Integration
Connect Salesforce to ChatBotKit
When something happens in Salesforce, your agent does the next thing in ChatBotKit. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want Salesforce and ChatBotKit 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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Connect Claude CodeEverything your agent can do with Salesforce and ChatBotKit
Triggers and actions 2 triggers · 26 actions
Trigger
New object recordPolling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- 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.
- 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.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- 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).
- 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.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- 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
Create RecordCreates a new record.
- Delete Bot
Deletes a bot by id. POST /v1/bot/delete.
- Delete Contact
Deletes a contact by id. POST /v1/contact/delete.
- Delete Conversation
Deletes a conversation by id. POST /v1/conversation/delete.
- Delete Dataset
Deletes a dataset by id. POST /v1/dataset/delete.
- Get Bot
Fetches a single bot by id. POST /v1/bot/fetch.
- Get Contact
Fetches a single contact by id. POST /v1/contact/fetch.
- Get Conversation
Fetches a single conversation by id, including its messages. POST /v1/conversation/fetch.
- Get Dataset
Fetches a single dataset by id. POST /v1/dataset/fetch.
- List Bots
Returns all bots on the account. POST /v1/bot/list (cursor pagination).
- List Contacts
Returns all contacts, cursor-paginated. POST /v1/contact/list.
- List Conversations
Returns all conversations, cursor-paginated. POST /v1/conversation/list.
- List Datasets
Returns all datasets, cursor-paginated. POST /v1/dataset/list.
- List Skillsets
Returns all skillsets, cursor-paginated. POST /v1/skillset/list.
- Update Bot
Updates an existing bot's fields. POST /v1/bot/update.
- Update Contact
Updates an existing contact's fields. POST /v1/contact/update.
- Update Conversation
Updates a conversation's metadata (e.g. name). POST /v1/conversation/update.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.