[ Sales and CRM ]

Salesforce integration for your workflows.

Connect Salesforce to Collabase once and use 27 actions and 9 triggers in your workflows. No code needed, hosted in Switzerland.

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Sign-inOAuth 2.0

CategorySales and CRM

UpdatedOctober 2026

LicenceOpen source (MIT)

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Salesforce in Collabase

Connect Salesforce to Collabase once and use 27 actions and 9 triggers in your workflows. No code needed, hosted in Switzerland.

[ About the service ]

CRM software solutions and enterprise cloud computing

How to connect it

Open the integrations in the workspace settings.
Choose Salesforce and connect your account.
Add a trigger or an action to the workflow.

Salesforce triggers

Name	Description	Fields
New Case AttachmentChecks at intervals	Fires when a new Attachment or File is added to any Case record.	0
New ContactChecks at intervals	Fires when a new Contact record is created in Salesforce.	0
New Field History EventChecks at intervals	Fires when a tracked field is updated on a specified object.	Object
New LeadChecks at intervals	Fires when a new Lead record is created in Salesforce.	0
New or Updated RecordChecks at intervals	Fires when a record of the chosen object is created or changed.	Object Conditions
New Outbound MessageInstant via webhook	Fires when Salesforce sends an outbound message to this flow.	Markdown
New RecordChecks at intervals	Fires when a record of the chosen object is created.	Object Conditions
New or Updated FileChecks at intervals	Fires when a file is added or changed. Classic attachments are not included.	Markdown
New Case in QueueChecks at intervals	Fires when a case is assigned to the chosen queue.	Case Queue

Salesforce actions

Name	Description	Fields
Add Contact to Campaign	Adds a contact to a campaign with a member status.	Campaign Contact Member Status
Add File to Record	Uploads a file and attaches it to an existing record.	Object Record File File Name
Add Lead to Campaign	Adds a lead to a campaign with a member status.	Campaign Lead Member Status
Create Legacy Attachment	Creates a classic attachment. For new work, use Add File to Record.	Object Record File File Name
Create Case	Creates a case for a customer issue.	Subject Description Status Priority Origin Account + 2 Contact Other Fields
Create Contact	Creates a contact.	Last Name First Name Account Email Phone Title + 1 Other Fields
Create Lead	Creates a lead.	Last Name Company First Name Email Phone Lead Source + 1 Other Fields
Create Note	Creates a note on a record.	Object Record Title Body
Create Opportunity	Creates an opportunity.	Name Close Date Stage Account Amount Other Fields
Create Record	Creates a record of any object.	Object Fields
Create Task	Creates a task.	Subject Owner Status Priority Description Contact or Lead ID + 1 Related Record ID
Delete Opportunity	Deletes an opportunity. It goes to the Recycle Bin.	Markdown Opportunity
Delete Record	Deletes a record. It goes to the Recycle Bin.	Markdown Object Record
Export Report	Exports a report as an Excel file.	Report
Find Child Records	Finds child records related to a parent record.	Parent Object Parent Record Child Relationship
Find Record	Finds records where a field equals a value, up to 200.	Object Field Search Value
Find Records by Query	Finds up to 200 records of an object that match SOQL conditions.	Object Conditions
Get Record Attachments	Lists the files and classic attachments on a record.	Object Record
Run Query	Runs a SOQL query in Salesforce.	Query
Run Report	Runs a report and returns its rows.	Report Filters
Log Email	Records an email on a contact or lead. Salesforce does not send it.	Markdown Recipient Subject Body Related Record ID
Update Contact	Updates a contact.	Contact Markdown First Name Last Name Account Email + 3 Phone Title Other Fields
Update Lead	Updates a lead.	Lead Markdown First Name Last Name Company Email + 3 Phone Lead Source Other Fields
Update Record	Updates fields on a record of any object.	Object Record Markdown Fields
Batch Upsert	Creates or updates up to 200 records, matched on an external ID.	Object External ID Field Records
Bulk Upsert	Creates or updates records from a CSV with a Bulk API job.	Markdown Object External ID Field Records
Custom API Call	Make a custom API call to a specific endpoint	Method Headers Query Parameters Body Type Body Response is Binary + 3 Return Error as Output Timeout Follow redirects

[ Sales and CRM ]

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Questions about Salesforce

What can I automate with Salesforce in Collabase?

Salesforce brings 27 actions and 9 triggers, for example Add Contact to Campaign, Add File to Record, Add Lead to Campaign, Create Legacy Attachment and 23 more. You combine them in a workflow without code and mix them with every other integration.

How do I connect Salesforce to Collabase?

You open the integrations in the workspace settings, choose Salesforce and connect your account once, using OAuth 2.0. After that all triggers and actions are available in the workflow.

Can Salesforce start a workflow?

Yes. Salesforce provides 9 triggers, for example New Case Attachment, New Contact, New Field History Event and 6 more. The workflow runs as soon as the event happens.

Does the Salesforce integration cost extra?

No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.

Test it against your own content. A proof of concept is ready within days.

We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.

Book a conversation Start a proof of concept