Integration

Connect Cakemail to Salesforce

When something happens in Cakemail, your agent does the next thing in Salesforce. Describe it in plain language and the automation is built, tested on every branch and kept running.

Cakemail8 triggersCakemail2 actionsSalesforce2 triggersSalesforce9 actions

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What do you want Cakemail and Salesforce to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

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Everything your agent can do with Cakemail and Salesforce

Triggers and actions 10 triggers · 11 actions

Trigger
New Contact
Triggers when a new Contact is added.
Trigger
New Email Bounce
Triggers when an email bounces.
Trigger
New Email Click
Triggers when a new Email Click is tracked.
Trigger
New Email Open
Triggers when a new Email Open is tracked.
Trigger
New List
Triggers when a List is created.
Trigger
New Suppressed Email
Triggers when a new Suppressed Email is added.
Trigger
Unsubscribed Contact
Triggers when a Contact is unsubscribed.
Trigger
Updated Contact
Triggers when a Contact is updated.
Action
Add Suppressed Email
Adds an email address to the Cakemail suppression list so no further mail is sent to it.
Action
Find Contact by Email
Returns the contacts on a Cakemail list whose email address matches the one you supply.
Trigger
New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
Trigger
New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
Action
Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
Action
Delete object record
Deletes an existing SObject record by object type and record ID.
Action
Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
Action
Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
Action
Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
Action
Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
Action
List objects
Lists all available SObject types (standard and custom) on the org.
Action
SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
Action
Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).

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The other way round: Salesforce to Cakemail