Copper
Copper is a CRM tool designed for Google Apps users. This tool can be easily used to manage opportunities and leads. It helps you to track the past activity of each contact while managing their future activity as well.
Availability: Workflows only
Triggers
New Person Added: Triggers when a new person is added
Person Details Updated: Triggers when the details of a person is updated
New Lead created: Triggers when a new lead is added
New Task Added: Triggers when a new task is added
Task Updated: Triggers when a task is updated
New Opportunity Created: Triggers when a new opportunity is created
Opportunity Status Updated: Triggers when the status of an existing opportunity is updated
Lead Status Updated: Triggers when the status of an existing lead is updated
New Company Added: Triggers when a new company is added
Company Details Updated: Triggers when the details of a specific company is updated
New Project Added: Triggers when a new project is added
Project Details Updated: Triggers when the details of a specific project is updated
New Activity Added: Triggers when a new activity is added
Contact Type Updated: Triggers when a contact type is updated
Actions
Create Lead: Create a new lead
Create Opportunity: Create a new opportunity
Create Person: Create a new person
Create Task: Create a new task for the specified resource Type
Create Company: Create a new company
Create Project: Create a new project
Update Company: Update the details of an existing company
Update Lead: Update the details of an existing lead
Update Opportunity: Update the details of an existing opportunity
Update Person: Update the details of an existing person
Update Project: Update the details of an existing project
Gainsight
Gainsight integrates with Salesforce and uses the sales data, surveys, support tickets, usage logs, and other sources of customer intelligence to turn customer retention into an automated, data-driven process.
Availability: Workflows and FlowServices
Actions
deleteCompany: Delete API deletes a specific record in the Company object
readCompany: Read API allows you to read one or more records that match a specific criteria from the Company object
upsertMultiplePersonApi: This Upsert API is used to insert or update multiple records into the Person object that are not associated with any Company or Relationship
deletePersonsRecords: Person Delete API can be used to delete Person record(s) from Gainsight
updateCompany: Update API is used to update one or more existing records in the Company object
insertCustomObject: Insert API is used to insert one or more records into the Gainsight custom object
upsertPersonWithCompanyRelationship: This Upsert API is used to insert multiple records per API call into the Company Person and Relationship Person objects that are tied to a unique record in the Person object
personRecordGsid: Get API allows you to get one record per API call from the Person
upsertSinglePerson: This Upsert API is used to insert or upsert a record into the Person object which is not associated with any Company or Relationship
insertCompany: Insert API is used to insert one or more records into the Gainsight’s Company object
personRecordEmail: Get API allows you to get one record per API call from the Person
Custom Actions
Gainsight connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other predefined actions do.
To know more about how to create custom actions, see Creating Custom Actions.
Freshsales
Freshsales is a leading CRM platform that lets you create and manage your customer communications with ease.
Availability: Workflows only
Triggers
New Contact: Triggers when a new contact is created
Contact Updated: Triggers when an existing contact is updated
New Deal: Triggers when a new deal is created
Deal Updated: Triggers when a deal is updated
Note: This trigger won’t be executed if you add/update a contact or a tag in an existing deal.
New Lead: Triggers when a lead is updated
Lead Updated: Triggers when a lead is updated
New Appointment: Triggers when a new appointment is created
New Sales Activity: Triggers when a new sales activity is created
Actions
Create Account: Create a new account
Create Contact: Create a new contact
Create Deal: Create a new deal
Create Lead: Create a new lead
Delete Accounts: Delete one or more accounts
Delete Contacts: Delete one or more contacts
Delete Deals: Delete one or more deals
Delete Leads: Delete one or more leads
Get Account Details: Retrieve the details of the specified account
Get Accounts: Retrieve the list pf some or all accounts
Get Contact Details: Retrieve the details of the specified contact
Get Contacts: Retrieve the list of some or all contacts
Get Deal Details: Retrieve the details of the specified deal
Get Deals: Get the list of some or all deals
Get Fields: Retrieve the fields of the specified entity
Get Lead Details: Retrieve the details of the specified lead
Get Leads: Retrieve the list of some or all leads
Update Account: Modify the details of the specified account
Update Contact: Modify the details of the specified contact
Update Deal: Modify the details of the specified deal
Update Lead: Modify the details of the specified lead
Create Appointment: Create a new appointment
Update Appointment: Update a specific appointment<
Create Sales Activity: Create a new sales activity
Update Sales Activity: Update a specific sales activity
Get Sales Activities: Retrieve some or all of sales activities
Get Appointments: Retrieve some or all of appointments
Get Appointment Details: Retrieve the details of a specific appointment
Get Sales Activity Details: Retrieve the details of a specific sales activity
Search Records: Search and retrieve the required records
Help Scout
Help Scout is a CRM platform that enables you to easily send targeted messages to customers, keep track of customer data, and make informed decisions with help of built-in reports feature.
