--- title: "Connect ONLYOFFICE DocSpace and Salesforce - APIANT.ai" description: "When \"File Created\" fires in ONLYOFFICE DocSpace, your agent runs \"Create object record\" in Salesforce." canonical: "https://apiant.ai/connect/onlyoffice-docspace-to-salesforce" --- # Connect ONLYOFFICE DocSpace and Salesforce When **File Created** fires in [ONLYOFFICE DocSpace](https://apiant.ai/connections/onlyoffice-docspace), your agent runs **Create object record** in [Salesforce](https://apiant.ai/connections/salesforce), or **New object record** in Salesforce to **Create File** in ONLYOFFICE DocSpace. Describe the whole flow and it is built, tested on every scenario and kept running. ONLYOFFICE DocSpace **8** triggers ONLYOFFICE DocSpace **19** 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 ONLYOFFICE DocSpace 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 ONLYOFFICE DocSpace and Salesforce can do together ### From ONLYOFFICE DocSpace to Salesforce - When **File Created** in ONLYOFFICE DocSpace then **Create object record** in Salesforce - When **File Created in My Documents** in ONLYOFFICE DocSpace then **Find most recent created or updated record** in Salesforce ### From Salesforce to ONLYOFFICE DocSpace - When **New object record** in Salesforce then **Create File** in ONLYOFFICE DocSpace - When **New or updated object record** in Salesforce then **Create File in My Documents** in ONLYOFFICE DocSpace 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 ONLYOFFICE DocSpace and Salesforce ## Triggers and actions 10 triggers ยท 28 actions - Trigger **File Created** Triggers when a new file is created in the selected DocSpace folder or room. - Trigger **File Created in My Documents** Triggers when a new file is created in your My documents section. - Trigger **Folder Created** Triggers when a new folder is created inside the selected folder or room. - Trigger **Folder Created in My Documents** Triggers when a new folder is created in your My Documents section. - Trigger **Room Archived** Triggers when a room is moved to the Archive section of your DocSpace. - Trigger **Room Created** Triggers when a new room is created in the DocSpace portal. - Trigger **User Added** Triggers when a new user is added to the DocSpace portal. - Trigger **User Joined** Triggers when a user joins the DocSpace portal by activating their account. - Action **Archive Room** Moves a DocSpace room to the Archive section. - Action **Create File** Creates a new document, spreadsheet or presentation file in a DocSpace folder or room. - Action **Create File in My Documents** Creates a new blank document, spreadsheet or presentation in your My documents section. - Action **Create Folder** Creates a new folder with the given title inside a folder or room. - Action **Create Folder in My Documents** Creates a new folder in your My Documents section. - Action **Create Room** Creates a new room in the DocSpace Rooms section and returns the room's information. - Action **Delete Folder** Deletes a folder in DocSpace. The deletion runs as a background file operation, which is returned. - Action **Delete Folder From My Documents** Deletes a folder from My Documents in ONLYOFFICE DocSpace. - Action **Download File** Returns a temporary pre-signed download link for a DocSpace file. - Action **Download File From My Documents** Returns a temporary download link for a file in My Documents. - Action **Find User by Email** Finds a DocSpace user by email address and returns their profile. - Action **Get External Link** Returns the primary external (public share) link of a DocSpace room. - Action **Get Room Access List** Returns the list of users, groups and links that have access to a room, with their access rights. - Action **Invite User** Invites a person to the DocSpace portal by email with the chosen user role. - Action **Search File** Searches a DocSpace folder or room for files whose title matches the given text. - Action **Search Folder** Searches a DocSpace folder or room for subfolders whose name matches the given text and returns the matches. - Action **Share Room** Shares a room with a person by email or user id, giving them the chosen access level, and optionally sends them a notification. - Action **Upload File** Uploads a file from a URL into a chosen DocSpace folder or room. - Action **Upload File to My Documents** Uploads a file to your My documents section in ONLYOFFICE DocSpace. - 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 - [ **ONLYOFFICE DocSpace** ONLYOFFICE DocSpace is a room-based collaboration environment for organizing teamwork on an any content.](https://apiant.ai/connections/onlyoffice-docspace) - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) Reviews ## What our customers say ## More from ONLYOFFICE DocSpace - [ **ONLYOFFICE DocSpace to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/onlyoffice-docspace-to-supabase) - [ **ONLYOFFICE DocSpace to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/onlyoffice-docspace-to-slack) - [ **ONLYOFFICE DocSpace to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/onlyoffice-docspace-to-stripe) - [ **ONLYOFFICE DocSpace to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/onlyoffice-docspace-to-shopify) - [ **ONLYOFFICE DocSpace to QuickBooks Online** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/onlyoffice-docspace-to-quickbooks-online) - [ **ONLYOFFICE DocSpace to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/onlyoffice-docspace-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 ## ONLYOFFICE DocSpace and Salesforce, answered ### ### What can start an automation from ONLYOFFICE DocSpace? Any of ONLYOFFICE DocSpace's 8 triggers in the catalog, including File Created, File Created in My Documents, Folder Created and Folder Created in My Documents. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesforce when something happens in ONLYOFFICE DocSpace? 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 ONLYOFFICE DocSpace? Yes. When something happens in Salesforce, your agent can act in ONLYOFFICE DocSpace too. This page covers both directions: Salesforce's triggers and ONLYOFFICE DocSpace's actions are listed here as well. ### ### Do I have to build a connector for ONLYOFFICE DocSpace 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 ONLYOFFICE DocSpace 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.