--- title: "Connect Personio and Salesforce - APIANT.ai" description: "When \"Employee Updated\" fires in Personio, your agent runs \"Create object record\" in Salesforce." canonical: "https://apiant.ai/connect/personio-to-salesforce" --- # Connect Personio and Salesforce When **Employee Updated** fires in [Personio](https://apiant.ai/connections/personio), your agent runs **Create object record** in [Salesforce](https://apiant.ai/connections/salesforce), or **New object record** in Salesforce to **Add project** in Personio. Describe the whole flow and it is built, tested on every scenario and kept running. Personio **7** triggers Personio **20** 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 Personio 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 Personio and Salesforce can do together ### From Personio to Salesforce - When **Employee Updated** in Personio then **Create object record** in Salesforce - When **Employment Updated** in Personio then **Find most recent created or updated record** in Salesforce ### From Salesforce to Personio - When **New object record** in Salesforce then **Add project** in Personio - When **New or updated object record** in Salesforce then **Create Absence** in Personio 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 Personio and Salesforce ## Triggers and actions 9 triggers ยท 29 actions - Trigger **Employee Updated** Triggers when an employee is updated. - Trigger **Employment Updated** Triggers when one or more Employment details of a Person are updated - Trigger **New Absence** Triggers when a new absence is created. - Trigger **New Candidate** Fires when a new recruiting candidate is added in Personio. - Trigger **New Employee** Triggers when a new employee is created. - Trigger **New Employment Created** Triggers when one or more Employment details of a Person are created - Trigger **New Open Position** Triggers when a new open position is created. - Action **Add project** /v2/projects - create a project. - Action **Create Absence** Creates a new absence. - Action **Create Attendance** Creates a new attendance. - Action **Create Employee** Creates a new employee. - Action **Delete absence** /v2/absence-periods/{id} - delete an absence period. - Action **Delete attendance** /v2/attendance-periods/{id} - delete an attendance period. - Action **Delete person** /v2/persons/{id} - delete a person. - Action **Find Absence** Finds an absence by employee ID. - Action **Find Employee** Finds a employee based on email. - Action **Find Person** Finds a person by their Personio ID, name, last name and email, optionally including their absence information. - Action **Get Employment** Retrieves one employment of a person by id: position, status, type, working hours, org units, cost centers, supervisor, office, legal entity, dates. - Action **List absence types** /v2/absence-types - list absence types. - Action **List Compensations** Lists compensations filtered by person.id and a start_date/end_date window; returns id, amount, interval, type, effective_from per record. - Action **List legal entities** /v2/legal-entities - list legal entities. - Action **List org units** /v2/org-units - list org units. - Action **List projects** /v2/projects - list projects. - Action **Update absence** /v2/absence-periods/{id} - update an absence period. - Action **Update Attendance** Updates an existing attendance. - Action **Update Employee** Updates an existing employee. - Action **Update Employment** updates an employment (position, department, office, weekly hours, status, etc.); requires personio:persons:write. Fires the employment.updated webhook. - 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 - [ **Personio** Personio is a holistic HR software for companies from 10 - 2000 employees.](https://apiant.ai/connections/personio) - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) Reviews ## What our customers say ## More from Personio - [ **Personio to Google Chat** Google Chat is a communication software developed by Google built for teams that provides direct messages...](https://apiant.ai/connect/personio-to-google-chat) - [ **Personio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/personio-to-slack) - [ **Personio to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/personio-to-stripe) - [ **Personio to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/personio-to-shopify) - [ **Personio to QuickBooks Online** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/personio-to-quickbooks-online) - [ **Personio to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/personio-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 ## Personio and Salesforce, answered ### ### What can start an automation from Personio? Any of Personio's 7 triggers in the catalog, including Employee Updated, Employment Updated, New Absence and New Candidate. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesforce when something happens in Personio? 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 Personio? Yes. When something happens in Salesforce, your agent can act in Personio too. This page covers both directions: Salesforce's triggers and Personio's actions are listed here as well. ### ### Do I have to build a connector for Personio 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 Personio 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.