Availability: Workflows only
Actions
Conversation Details: Retrieve details of a specific conversation
Create Customer: Create a new customer
Customer Details: Retrieve details of a specific customer
Get Conversations: Retrieve details of some or all conversations
Get Customers: Retrieve details of some or all customers
Get Mailboxes: Retrieve details of some or all mailboxes
Get Users: Retrieve details of some or all users
Mailbox Details: Retrieve details of a specific mailbox
Update Customer: Update details of a specific customer
User Details: Update details of a specific user
Intercom
Intercom offers an innovative CRM application that lets business owners interact with customers. It lets you create and manage contacts, leads, tasks,and accounts and tracks status of each lead.
Availability: Workflows only
Triggers
New Message from a User: Triggers when a new message is added by a user
Lead Added Email: Triggers when a lead email ID is added
Reply from a User: Triggers when a user replies
Reply from a Teammate: Triggers when a teammate replies
Note Added to Conversation: Triggers when a note is added to a conversation
Conversation Assigned to Teammate: Triggers when a new conversation is assigned to teammate
User Created: Triggers when a new user is created
User Email Updated: Triggers when the email ID of an existing user is updated
User Unsubscribed from Email: Triggers when an user is unsubscribed from email
User Tagged: Triggers when a user is tagged
User Untagged: Triggers when a user is untagged
Company Created: Triggers when a new company is created
Actions
List Users: Get a list of users
Update Lead: Update a specific lead
List Notes: Get a list of notes
List Leads: Get a list of leads
ist Conversations: Get list of conversations
List Companies: This activity lets you list companies
Get Note: This activity lets you get note
Get Count: This activity lets you get count
Delete User: This activity lets you delete user
Delete Lead: This activity lets you delete contact
Create or Update User: This activity lets you create or update user
Create or Update Company: This activity lets you create or update company
Create Note: This activity lets you create note
Create Lead: Create a new contact
Submit Event: Submit the specified event
Reply to Conversation as Admin: Reply to a conversation as an admin
Reply to Conversation as User: Reply to a conversation as a user
Get Conversation Details: Retrieve the details of the specific conversation
User or Lead Initiated Conversation: Initiate a conversation with a user or a lead
Admin Initiated Conversation: Initiate a conversation on behalf of an admin
Common Questions
How to retrieve the relevant IDs from your account?
Intercom action fields fetch these IDs with the help of API calls so that you can directly select them from the lookup. In order to enter these IDs manually, you need to search for the appropriate ID in your Intercom UI.
There are four types of IDs that we get in our Intercom account.
Intercom ID
User ID
Intercom User ID
Lead User ID
The first two IDs are associated with a user and last two IDs are associated with a lead.
To retrieve the user associated IDs, go to your Intercom account, and under select the All users option. Now, select a user whose ID you want to view, say Sam. A user activity window will open highlighting the details of the user. Scroll down the window and look for the Details section where you can see the User ID of Sam. At the same time, take a look at the URL of the account. The URL highlights the Intercom ID of the user which is a hexadecimal number as shown in the screenshot.
Follow the same procedure to retrieve the leas associated IDs, i.e. Intercom User ID and Lead User ID.
Go to the All leads option and select a lead user whose ID you want to view, say Jon. A user activity window will open highlighting the details of the user. Scroll down the window and look for the Details section where you can see the Lead User ID of Jon. At the same time, take a look at the URL of the account. The URL highlights the Lead User ID of the user which is a hexadecimal number as shown in the screenshot.
Nexmo SMS
Nexmo is a Communications Platform as a Service (CPaaS) that lets you communicate with other users through cloud-hosted voice, SMS, and chat services.
Availability: Workflows only
Triggers
Call Status Changed: Triggers when the status of any call associated with the specified application is changed
New Incoming SMS: Triggers when a new message is received on the specified inbound virtual number (recipient) of your Nexmo account
Actions
Buy Number: Buy the specified Inbound Virtual Number
Cancel Number: Cancel the subscription for the specified number
Create Application: Create a new application
Delete Application: Delete the specified application
Get Balance: Retrieve the total credit balance of your Nexmo account
Get Applications: Retrieve some or all applications
Get Messages: Retrieve some or all messages
Get Owned Numbers: Retrieve some or all numbers owned by you
Search Available Numbers: Search for available numbers
Send an SMS: Send an SMS to the specified number
Update Application: Update the details of the specified application
Update Number: Update the details of the specified number
Number Insight: Get insights on the specified Inbound Virtual Number
Common Questions
How to retrieve the API Key and API Secret key for Nexmo account
In order to create a Nexmo SMS connection, you would need to provide your Nexmo API key and API Secret key to webMethods.io Integration. Follow the steps given below to retrieve these keys:
Login to your Nexmo account.
