What do you want to automate

with Salesforce and Relevance AI?

Prompt, edit and deploy AI agents that connect to Salesforce, Relevance AI and 3,000+ other apps in seconds.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

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Run Tool with Relevance AI API on Case Updated (Instant, of Selectable Type) from Salesforce API
Salesforce + Relevance AI
 
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Run Tool with Relevance AI API on Email Template Updated (Instant, of Selectable Type) from Salesforce API
Salesforce + Relevance AI
 
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Run Tool with Relevance AI API on Knowledge Article Updated (Instant, of Selectable Type) from Salesforce API
Salesforce + Relevance AI
 
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Run Tool with Relevance AI API on New Case (Instant, of Selectable Type) from Salesforce API
Salesforce + Relevance AI
 
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Run Tool with Relevance AI API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API
Salesforce + Relevance AI
 
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Case Updated (Instant, of Selectable Type) from the Salesforce API

Emit new event when a case is updated. See the documentation

 
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Email Template Updated (Instant, of Selectable Type) from the Salesforce API

Emit new event when an email template is updated. See the documentation

 
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Knowledge Article Updated (Instant, of Selectable Type) from the Salesforce API

Emit new event when a knowledge article is updated. See the documentation

 
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New Case (Instant, of Selectable Type) from the Salesforce API

Emit new event when a case is created. See the documentation

 
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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

 
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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

 
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Run Tool with the Relevance AI API

Executes a specific tool within Relevance AI and waits for a response for up to 60 seconds. See the documentation

 
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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

 
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Send Message to Agent with the Relevance AI API

Sends a message directly to an agent in Relevance AI. This action doesn't wait for an agent response.

 
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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

 
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Integrate the Salesforce API with the Relevance AI API
Setup the Salesforce API trigger to run a workflow which integrates with the Relevance AI API. Pipedream's integration platform allows you to integrate Salesforce and Relevance AI remarkably fast. Free for developers.

Overview of Salesforce

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

Overview of Relevance AI

Relevance AI is a powerful tool for handling complex data operations like clustering, vector search, and data visualization. On Pipedream, you can use the Relevance AI API to automate data enrichment, analysis, and integration tasks. This integration opens up possibilities for dynamic data workflows, enabling real-time data processing and insights generation across various platforms.

Connect Relevance AI

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    relevance_ai: {
      type: "app",
      app: "relevance_ai",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      method: "post",
      url: `https://api-${this.relevance_ai.$auth.region}.stack.tryrelevance.com/latest/agents/list`,
      headers: {
        "authorization": `${this.relevance_ai.$auth.project}:${this.relevance_ai.$auth.api_key}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo