--- title: "Connect Salesforce to Plentyone - APIANT.ai" description: "When \"New object record\" fires in Salesforce, your agent runs \"Add contact\" in Plentyone." canonical: "https://apiant.ai/connect/salesforce-to-plentyone" --- # Connect Salesforce to Plentyone When **New object record** fires in [Salesforce](https://apiant.ai/connections/salesforce), your agent runs **Add contact** in [Plentyone](https://apiant.ai/connections/plentyone). Describe the whole flow and it is built, tested on every scenario and kept running. Salesforce **2** triggers Salesforce **9** actions Plentyone **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 Plentyone 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 Plentyone - When **New object record** in Salesforce then **Add contact** in Plentyone - When **New or updated object record** in Salesforce then **Add order** in Plentyone 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 Plentyone ## 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 contact** Creates a new contact (a person) in the plentyONE CRM. - Action **Add item** Creates an item in plentyONE together with its main variation, linked to a category and a unit. - Action **Add order** Creates an order (sales order, return, offer and other order types) in plentyONE with its items, addresses and contact relations. - Action **Add payment** Creates a payment in plentyONE, for example an incoming payment received through a payment method. - Action **Add variation** Creates a new variation of an existing item, optionally defined by attribute values and made visible in a store client. - Action **Find items by criteria** Finds items updated on or after a given time, optionally including their variations. - Action **Find orders by criteria** Finds orders matching criteria such as order type, status, creation or update date, referrer, item or variation. - Action **Get contact** Returns a single contact (person) from the plentyONE CRM by its id. - Action **Get item** Returns a single plentyONE item, including its global settings, free fields and main variation id. - Action **Get order** Returns a single order by its id, including its amounts, properties, addresses and order items. - Action **Get payment** Returns a single payment by its id, including amount, currency, payment method, status and properties. - Action **List categories** Returns the categories set up in PlentyONE, optionally only those of one type such as item categories. - Action **List contacts** Returns the contacts (people) saved in your PlentyONE system, with their contact options and linked accounts. - Action **List stock** Returns the stock levels of variations across all warehouses. - Action **List variations** Returns the variations of an item, including its main variation. - Action **List warehouses** Returns all warehouses set up in your PlentyONE system. - Action **Update contact** Updates an existing contact (person) in PlentyONE CRM. Only the fields you fill in are changed. - Action **Update item** Updates the item-level settings of an existing plentyONE item, such as manufacturer, condition, flags and customs data. - Action **Update order** Updates an existing plentyONE order, such as its status, owner, properties, dates, addresses or order items. - Action **Update variation** Updates an existing variation of an item in plentyONE, such as its number, availability, dimensions, weight or order quantities. ## Each app on its own - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) - [ **Plentyone** Multichannel e-commerce ERP platform for managing products, orders, inventory, and marketplaces.](https://apiant.ai/connections/plentyone) 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](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 Plentyone - [ **HubSpot to Plentyone** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-plentyone) - [ **Slack to Plentyone** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-plentyone) - [ **Google Sheets to Plentyone** Google Sheets](https://apiant.ai/connect/google-sheets-to-plentyone) - [ **Gmail to Plentyone** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-plentyone) - [ **Google Calendar to Plentyone** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-plentyone) - [ **Google Drive to Plentyone** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-plentyone) Questions ## Salesforce and Plentyone, 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 Plentyone when something happens in Salesforce? Any of Plentyone's 20 actions, including Update contact, Update item, Update order and Update variation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Plentyone to Salesforce? Plentyone has no triggers in the catalog today, so automations start in Salesforce. If you need the other direction, ask: your agent reads Plentyone's API documentation and adds it. ### ### Do I have to build a connector for Salesforce or Plentyone? 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 Plentyone 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.