Navigate to the ‘Getting Started’ tab given on the dashboard.
Here, the value of the ‘key’ field is the ‘API Key’.
Next, click on the ‘Show Password’ (or eye) icon to see the ‘API Secret Key’.
Nexmo Voice
Nexmo is a Communications Platform as a Service (CPaaS) that lets you communicate with other users through cloud-hosted voice, SMS, and chat services.
Availability: Workflows only
Actions
Get Calls: Retrieve some or all calls associated with your application
Make an Outbound Call: Make an outbound call to the specified number
Download Recording: Download a recording
Common Questions
How to retrieve the Application ID and Application Private Key
In order to create a Nexmo Voice connection, you are required to provide the ‘Application ID’ and ‘Private Key’ of the application for which you want to create the connection. Given below are the steps to retrieve the ‘Application ID’ and ‘Private Key:
Application ID
Login to your Nexmo account.
Navigate to the ‘Voice’ tab. Here you can see the list of all existing apps of your Nexmo account.
Locate the application for which you want to create a connection and copy the application ID listed against it.
Private Key
The application private key is generated and displayed when the app is created. Hence it is recommended that you note it for future use.
If you have created the application through Nexmo UI, its private key will be automatically downloaded on your local system. If you have create the application using the ‘Create Application’ action through webMethods.io Integration, you will get its private key in the output of the action.
Nimble
Nimble offers sales force automation and social CRM solution for small and mid-sized enterprises.
Availability: Workflows only
Actions
List Contact Notes: Retrieve list of all the notes attached to a particular contact in your Nimble account
List Contacts: Retrieve list of contacts saved in your Nimble account
Get Contacts: Retrieve more details on specified contacts
Delete Contacts: Delete existing contacts
Delete Contact Note: Delete a note that has been attached to contacts in your Nimble account
Create Task: Create a new task
Create Contact Note: Create note for your saved contacts
Oracle Customer Relationship Management Cloud
Oracle Customer Relationship Management (CRM) Cloud connects to Oracle REST API and allows you to create, update, retrieve, and query resources that are available in Oracle CRM Cloud.
Availability: Workflows and FlowServices
Custom Actions
Oracle CRM Cloud connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.
To know more about how to create custom actions, see Creating Custom Actions.
Oracle Finance and Supply Chain Management
Oracle Finance and Supply Chain Management (FSCM) cloud connects to Oracle REST API and allows you to create, update, retrieve, and query resources that are available in Oracle ERP Cloud, Oracle Financial Cloud, Oracle SCM Cloud, etc.
Availability: Workflows and FlowServices
Actions
create: Creates a new object
update: Updates the details of the specified object
retrieve: Returns the details of an object
query: Searches objects based on a criteria
Custom Actions
Oracle FSCM connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.
Oracle Human Capital Management
Oracle Human Capital Management (HCM) Cloud connects to Oracle REST API and allows you to create, update, retreive, and query resources that are available in Oracle HCM Cloud.
Availability: Workflows and FlowServices
Actions
create: Creates a new object
update: Updates the details of the specified object
retrieve: Returns the details of an object
query: Searches objects based on a criteria
Custom Actions
Oracle HCM connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.
OrangeHRM
OrangeHRM is an open-source resource management tool for SMBs as well as enterprises.
Availability: Workflows only
Actions
- Get Jobs: Retrieve the details of all jobs
Quickbooks Online
QuickBooks Online is an online accounting software that manages accounts, payments, and payroll functions.
Availability: Workflows only
Triggers
- New Customer: Triggers when a new customer is added
- New Purchase Order: Triggers when a new purchase order is created
- New Invoice: Triggers when a new invoice is generated
- New Supplier/Vendor: Triggers when a new supplier/vendor is added
- New Estimate: Triggers when a new estimate is created
- New Payment: Triggers when a new payment is made
- New Sales Receipt: Triggers when a new sales receipt is generated
Actions
Common Questions
How to enable and view departments in Quickbooks?
To enable departments feature for your Quickbooks Online account, follow the steps given below:
After you have signed in to your Quickbooks Online account, click on Settings (Gear) icon located at the top right side of the window and select Company Settings option from the list of options that appear.
This will redirect you to the Settings window.
Click on the Edit icon given against Categories field and select the checkbox for Track Locations option. A drop-down list for Location Label will appear. Select Department from the list and click on Save.
This will enable the departments feature for your Quickbooks Online account.
To view the departments, follow the steps given below:
After you have signed in to your Quickbooks Online account, click on Settings (Gear) icon located at the top right side of the window and select All Lists option from the list of options that appear.
