--- title: "Connect PagerDuty and Salesforce - APIANT.ai" description: "When \"List Maintenance Windows\" fires in PagerDuty, your agent runs \"Create object record\" in Salesforce." canonical: "https://apiant.ai/connect/pagerduty-to-salesforce" --- # Connect PagerDuty and Salesforce When **List Maintenance Windows** fires in [PagerDuty](https://apiant.ai/connections/pagerduty), your agent runs **Create object record** in [Salesforce](https://apiant.ai/connections/salesforce), or **New object record** in Salesforce to **Create Note on Incident** in PagerDuty. Describe the whole flow and it is built, tested on every scenario and kept running. PagerDuty **2** triggers PagerDuty **26** 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 PagerDuty 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) If your on-call team runs PagerDuty and your customer-facing team runs Salesforce, joining the two keeps incident work and account records in one story. New PagerDuty incidents can open or update Cases against the right Account, and Case changes in Salesforce can raise, resolve or annotate the matching PagerDuty incident. Example flows ## What PagerDuty and Salesforce can do together ### From PagerDuty to Salesforce - When **List Maintenance Windows** in PagerDuty then **Create object record** in Salesforce - When **New Incidents** in PagerDuty then **Update object record** in Salesforce ### From Salesforce to PagerDuty - When **New object record** in Salesforce then **Create Note on Incident** in PagerDuty - When **New or updated object record** in Salesforce then **Create Incident** in PagerDuty 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 PagerDuty and Salesforce ## Triggers and actions 4 triggers · 35 actions - Trigger **List Maintenance Windows** Gets a list of maintenance windows. - Trigger **New Incidents** Polls for new incidents in PagerDuty. - Action **Add Responders** Request additional responders (a user or escalation policy) to help with an incident. - Action **Add Team Member** Add a user to a team with a given role. - Action **Create Incident** Creates an incident in PagerDuty. - Action **Create Note on Incident** Creates a note on a given incident. - Action **Delete or End a Maintenance Window** Deletes a maintenance window that hasn't started yet, or ends one that is ongoing. - Action **Get Escalation Policy** Retrieve a single escalation policy by its ID. - Action **Get Incident** Retrieve a single PagerDuty incident by id. - Action **Get Schedule** Retrieve a single on-call schedule by its ID. - Action **Get Service** Retrieve a single PagerDuty service by id. - Action **Get Team** Retrieve a single team by its ID. - Action **Get User Information** Gets a user's information based on provided ID. - Action **List Escalation Policies** List PagerDuty escalation policies. - Action **List Incident Notes** List all notes attached to an incident. - Action **List Incidents** List PagerDuty incidents with filters (statuses, service_ids, urgencies, date range). - Action **List On-Calls** List current on-call entries — who is on call now, by escalation policy/schedule/user/time window. - Action **List Schedule Overrides** List overrides on a schedule within a required since/until time window. - Action **List Schedules** List PagerDuty on-call schedules. - Action **List Services** List PagerDuty services. - Action **List Teams** List all teams in the account. - Action **List Users** List PagerDuty users. - Action **Manage Incidents** Bulk acknowledge or resolve multiple incidents in a single call. - Action **Snooze Incident** Snooze a triggered/acknowledged incident for a number of seconds so it won't re-alert until the snooze expires. - Action **Two-way sync add a maintenance window** Creates a maintenance window for use with two-way sync triggers. Does not update. Use only with two-way sync triggers. - Action **Two-way sync add or update an incident** Creates or updates an incident for use with two-way sync triggers. Use only with two-way sync triggers. - Action **Update Incident** Updates an incident in PagerDuty. Set status to acknowledged or resolved to manage the incident. - Action **Update Maintenance Window** Updates a maintenance window. - 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). ## Each app on its own - [ **PagerDuty** PagerDuty is an incident management and on-call alerting platform.](https://apiant.ai/connections/pagerduty) - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) Reviews ## What our customers say ## More from PagerDuty - [ **PagerDuty to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pagerduty-to-stripe) - [ **PagerDuty to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pagerduty-to-quickbooks-online) - [ **PagerDuty to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pagerduty-to-pipedrive) - [ **PagerDuty to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/pagerduty-to-trello) - [ **PagerDuty to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/pagerduty-to-zoom) - [ **PagerDuty to SendGrid** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/pagerduty-to-sendgrid) ## 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 — 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 ## PagerDuty and Salesforce, answered ### ### Can a PagerDuty incident be tied to the right Salesforce Account? Yes. The agent can read the affected service with Get Service, then use Find object records or a SOQL query in Salesforce to match an Account before it creates the Case, so nothing is filed against a guess. ### ### Can Salesforce changes close an incident in PagerDuty? Yes. The New or updated object record trigger in Salesforce can lead to Update Incident in PagerDuty with the status set to resolved or acknowledged, as long as the incident id is stored on the Salesforce record. ### ### What can start an automation from PagerDuty? Any of PagerDuty's 2 triggers in the catalog, including List Maintenance Windows and New Incidents. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesforce when something happens in PagerDuty? Any of Salesforce's 9 actions, including Create object record, Update object record, Find most recent created or updated 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 PagerDuty? Yes. When something happens in Salesforce, your agent can act in PagerDuty too. This page covers both directions: Salesforce's triggers and PagerDuty's actions are listed here as well. ### ### Do I have to build a connector for PagerDuty 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 PagerDuty 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.