeat From	`datetime`		First day of the repeating series
Repeat Until	`datetime`		Last day of the repeating series
Regenerate After	`string`		RecurrenceRegenerateAfterDueDate
Time Zone	`string`		Europe/London
Additional Fields (JSON)	`object`		{"Custom_Field__c":"value"}

Returns: id, result, tool_result, success, error

Salesforce: Create or Update Task

crm/salesforce/task_upsert · Action

Create a task, or update the existing one that carries the same reference from your other system. Re-running the flow — or a webhook that fires twice — updates the same follow-up instead of piling up duplicates.

Field	Type		Details
Match On Field	`string`	Required	Booking_Reference__c — an External ID field on Task
Match On Value	`string`	Required	The reference this task has in your other system
Status	`string`		Not Started
Subject	`string`		Call back about the quote
Comments	`text`		Anything the person doing this needs to know
Due Date	`datetime`		The day it is due — any time of day is ignored
Priority	`string`		Normal
Assigned To	`string`		Salesforce user ID of the person responsible
Contact or Lead	`string`		Record ID of the person this is about
Related Record	`string`		Record ID of the account, opportunity or case
Type	`string`		Call, Email, Meeting or Other
Call Direction	`string`		Inbound, Outbound or Internal
Call Result	`string`		Left voicemail
Call Length (seconds)	`integer`		180
Set a Reminder	`boolean`
Remind At	`datetime`		When Salesforce should nudge the owner
Additional Fields (JSON)	`object`		{"Custom_Field__c":"value"}

Returns: id, result, tool_result, success, error

32User

Salesforce: Create User

crm/salesforce/user_create · Action

Set up a new starter's Salesforce login from an HR record — name, email, profile, role and manager. Needs the Manage Users permission and a spare user licence.

Field	Type		Details
Login Username	`string`	Required	jane.smith@yourcompany.com — looks like an email but is a login, and must be unique across all of Salesforce
Last Name	`string`	Required	Smith
First Name	`string`		Jane
Email Address	`string`	Required	jane.smith@yourcompany.com — where their welcome and password emails go
Profile	`string`	Required	00e5f000000AbCdAAK — the profile that decides what they can see and do
Alias	`string`		jsmith — up to 8 characters; built from their name if you leave this blank
Role	`string`		00E5f000000AbCdEAK — sets who can see their records (optional)
Manager	`string`		0055f00000AbCdEAAV — the user ID of their line manager (optional)
Time Zone	`string`		Europe/London (used if left blank)
Locale (date and number format)	`string`		en_GB (used if left blank)
Language	`string`		en_US (used if left blank) — Salesforce has no en_GB language
Email Encoding	`string`		UTF-8 (used if left blank) — choices: Unicode (UTF-8), General US & Western Europe (ISO-8859-1), Japanese (Shift-JIS), Japanese (JIS), Japanese (EUC), Korean (ks_c_5601-1987), Traditional Chinese (Big5), Simplified Chinese (GB2312), Traditional Chinese Hong Kong (Big5-HKSCS)
Job Title	`string`		Account Manager
Department	`string`		Sales
Division	`string`		UK & Ireland
Company Name	`string`		Acme Ltd
Phone	`string`		+44 20 7946 0100
Mobile	`string`		+44 7700 900123
Employee Number	`string`		EMP-00421 — from your HR system
Single Sign-On ID	`string`		jane.smith@yourcompany.com — only if your org signs in through SSO
Nickname	`string`		jsmith — shown in Chatter; generated automatically if left blank
Street	`string`		1 High Street
City	`string`		London
County or State	`string`		California — must match your org's State list, if it uses one
Postcode	`string`		SW1A 1AA
Country	`string`		United Kingdom
Login Active	`boolean`		On by default — turn off to create the account without letting them sign in yet
Additional Fields	`object`		{"UserPermissionsMarketingUser":true,"Custom_Cost_Centre__c":"CC-100"}

Returns: id, result, tool_result, success, error

Salesforce: Deactivate User

crm/salesforce/user_deactivate · Action

Switch off a leaver's Salesforce login and free up their licence. Salesforce users can never be deleted, only deactivated, and their records stay exactly where they are.

Field	Type		Details
User ID	`string`	Required	0055f00000AbCdEAAV — every Salesforce user ID starts with 005

Returns: id, result, tool_result, success, error

Salesforce: Get User

crm/salesforce/user_get · Action

Look up one Salesforce user by their record ID — their name, email, job title, profile and whether their login is still active.