This will redirect you to a new window.
Click on Departments option to see the list of all departments of your Quickbooks Online account
Salesforce CRM - SOAP
Salesforce CRM provides cloud computing as well as social enterprise Software-as-a-Service (SaaS). It supports all business objects (for example, Account) and operations including any customization done on the Salesforce instance. It also supports Salesforce analytics using wave.
Availability: Workflows and FlowServices
API Versions: 44, 48, 51, 53
API Types: SOAP
Authentication and Authorization: SOAP, REST, ODATA and Streaming, Events
Key Capabilities: Anonymous, Basic/Credentials, API key, OAuth, OAuth Flows (Code Authorization Flow, OAuth + JWT Token Support and so on), AWS Signature V2, v3, v4, SSL – 1 way or 2 way SSL)
Prerequisites:
- Salesforce web service login and password information.
- Salesforce account you are using has privileges to connect to the Salesforce API. If you are unsure of your privileges, your Salesforce representative can provide you with a Sender ID and password specific to the Salesforce API.
- You are familiar with Salesforce objects and the Salesforce APIs.
- Replace your current password in the Salesforce connection with a combination of your password and a security token. This replacement is needed due to a Salesforce security change.
- If you want to use the Bulk API, verify that you have enabled the Bulk API feature in your organization.
Triggers
Account Deleted: Triggers when an existing account is deleted
Account Updated: Triggers when an existing account is updated
Campaign Deleted: Triggers when an existing campaign is deleted
Campaign Updated: Triggers when an existing campaign is updated
Case Deleted: Triggers when an existing case is deleted
Case Updated: Triggers when an existing case is updated
Contact Deleted: Triggers when an existing contact is deleted
Contact Updated: Triggers when an existing contact is updated
Lead Deleted: Triggers when an existing lead is deleted
Lead Updated: Triggers when an existing lead is updated
New Account: Triggers when a new account is created
New Campaign: Triggers when a new campaign is created
New Case: Triggers when a new case is created
New Contact: Triggers when a new contact is created
New Lead: Triggers when a new lead is created
New Object Record: Triggers when a new record is created in any object
New Opportunity: Triggers when a new opportunity is created
Object Record Deleted: Triggers when an existing record from an object is deleted
Object Record Updated: Triggers when an existing record is updated in an object
Opportunity Deleted: Triggers when an existing opportunity is deleted
Opportunity Updated: Triggers when an existing opportunity is updated
Actions
createAccounts: Creates a new account
createCampaign: Creates a new campaign
createContact: Creates a new contact
createEmailTemplate: Creates a new email template
createExternalData: Creates an external data
createExternalDataPart: Uploads a part of the data for the specified external data ID
createLeads: Creates a new lead
createOpportunities: Creates a new opportunity
createTask: Creates a new task
createUser: Creates a new user
deleteBusinessObjects: Deletes business objects with the specified ID
getDeletedBusinessObjectIDs: Returns IDs of all business objects deleted within a specified period
getUpdatedBusinessObjectIDs: Returns IDs of all business objects updated within a specified period
queryAccounts: Search accounts based on a criteria
queryAccountsByID: Search accounts by ID
queryCampaigns: Search campaigns based on a criteria
queryContacts: Search contacts based on a criteria
queryEmailTemplates: Search email templates based on a criteria
queryLeads: Search leads based on a criteria
queryLeadsByID: Search leads by ID
queryOpportunities: Search opportunities based on a criteria
queryOpportunitiesByID: Search opportunities by ID
queryTasks: Search tasks based on a criteria
queryUsers: Search users based on a criteria
updateAccounts: Updates the details of the specified ID account
updateExternalData: Updates external data of the specified ID
updateLeads: Updates the details of an existing lead with new data for the specified ID
updateOpportunities: Updates the details of an existing opportunity with new data for the specified ID
uploadDataToWave: Uploads data and initiates the data process for Insight
Custom Actions
Salesforce CRM connector lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.
To know more about how to create custom actions, click here.
Salesforce CRM - REST
Salesforce CRM is a leading CRM platform that lets you easily create and manage your customer records.
Availability: Workflows and FlowServices
API Versions: 45, 48, 51, 53
API Types: REST
Authentication and Authorization: OAuth flows (Code Authorization flow, OAuth + JWT Token support and so on)
Key Capabilities: $expand, $filter, Custom Fields Support, Salesforce Multi-Object
Prerequisites:
- Salesforce web service login and password information.
- Salesforce account you are using has privileges to connect to the Salesforce API. If you are unsure of your privileges, your Salesforce representative can provide you with a Sender ID and password specific to the Salesforce API.
- You are familiar with Salesforce objects and the Salesforce APIs. For this, try the following steps:
- Create a Connected App in Salesforce.
