Integration

Connect Salesforce to Stiply

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

Salesforce2 triggersSalesforce9 actionsStiply8 actions

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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 Stiply

Triggers and actions 2 triggers · 17 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
Cancel sign request
Cancel an in-progress sign request. POST /v2/sign_requests/{sign_request}/actions/cancel
Action
Delete sign request
Delete a sign request. DELETE /v2/sign_requests/{sign_request}
Action
Extend sign request term
Extend the expiration term of a sign request. POST /v2/sign_requests/{sign_request}/actions/extend_term
Action
Get sign request
Retrieve a single sign request by id. GET /v2/sign_requests/{sign_request}
Action
Get sign request progress
Get the signing progress of a sign request. GET /v2/sign_requests/{sign_request}/progress
Action
List signers
List the signers of a sign request. GET /v2/sign_requests/{sign_request}/signers
Action
Send reminder
Send a reminder to signers of a sign request. POST /v2/sign_requests/{sign_request}/actions/send_reminder
Action
Send Sign Request
Sends a sign request in Stiply

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