Integration

Connect Salesforce to Atlas AI Revenue Engine

When something happens in Salesforce, your agent does the next thing in Atlas AI Revenue Engine. Describe it in plain language and the automation is built, tested on every branch and kept running.

Salesforce2 triggersSalesforce9 actionsAtlas AI Revenue Engine17 actions

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What do you want Salesforce and Atlas AI Revenue Engine to do together?

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 Salesforce and Atlas AI Revenue Engine

Triggers and actions 2 triggers · 26 actions

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).
Action
Add agent
Create a new AI agent from a template for a campaign.
Action
Add campaign
Create a new outbound/inbound calling campaign.
Action
Add contact
Manually add a contact to a campaign's contact list.
Action
Add tool
Create a new AI agent tool.
Action
Delete campaign
Delete a campaign.
Action
Delete contact
Delete a contact.
Action
Delete knowledge file
Delete a knowledge base file.
Action
Delete tool
Delete an AI agent tool.
Action
Get agent
Retrieve an AI agent by ID.
Action
Get campaign
Retrieve a campaign by ID.
Action
List campaigns
List all campaigns.
Action
List contacts
List contacts for a campaign.
Action
List knowledge files
List uploaded knowledge base files.
Action
List tools
List all AI agent tools.
Action
Update campaign
Update a campaign's settings.
Action
Update contact
Update a contact's details.
Action
Update tool
Update an AI agent tool's configuration.

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The other way round: Atlas AI Revenue Engine to Salesforce