- Generate an Access and Refresh tokens using the REST client.
- Configure a Salesforce account in the webMethods.io Integration flow editor.
- Configure a Salesforce account in webMethods.io Integration.
Triggers
New Account: Triggers when a new account is created
New Contact: Triggers when a new contact is created
New Lead: Triggers when a new lead is created
New Opportunity: Triggers when a new opportunity is created
New Campaign: Triggers when a new campaign is created
New Case: Triggers when a new case is created
New Object Record: Triggers when a new object record is created
Account Updated: Triggers when an account is updated
Contact Updated: Triggers when a contact is updated
Lead Updated: Triggers when a lead is updated
Opportunity Updated: Triggers when an opportunity is updated
Campaign Updated: Triggers when a campaign is updated
Case Updated: Triggers when a case is updated
Object Record Updated: Triggers when an object record is updated
Comment Updated: Triggers when a comment is updated in a specific product
Account Deleted: Triggers when an account is deleted
Contact Deleted: Triggers when a contact is deleted
Lead Deleted: Triggers when a lead is deleted
Opportunity Deleted: Triggers when an opportunity is deleted
Campaign Deleted: Triggers when a campaign is deleted
Case Deleted: Triggers when a case is deleted
Object Record Deleted: Triggers when an object record is deleted
Actions
createAccount: Creates a new account
createCampaign: Creates a new campaign
createContact: Creates a new contact
createEmailTemplate: Creates a new email template
createLead: Creates a new lead
createOpportunity: Creates a new opportunity
createTask: Creates a new task
createUser: Creates a new user
deleteBusinessObjects: Deletes business objects with the specified ID
getDeletedBusinessObjectIDs: Returns IDs of all business objects deleted within a specified period
getUpdatedBusinessObjectIDs: Returns IDs of all business objects updated within a specified period
queryAccounts: Search accounts based on a criteria
queryAccountsByID: Search accounts by ID
queryCampaigns: Search campaigns based on a criteria
queryContacts: Search contacts based on a criteria
queryEmailTemplates: Search email templates based on a criteria
queryLeads: Search leads based on a criteria
queryLeadsByID: Search leads by ID
queryOpportunities: Search opportunities based on a criteria
queryOpportunitiesByID: Search opportunities by ID
queryTasks: Search tasks based on a criteria
queryUsers: Search users based on a criteria
updateAccount: Updates the details of the specified ID account
updateLead: Updates the details of an existing lead with new data for the specified ID
updateOpportunity: Updates the details of an existing opportunity with new data for the specified ID
Custom Actions
Salesforce CRM - REST connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.
To know more about how to create custom actions, click here.
Salesforce CRM - REST (Deprecated)
IMPORTANT NOTES
Deprecated connectors will continue to work as before and are fully supported by Software AG. If you are using deprecated connectors in your existing Workflows and/or FlowServices, they will work as expected. No new feature enhancements will be made for deprecated connectors. If you are creating new Workflows or FlowServices, it is recommended to use the provided alternative connectors instead of the deprecated connectors. The deprecation is applicable only for Actions. The deprecation is not applicable for Triggers, that is, Triggers are supported for both deprecated and alternative connectors. For the list of triggers, see the documentation for alternative connectors.
Salesforce CRM is a leading CRM platform that lets you easily create and manage your customer records. To use Salesforce CRM - REST actions and triggers, ensure that you are on one of the following editions:
- Enterprise Edition
- Umlimited Edition
- Developer Edition
- Performance Edition
Availability: Workflows only
Actions
Create Account: Create a new account
Create Campaign: Create a new campaign
Create Contact: Create a new contact
Create Email Template: Create a new email template
Create Lead: Create a new lead
Create Opportunity: Create a new opportunity
Create Record: Create a new record
Create Task: Create a new task
Create User: Create a new user
Delete Record: Delete a specific record
Execute SOQL query: Execute the specified SOQL story
Get Accounts: Retrieve the list of some or all accounts
Get Campaigns: Retrieve the list of some or all campaigns
Get Contacts: Retrieve the list of some or all contacts
Get Email Templates: Retrieve the list of some or all email templates
Get Leads: Retrieve the list of some or all leads
Get Opportunities: Retrieve the list of some or all opportunities
Get Records: Retrieve the list of some or all records
Get Tasks: Retrieve the list of some or all tasks
Get Users: Retrieve the list of some or all users
Update Record: Update the details of the specified record
Upsert Record: Modify an existing record or create a new one
Salesforce Bulk Data Loader
The Salesforce Bulk Data Loader connector provides support for Job and Batch resources. You can create, update, delete, query jobs and batches, as well as operate on large amounts of records asynchronously using batches, which are processed by Salesforce in the background.
