Connect Salesforce to DoneDone

Both apps 26Salesforce 11DoneDone 15

• 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 comment to task

  Adds a comment to a task. POST /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}/comment-only

• Action
  Add mailbox

  Creates a new mailbox with default settings. POST /{account_id}/mailboxes

• Action
  Add project

  Creates a new project. POST /{account_id}/internal-projects

• Action
  Add task

  Creates a new task in a project. POST /{account_id}/internal-projects/{internal_project_id}/tasks

• Action
  Delete task

  Permanently deletes a task. DELETE /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}

• Action
  Find tasks

  Returns a list of tasks matching search criteria. GET /{account_id}/tasks/search or POST /{account_id}/search/tasks

• Action
  Get mailbox

  Returns details of a mailbox including members and reply signature. GET /{account_id}/mailboxes/{mailbox_id}

• Action
  Get project

  Returns project details (name, favorited, members). GET /{account_id}/internal-projects/{internal_project_id}

• Action
  Get task

  Gets the details of a task. GET /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}

• Action
  List accounts

  Returns the accounts the user has access to. GET /accounts

• Action
  List mailboxes

  Returns mailbox ID/name pairs the user has access to. GET /{account_id}/mailboxes/for-selection

• Action
  List projects

  Returns project ID/name pairs the user has access to. GET /{account_id}/internal-projects/for-selection

• Action
  List workflows

  Returns all published workflows available for an account. GET /{account_id}/workflows/for-selection

• Action
  Update task status

  Updates the status for a task. PUT /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}/status

• Action
  Upload file

  Uploads a file and returns the ID of the file. POST /{account_id}/files/upload

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.