Integration
Connect Salesforce to Tavily
When something happens in Salesforce, your agent does the next thing in Tavily. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want Salesforce and Tavily 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.
Ask the assistant
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.
Connect Claude CodeEverything your agent can do with Salesforce and Tavily
Triggers and actions 2 triggers · 16 actions
Trigger
New object recordPolling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
Trigger
New or updated object recordPolling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
Action
Create object recordCreates 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 recordDeletes an existing SObject record by object type and record ID.
Action
Describe objectReturns 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 recordReturns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
Action
Find object recordsFinds 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 recordRetrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
Action
List objectsLists all available SObject types (standard and custom) on the org.
Action
SOQL queryExecutes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
Action
Update object recordUpdates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
Action
CrawlCrawls a website starting from one address and returns the content of the pages it finds.
Action
Create research taskStarts a Tavily research task for a question you supply and returns its ID and status. Use the ID with Get research task status to collect the finished report.
Action
ExtractReads one or more web pages and returns their content as markdown or plain text, plus any addresses that could not be read.
Action
Get research task statusChecks a Tavily research task by its ID and returns its current status, and the finished report with its sources once the task is complete.
Action
Get usageReturns how many Tavily credits have been used this billing cycle, for both the API key and the account, along with the plan limits and a breakdown per feature.
Action
MapMaps a website starting from an address you supply and returns the list of pages found, without pulling their content.
Action
SearchSearches the web for a query you supply and returns ranked results with titles, addresses and snippets, plus an optional written answer.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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