Availability: FlowServices
API Versions: 44, 48, 51, 53
API Types: REST
Authentication and Authorization: Credentials, OAuth 2.0, JWT
Key Capabilities: Custom Fields Support, $filter
Prerequisites:
- Salesforce web service login and password information.
- Salesforce account you are using has privileges to connect to the Salesforce API. If you are unsure of your privileges, your Salesforce representative can provide you with a Sender ID and password specific to the Salesforce API.
- You are familiar with the Salesforce objects and APIs. For this, try the following steps:
- Create a Connected App in Salesforce.
- Generate an Access and Refresh tokens using the REST client.
Actions
abortOrCloseAJob: Ends or closes a job
getAllBatchDetails: Returns the batch list for the specified jobID
getBatchDetails: Returns high-level batch details for the specified batchID
getBatchRequest:Returns the batch request details
getJobDetails: Returns the job details
retrieveQueryBatchResult: Returns the results of a batch query for the specified batch and job identifiers
submitDeleteBatch: Submit multiple deletes of business objects as a batch
submitInsertBatch: Submits multiple insert requests of business objects as a batch
submitQueryBatch: Submits a batch of Salesforce queries for processing
submitUpdateBatch: Submits multiple update requests of business objects as a batch
Custom Actions
Salesforce Bulk Data Loader connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.
To know more about how to create custom actions, click here.
Salesforce Bulk v2 Data Loader
The Bulk API v2.0 provides a simple interface to quickly load large amount of the organization’s data into the Salesforce system and bulk query the information using the APIs provided in the connector.
Availability: FlowServices only
API Versions: 51
API Types: REST
Authentication and Authorization: Default authorization and OAuth 2.0
Key Capabilities: Custom Fields support
Prerequisites:
- Salesforce web service login and password information.
- Salesforce account you are using has privileges to connect to the Salesforce API. If you are unsure of your privileges, your Salesforce representative can provide you with a Sender ID and password specific to the Salesforce API.
- You are familiar with Salesforce objects and the Salesforce APIs. For this, try the following steps:
- Create a Connected App in Salesforce.
- Generate an Access and Refresh tokens using the REST client.
Actions
createAndUploadDataUsingMultipart: Creates a new job and uploads CSV data that you provide (for data sets with 100,000 characters or less).
createAndUploadJobData: Creates a new job and uploads CSV data that you provide (up to 150 MB).
getSuccessfulRecord: Lists all successfully processed records for a completed job.
getUnprocessedRecord: Lists unprocessed records for a completed job.
createQueryJob: Creates a Query job.
listJobs: Lists all jobs created in the organization.
getJobInfo: Retrieves detailed information about a job.
getAllQueryJobsInfo: Retrieves information about all Query jobs.
createJob: Creates a job for the Insert, Update, Upsert, Delete, and HardDelete operations.
uploadJobData: Uploads the CSV data you provide to run the job.
deleteJob: Deletes a job.
getQueryJobResult: Returns the result of a Query job.
AbortQueryJob: Ends a Query job.
closeOrAbortJob: Closes or ends a job.
getFailedRecord: Lists failed records for a completed job.
createAndUploadDataUsingMultipart: Creates a new job and uploads the CSV data you provide (up to 100,000 characters).
createAndUploadJobData: Creates a new job and uploads the CSV data you provide (up to 150 MB).
deleteQueryJob: Deletes a Query job.
getQueryJobInfo: Retrieves information about the Query job.
Custom Actions
Salesforce Bulk v2 Data Loader connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.
To know more about how to create custom actions, click here.
SAP Cloud for Customer (C4C) OData v2.0
SAP Cloud for Customer (C4C) including SAP Cloud for Sales, SAP Cloud for Service, and SAP Cloud for Social Engagement solutions allows you to do standard CRUD operations on business objects by connecting to the OData Service endpoint using the REST interface.
Availability: Workflows and FlowServices
API Versions: 2
API Types: REST
Authentication and Authorization: Basic authentication
Key Capabilities: Custom Fields support
Prerequisites:
- SAP C4C web service login and password information
- Knowledge of SAP C4C
- Working webMethods.io Integration tenant
Actions
queryAccountAddressByID: Queries the account address specified by ID
queryAccountAddresses: Queries the account addresses based on the query criteria
queryAccountByID: Queries the account specified by ID
queryAccounts: Queries the accounts based on the query criteria
queryContactByID: Queries the contact specified by ID
queryContacts: Queries the contacts based on the query criteria
queryEmailByID: Queries the email specified by ID
queryEmails: Queries the emails based on the query criteria
queryLeadByID: Queries the lead specified by ID
queryLeads: Queries the leads based on the query criteria
queryOpportunities: Queries the opportunities based on the query criteria
queryOpportunityByID: Queries the opportunity specified by ID
queryProductByID: Queries the product specified by ID
queryProducts: Queries the products based on the query criteria
readAccountAddressByIds: Reads multiple account addresses identified by Ids
readAccountByIds: Reads multiple account identified by Ids
readContactByIds: Reads multiple contacts identified by Ids
readEmailByIds: Reads multiple emails identified by Ids
readLeadByIds: Reads multiple leads identified by Ids
readOpportunityByIds: Reads multiple opportunities identified by Ids
readProductByIds: Reads multiple products identified by Ids
createAccount: Creates an account
createAccountAddress: Creates an account address
createAccountAddresses: Creates multiple new account addresses
createAccounts: Creates multiple new accounts.
