Integration

Connect Salesforce to Knack

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

Salesforce2 triggersSalesforce9 actionsKnack1 triggerKnack11 actions

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What do you want Salesforce and Knack 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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You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

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Everything your agent can do with Salesforce and Knack

Triggers and actions 3 triggers · 20 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).
Trigger
New View Record
Fires when a new record appears in a Knack page view — polls a view's records (respects the view's access control and filters), the view-based counterpart to New Record.
Action
Create Record
Add a new record to a Knack object. Provide field values as a JSON object keyed by field key (e.g. field_1).
Action
Create View Record
create a record through a view, including inserting a connected record (view-based)
Action
Delete Record
Delete a record from a Knack object by ID.
Action
Delete View Record
delete a record through a view (view-based)
Action
Get Record
Retrieve a single record by ID from a Knack object.
Action
Get View Record
Retrieve a single record through a page view by its ID — returns only the fields exposed by the view and respects the view's access control, the view-based counterpart to Get Record.
Action
List Records
Retrieve records from a Knack object, with optional paging and filters.
Action
List View Records
retrieve records through a view (view-based, applies view permissions/filters)
Action
Update Record
Update an existing record in a Knack object by ID.
Action
Update View Record
update a record through a view (view-based)
Action
Upload File or Image
upload a file or image asset to associate with a record field

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The other way round: Knack to Salesforce