Integration

Connect Salesforce to Previsto

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

Salesforce2 triggersSalesforce9 actionsPrevisto5 triggersPrevisto13 actions

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What do you want Salesforce and Previsto 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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Everything your agent can do with Salesforce and Previsto

Triggers and actions 7 triggers · 22 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
Completed Assignment
Triggers when an assignment is marked as completed in Previsto.
Trigger
Created Agreement
Triggers when a new service agreement is created in Previsto.
Trigger
Created Assignment
Triggers when a new assignment is created in Previsto.
Trigger
Created Contact
Triggers when a new contact is created in your Previsto account, and hands on that contact's details.
Trigger
Updated Contact
Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details.
Action
Create Agreement
Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.
Action
Create Assignment
Creates an assignment in Previsto for a customer and returns the created assignment.
Action
Create Contact
Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.
Action
Delete agreement
Deletes a service agreement from Previsto.
Action
Delete assignment
Deletes an assignment from Previsto.
Action
Delete contact
Deletes a contact from Previsto.
Action
Get account
Returns a single Previsto account, including its contact details, roles and location.
Action
Get agreement
Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.
Action
Get assignment
Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.
Action
Get contact
Returns a single Previsto contact, including its address, billing settings and notification preferences.
Action
List contacts
Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.
Action
Update agreement
Updates a service agreement in Previsto and returns the updated agreement.
Action
Update contact
Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.

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The other way round: Previsto to Salesforce