createContact: Creates a contact.
createContacts: Creates multiple new contacts.
createEmail: Creates an email.
createEmails: Creates multiple new emails.
createLead: Creates a lead.
createLeads: Creates multiple new leads.
createOpportunities: Creates multiple new opportunities.
createOpportunity: Creates an opportunity.
createProduct: Creates a product.
createProducts: Creates multiple new products.
deleteAccount: Deletes an existing account specified by keyProperties.
deleteAccountAddress: Deletes an existing account address specified by keyProperties.
deleteAccountAddresses: Deletes multiple account addresses identified by the id field.
deleteAccounts: Deletes multiple accounts identified by the id field.
deleteContact: Deletes an existing contact specified by keyProperties.
deleteContacts: Deletes multiple contacts identified by the id field.
deleteEmail: Deletes an existing email specified by keyProperties.
deleteEmails: Deletes multiple emails identified by the id field.
deleteLead: Deletes an existing lead specified by keyProperties.
deleteLeads: Deletes multiple leads identified by the id field.
deleteOpportunities: Deletes multiple opportunities identified by the id field.
deleteOpportunity: Deletes an existing opportunity specified by keyProperties.
deleteProduct: Deletes an existing product specified by keyProperties.
deleteProducts: Deletes multiple products identified by the id field.
patchAccount: Patches an existing account specified by ID.
patchAccountAddress: Patches an existing account address specified by ID.
patchAccountAddresses: Patches multiple account addresses identified by the id field.
patchAccounts: Patches multiple accounts identified by the id field.
patchContact: Patches an existing contact specified by ID.
patchContacts: Patches multiple contacts identified by the id field.
patchEmail: Patches an existing email specified by ID.
patchEmails: Patches multiple emails identified by the id field.
patchLead: Patches an existing lead specified by ID.
patchLeads: Patches multiple leads identified by the id field.
patchOpportunities: Patches multiple opportunities identified by the id field.
patchOpportunity: Patches an existing opportunity specified by ID.
patchProduct: Patches an existing product specified by ID.
patchProducts: Patches multiple products identified by the id field.
updateAccount: Updates an existing account specified by ID.
updateAccountAddress: Updates an existing account address specified by ID.
updateAccountAddresses: Updates multiple account addresses identified by the id field.
updateAccounts: Updates multiple accounts identified by the id field.
updateContact: Updates an existing contact specified by ID.
updateContacts: Updates multiple contacts identified by the id field.
updateEmail: Updates an existing email specified by ID.
updateEmails: Updates multiple emails identified by the id field.
updateLead: Updates an existing lead specified by ID.
updateLeads: Updates multiple leads identified by the id field.
updateOpportunities: Updates multiple opportunities identified by the id field.
updateOpportunity: Updates an existing opportunity specified by ID.
updateProduct: Updates an existing product specified by ID.
updateProducts: Updates multiple products identified by the id field.
Custom Actions
SAP Cloud for Customer (C4C) OData v2.0 connector lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.
To know more about how to create custom actions, click here.
SoftVu
SoftVu provides marketing automation solutions that help businesses streamline their marketing communication processes.
Availability: Workflows only
Actions
Update Group: Update details of an existing group
Delete Sender: Delete an existing sender
Delete Group: Delete an existing group
Create or Update Lead: Create a new lead or update an existing lead
Get Optouts: Retrieve optouts database for a specific email address, or get the database of all optouts since a particular date
Get Senders: Retrieve list of all the senders
Get Lead: Retrieve more information about a particular lead
Get Groups: Retrieve list of all groups
Create New Sender: Create a new sender
Create New Group: Create a new group
Add Optout: Add optout to your database
Add Optin: Optin an email address
SugarCRM
SugarCRM is the leading CRM tool that lets you create and manage your customer records efficiently. You can add and update the details of various accounts, contacts, lead, and opportunities and can fetch their details quickly.
