--- title: "Connect ilert and Salesforce - APIANT.ai" description: "When \"New or Updated Incident\" fires in ilert, your agent runs \"Create object record\" in Salesforce." canonical: "https://apiant.ai/connect/ilert-to-salesforce" --- # Connect ilert and Salesforce When **New or Updated Incident** fires in [ilert](https://apiant.ai/connections/ilert), your agent runs **Create object record** in [Salesforce](https://apiant.ai/connections/salesforce), or **New object record** in Salesforce to **Find User on Call** in ilert. Describe the whole flow and it is built, tested on every scenario and kept running. ilert **1** trigger ilert **12** actions Salesforce **2** triggers Salesforce **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ilert and Salesforce to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What ilert and Salesforce can do together ### From ilert to Salesforce - When **New or Updated Incident** in ilert then **Create object record** in Salesforce - When **New or Updated Incident** in ilert then **Find most recent created or updated record** in Salesforce ### From Salesforce to ilert - When **New object record** in Salesforce then **Find User on Call** in ilert - When **New or updated object record** in Salesforce then **Add Alert** in ilert Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with ilert and Salesforce ## Triggers and actions 3 triggers ยท 21 actions - Trigger **New or Updated Incident** Triggers when an incident (alert) on the chosen ilert alert source is created or changes: assigned, escalated, accepted, raised, commented on, resolved, or a responder is added or removed. - Action **Accept Incident** Accepts a pending ilert alert (formerly called an incident) on behalf of the connected user, stopping its escalation, and returns the updated alert. - Action **Add Alert** Creates an alert in ilert on the chosen alert source, which then escalates according to the source's escalation policy (or a policy or responders you specify). - Action **Add maintenance window** Creates a maintenance window in ilert that suppresses alerts for the chosen alert sources and services between a start and end time. - Action **Create Incident** Creates a new incident in ilert, optionally marking affected services and adding responders. Depending on the affected services, subscribers may be notified. - Action **Find User on Call** Finds the user currently on call for an on-call schedule, along with the start and end of their current shift. Returns found=false when nobody is on call. - Action **Get alert** Returns a single ilert alert by its id, including its summary, status, priority, alert source, escalation policy and responders. - Action **Get incident** Returns a single ilert incident by its id, including its status, severity, affected services and responders. - Action **Get maintenance window** Fetches a maintenance window by ID. An error occurs if the maintenance window is not found. - Action **List Alert Sources** Returns all alert sources in your ilert account, including each source's integration type, integration key, status and escalation policy. - Action **List incidents** Returns the incidents in your ilert account, optionally filtered by status, affected service, severity and declaration date. - Action **List users** Returns the users in your ilert account, with their name, email, role and contact settings. - Action **Resolve Incident** Resolves an ilert alert (formerly called an incident), closing it and stopping further escalation. - 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 โ€” 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). ## Each app on its own - [ **ilert** ilert is a platform for alerting, on-call management, and status pages.](https://apiant.ai/connections/ilert) - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) Reviews ## What our customers say ## More from ilert - [ **ilert to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ilert-to-slack) - [ **ilert to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/ilert-to-mailchimp) - [ **ilert to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ilert-to-stripe) - [ **ilert to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ilert-to-shopify) - [ **ilert to QuickBooks Online** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/ilert-to-quickbooks-online) - [ **ilert to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/ilert-to-pipedrive) ## More into Salesforce - [ **HubSpot to Salesforce** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesforce) - [ **Google Calendar to Salesforce** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesforce) - [ **Google Drive to Salesforce** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesforce) - [ **Mailchimp to Salesforce** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesforce) - [ **QuickBooks Online to Salesforce** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-salesforce) - [ **Pipedrive to Salesforce** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-salesforce) Questions ## ilert and Salesforce, answered ### ### What can start an automation from ilert? Any of ilert's 1 trigger in the catalog, including New or Updated Incident. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesforce when something happens in ilert? Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesforce to ilert? Yes. When something happens in Salesforce, your agent can act in ilert too. This page covers both directions: Salesforce's triggers and ilert's actions are listed here as well. ### ### Do I have to build a connector for ilert or Salesforce? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use ilert and Salesforce without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.