Integration
Connect Debitura to Salesforce
When something happens in Debitura, 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.
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What do you want Debitura 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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Triggers and actions 3 triggers · 20 actions
Trigger
New CaseTriggers when a new collection case appears in your Debitura account.
Action
Add Case MessagePosts a message on a Debitura collection case, visible to you and the assigned collection partner, who is emailed about it.
Action
Check Collection EligibilityChecks whether a debt can be collected in the debtor's country, and tells you which collection partner would take the case.
Action
Create CaseOpens a debt collection case in Debitura for a debtor you specify, with either a total owed or the unpaid invoices behind it.
Action
Find CaseLooks up a single debt collection case in Debitura by its case reference, your own reference, or its id, and returns the case.
Action
Find PaymentFinds one payment recorded on a Debitura case, by the payment's id, and returns it.
Action
Get Case FilesReturns the documents attached to a collection case.
Action
Get Case MessagesReturns the messages posted on a Debitura collection case, in the order they were sent.
Action
Get Case TimelineReturns everything that has happened on a collection case, in order, plus the stage the case has reached.
Action
Get Contract StatusReturns whether the agreements needed to collect on a case have been signed yet.
Action
Preview CaseChecks a debt before you file it: whether Debitura can collect it, which collection partner would take it, what it would cost, and any agreements you would need to sign. No case is created.
Action
Upload File to CaseAttach a document to a collection case, such as an invoice, contract, or correspondence. Supporting documents help the collection partner resolve the case faster.
Trigger
New object recordPolling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
Trigger
New or updated object recordPolling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
Action
Create object recordCreates 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 recordDeletes an existing SObject record by object type and record ID.
Action
Describe objectReturns 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 recordReturns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
Action
Find object recordsFinds 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 recordRetrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
Action
List objectsLists all available SObject types (standard and custom) on the org.
Action
SOQL queryExecutes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
Action
Update object recordUpdates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.