Integration

Connect Nutshell to Salesforce

When something happens in Nutshell, 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.

Nutshell6 triggersNutshell12 actionsSalesforce2 triggersSalesforce9 actions

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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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Everything your agent can do with Nutshell and Salesforce

Triggers and actions 8 triggers · 21 actions

Trigger
Activity Logged
Triggers when an Activity is logged.
Trigger
Lead Won
Triggers when a lead is won.
Trigger
New Activity
Triggers when new Activity is created.
Trigger
New Company
Triggers when new Company is created.
Trigger
New Lead
Triggers when a new Lead is created.
Trigger
New Person
Triggers when new Person is created.
Action
Create Company
Creates a new Company.
Action
Create Lead
Creates a new Lead.
Action
Create Person
Creates a new Person.
Action
Find Company
Finds an existing company.
Action
Find Lead
Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads.
Action
Find Person
Finds an existing person.
Action
Find User
Finds an existing User.
Action
Log Activity
Creates and logs a new Activity.
Action
Update Company
Updates an existing Company.
Action
Update Lead
Updates an existing Lead.
Action
Update Lead Outcome
Updates a Lead Outcome.
Action
Update Person
Updates an existing Person.
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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