Field	Type		Details
User ID	`string`	Required	0055f00000AbCdEAAV — every Salesforce user ID starts with 005
Fields to Return	`string`		Leave blank for the usual ones, or list them: Name, Email, IsActive, Title

Returns: id, result, tool_result, success, error

Salesforce: Get Many Users

crm/salesforce/user_get_all · Action

List the people in your Salesforce org, with optional filters such as active users only. Enable Return All to fetch every match.

Field	Type	Details
Fields to Return	`string`	Leave blank for the usual ones, or list them: Name, Email, IsActive, Title
Active Users Only	`boolean`	Hide people whose Salesforce login has been switched off
Filter On Field	`string`	Department — the field to filter by (optional)
Filter Comparison	`string`	Equals — choices: Equals, Does Not Equal, Less Than, Less Than Or Equal To, Greater Than, Greater Than Or Equal To, Matches Pattern, Does Not Match Pattern, Is One Of, Is Not One Of
Filter Value	`string`	Sales — for Matches Pattern use % as the wildcard (%sales%); for Is One Of, separate values with commas
More Filters	`object`	[{"field":"Department","operator":"=","value":"Sales"},{"field":"Title","operator":"LIKE","value":"%Manager%"}]
Match ANY filter instead of all	`boolean`	On, any one of your own filters is enough to match. Active Users Only still always applies
Sort By	`string`	Name ASC — or LastLoginDate DESC
Return All (fetch every match)	`boolean`
Limit	`integer`	50 by default (max 2000); ignored when Return All is on

Returns: results, count, total_size, next_url, result, tool_result, success, error

Salesforce: Get Current User

crm/salesforce/user_get_current · Action

Check the Salesforce connection and see who it is signed in as — the username, email, org and time zone the rest of your flow will run under.

Returns: id, result, tool_result, success, error

Salesforce: Update User

crm/salesforce/user_update · Action

Change a Salesforce user's profile, role, manager, job title or contact details. Only the fields you fill in are changed — the rest are left alone.

Field	Type		Details
User ID	`string`	Required	0055f00000AbCdEAAV — every Salesforce user ID starts with 005
Profile	`string`		00e5f000000AbCdAAK — the profile that decides what they can see and do
Role	`string`		00E5f000000AbCdEAK — sets who can see their records
Manager	`string`		0055f00000AbCdEAAV — the user ID of their line manager
First Name	`string`		Jane
Last Name	`string`		Smith
Email Address	`string`		jane.smith@yourcompany.com — Salesforce emails the new address to confirm the change
Login Username	`string`		jane.smith@yourcompany.com — changing this changes how they sign in, and Salesforce sends a confirmation email
Alias	`string`		jsmith — up to 8 characters
Job Title	`string`		Senior Account Manager
Department	`string`		Sales
Division	`string`		UK & Ireland
Company Name	`string`		Acme Ltd
Phone	`string`		+44 20 7946 0100
Mobile	`string`		+44 7700 900123
Employee Number	`string`		EMP-00421 — from your HR system
Single Sign-On ID	`string`		jane.smith@yourcompany.com — only if your org signs in through SSO
Nickname	`string`		jsmith — shown in Chatter
Time Zone	`string`		Europe/London
Locale (date and number format)	`string`		en_GB
Language	`string`		en_US — Salesforce has no en_GB language
Street	`string`		1 High Street
City	`string`		London
County or State	`string`		California — must match your org's State list, if it uses one
Postcode	`string`		SW1A 1AA
Country	`string`		United Kingdom
Login Active	`boolean`		Turn on to restore a returning colleague's access; use Deactivate User for leavers
Additional Fields	`object`		{"UserPermissionsMarketingUser":true,"Custom_Cost_Centre__c":"CC-100"}

Returns: id, result, tool_result, success, error

33Triggers

Salesforce: Record Created or Updated

trigger/salesforce_poll · Trigger

Triggers a flow when a Salesforce record is created — or created or changed — on any object, including your own custom ones. Checks on an interval and only ever fires for records it has not already seen.

Field	Type		Details
Object To Watch	`string`	Required	Lead, Opportunity, or your own object
Fire When	`string`	Required	choices: A record is created, A record is created or changed
How Often To Check	`string`		15m by default - every check spends one of your Salesforce API calls, so leave it as long as you can live with
Fields To Fetch	`string`		Name, Email, Status - comma separated. Leave blank for the usual ones
Only Records Matching	`string`		Status = 'Open' - a SOQL condition, no WHERE (optional)

Returns: record, id, object, event, cursor, triggered_at