--- title: "Connect Salesforce to Aurora Inbox - APIANT.ai" description: "When \"New object record\" fires in Salesforce, your agent runs \"Send media message\" in Aurora Inbox." canonical: "https://apiant.ai/connect/salesforce-to-aurora-inbox" --- # Connect Salesforce to Aurora Inbox When **New object record** fires in [Salesforce](https://apiant.ai/connections/salesforce), your agent runs **Send media message** in [Aurora Inbox](https://apiant.ai/connections/aurora-inbox). Describe the whole flow and it is built, tested on every scenario and kept running. Salesforce **2** triggers Salesforce **9** actions Aurora Inbox **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesforce and Aurora Inbox 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 Salesforce can start in Aurora Inbox - When **New object record** in Salesforce then **Send media message** in Aurora Inbox - When **New or updated object record** in Salesforce then **Send message** in Aurora Inbox 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 Salesforce and Aurora Inbox ## Triggers and actions 2 triggers · 29 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 chat** Creates a new chat conversation for a contact on a specific channel. - Action **Add company** Adds a new company. - Action **Add tag** Creates a tag in Aurora Inbox that can be attached to any chat. If a tag with the same name already exists, that tag is returned. - Action **Create Opportunity** Create a new opportunity - Action **Delete contact** Deletes a contact by its ID. - Action **Find chats by criteria** Returns up to 25 chats that match the specified search term, channel, team, unanswered and unread criteria. - Action **Get Chat** Returns one chat by id: contact, channel, channel type, owner, agents and status flags. - Action **Get company** Fetches a single company by id. - Action **Get contact** Fetches a single contact by id. - Action **Get or Create Contact** Finds a contact by phone number, or creates one when no contact has that number. When a contact is found, any name, email, company name and custom property values you supply are applied to it. - Action **List Chat Opportunities** Returns the opportunities (deals) attached to a chat. - Action **List Chat Tags** Returns all tags currently attached to a chat: attachment id, roomId, tagId, tagName. - Action **List companies** Lists companies in Aurora Inbox, optionally filtered by a keyword search. - Action **List tags** Returns all tags configured in the Aurora Inbox account, optionally with the number of chats tagged with each. - Action **List teams** Returns all teams configured in the Aurora Inbox account, including their members and roles. - Action **Send media message** Sends a file (image, video, audio or document) to an Aurora Inbox chat, with an optional caption. - Action **Send message** Sends a text message, or an internal note visible only to agents, to an Aurora Inbox chat. - Action **Tag chat** Attaches a tag to a chat, either an existing tag or one looked up by name (created if no tag with that name exists). If the chat already has the tag, the existing attachment is returned. - Action **Update company** Updates fields on an existing company. - Action **Update Contact** Updates an existing contact's name, phone, email, company name and custom property values. Blank fields keep their current values. ## Each app on its own - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) - [ **Aurora Inbox** Aurora Inbox transforms your business WhatsApp into an intelligent sales hub.](https://apiant.ai/connections/aurora-inbox) Reviews ## What our customers say ## More from Salesforce - [ **Salesforce to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesforce-to-slack) - [ **Salesforce to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/salesforce-to-google-sheets) - [ **Salesforce to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesforce-to-stripe) - [ **Salesforce to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesforce-to-shopify) - [ **Salesforce to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/salesforce-to-notion) - [ **Salesforce to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/salesforce-to-trello) ## More into Aurora Inbox - [ **monday.com to Aurora Inbox** monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what...](https://apiant.ai/connect/monday-com-to-aurora-inbox) - [ **Telegram to Aurora Inbox** Telegram is a cloud-based instant messaging and voice over IP service developed by Telegram Messenger LLP.](https://apiant.ai/connect/telegram-to-aurora-inbox) - [ **HubSpot to Aurora Inbox** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-aurora-inbox) - [ **Slack to Aurora Inbox** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-aurora-inbox) - [ **Google Sheets to Aurora Inbox** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-aurora-inbox) - [ **Gmail to Aurora Inbox** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-aurora-inbox) Questions ## Salesforce and Aurora Inbox, answered ### ### What can start an automation from Salesforce? Any of Salesforce's 2 triggers in the catalog, including New object record and New or updated object record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Aurora Inbox when something happens in Salesforce? Any of Aurora Inbox's 20 actions, including Create Opportunity, Send media message, Send message and Update company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Aurora Inbox to Salesforce? Aurora Inbox has no triggers in the catalog today, so automations start in Salesforce. If you need the other direction, ask: your agent reads Aurora Inbox's API documentation and adds it. ### ### Do I have to build a connector for Salesforce or Aurora Inbox? 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 Salesforce and Aurora Inbox 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.