Availability: Workflows only
Triggers
New Account: Triggers when a new account is created
New Contact: Triggers when a new contact is created
New Lead: Triggers when a new lead is created
New Task: Triggers when a new task is created
New Opportunity: Triggers when a new opportunity is created
New Case: Triggers when a new case is created
New User: Triggers when a new user is created
New Report: Triggers when a new report is created
New Quote: Triggers when a new quote is created
Update Account: Triggers when an existing account is updated
Update Contact: Triggers when an existing contact is updated
Update Lead: Triggers when an existing lead is updated
Update Task: Triggers when an existing task is updated
Update Opportunity: Triggers when an existing opportunity is updated
Update Case: Triggers when an existing case is updated
Update User: Triggers when an existing user is updated
Update Report: Triggers when an existing report is updated
Update Quote: Triggers when an existing quote is updated
Zendesk (Deprecated)
IMPORTANT NOTES
Deprecated connectors will continue to work as before and are fully supported by Software AG. If you are using deprecated connectors in your existing Workflows and/or FlowServices, they will work as expected. No new feature enhancements will be made for deprecated connectors. If you are creating new Workflows or FlowServices, it is recommended to use the provided alternative connectors instead of the deprecated connectors. The deprecation is applicable only for Actions. The deprecation is not applicable for Triggers, that is, Triggers are supported for both deprecated and alternative connectors. For the list of triggers, see the documentation for alternative connectors.
Zendesk is a cloud-based customer service platform for enterprises. It allows you to create and manage organizations, and create and update tickets for the specified organizations.
Availability: Workflows only
Actions
Attach File to Ticket: Attach a file to the specified ticket
Create Organization: Create a new organization
Create Organizations: Create one or more organizations
Create Ticket: Create a new ticket
Create User: Create a new user
Create Users: Create multiple users
Delete Organization: Delete the specified organization
Delete Ticket: Delete the specified ticket
Delete User: Delete the specified user
Get Groups: Retrieve some or all groups
Get Organization Details: Retrieve the details of the specified organization
Get Organizations: Retrieve some or all organizations
Get Ticket Details: Retrieve the details of the specified ticket
Get Tickets: Retrieve the details of some or all tickets
Get Twitter Ticket Status: Retrieve the status of the specified Twitter ticket
Get User Details: Retrieve the details of the specified user
Get User’s Organizations: Retrieve the organization(s) associated with the specified user
Get Users: Retrieve the details of some or all users
List Comments of Ticket: Retrieve the comments associated with the specified ticket
List Ticket Audits: Retrieve the list of audits for the specified ticket
Update Ticket: Update the details of the specified ticket
Zendesk
Zendesk is a cloud-based customer service platform for enterprises. It allows you to create and manage organizations, and create and update tickets for the specified organizations.
Availability: Workflows and FlowServices
Triggers
Ticket Status: Triggers when a new ticket is created or an existing ticket is opened, solved, or closed
New User: Triggers when a new user is created
New Organization: Triggers when a new organization is created
Custom Actions
Zendesk connector lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.
To know more about how to create custom actions, click here.
Zoho CRM
Zoho CRM is a web-based CRM application that gives you an all-round view of your sales, marketing, inventory, customer support, and more.
Availability: Workflows only
Triggers
Lead Created: Triggers when a new lead is created
Account Created: Triggers when a new account is created
Contact Created: Triggers when a new contact is created
Deal Created: Triggers when a new deal is created
Invoice Created: Triggers when a new invoice is created
Case Created: Triggers when a new case is created
Vendor Created: Triggers when a new vendor is created
Quote Created: Triggers when a new quote is created
Product Created: Triggers when a new product is created
Campaign Created: Triggers when a new campaign is created
Solution Created: Triggers when a new solution is created
Call Created: Triggers when a new call is created
Task Created: Triggers when a new task is created
Event Created: Triggers when a new event is created
Note Created: Triggers when a new note is created
Activity Created: Triggers when a new activity is created
Account Updated: Triggers when an existing account is updated
Lead Updated: Triggers when an existing lead is updated
Contact Updated: Triggers when an existing contact is updated
Deal Updated: Triggers when an existing deal is updated
Invoice Updated: Triggers when an existing invoice is updated
Case Updated: Triggers when an existing case is updated
Vendor Updated: Triggers when an existing vendor is updated
Quote Updated: Triggers when an existing quote is updated
Product Updated: Triggers when an existing product is updated
Campaign Updated: Triggers when an existing campaign is updated
Solution Updated: Triggers when an existing solution is updated
Call Updated: Triggers when an existing call is updated
Task Updated: Triggers when an existing task is updated
Event Updated: Triggers when an existing event is updated
Note Updated: Triggers when an existing note is updated
Activity Updated: Triggers when an existing activity is updated
Actions
Create Record: Create a new record
Update Record: Update an existing record
Delete Record: Delete a specific record
Get Records: Retrieve the details of a specific record