--- title: "Connect Salesforce to Tidio - APIANT.ai" description: "When \"New object record\" fires in Salesforce, your agent runs \"Add ticket\" in Tidio." canonical: "https://apiant.ai/connect/salesforce-to-tidio" --- # Connect Salesforce to Tidio When **New object record** fires in [Salesforce](https://apiant.ai/connections/salesforce), your agent runs **Add ticket** in [Tidio](https://apiant.ai/connections/tidio). Describe the whole flow and it is built, tested on every scenario and kept running. Salesforce **2** triggers Salesforce **9** actions Tidio **14** 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 Tidio 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 Tidio - When **New object record** in Salesforce then **Add ticket** in Tidio - When **New or updated object record** in Salesforce then **Send message on behalf of contact** in Tidio 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 Tidio ## Triggers and actions 2 triggers · 23 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 ticket** Creates a new ticket in Tidio on behalf of a contact, identified by their email address, with a subject and first message. - Action **Delete contact** Permanently deletes a Tidio contact. A deleted contact cannot be recovered. - Action **Delete ticket** Permanently deletes a Tidio ticket by its ID. - Action **Get contact** Returns a single Tidio contact by its ID, including name, email, phone, location, consent status and the contact's custom properties. - Action **Get ticket** Returns a single Tidio ticket with its details and full message history. - Action **List contact messages** Returns the full conversation for a contact: every message from the contact, chat operators and chatbots, plus a link to view the conversation in Tidio. - Action **List contacts** Returns the contacts in your Tidio project with all their properties, optionally filtered by email address. - Action **List departments** Returns all departments (teams of operators) in your Tidio project, with each department's ID and name. - Action **List operators** Returns every operator (chat agent) in your Tidio project, with their name, email, role and active status. - Action **List tickets** Returns all tickets in your Tidio project with their subject, status, priority, contact and assignment, without messages. - Action **Reply to ticket** Adds a reply message to an existing Tidio ticket, written either by an operator or by the ticket's contact, as a public reply or an internal note. - Action **Send message on behalf of contact** Sends a message into a contact's Tidio conversation as if the contact had written it, routing it to the assigned operator and any matching bot rules. - Action **Update contact** Updates an existing Tidio contact's name, email, phone, newsletter consent, external ID and custom contact properties. Only the values you fill in are changed. - Action **Update ticket** Updates an existing Tidio ticket's status, priority, assignment, tags or custom field values. Fields left blank are not changed. ## Each app on its own - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) - [ **Tidio** Tidio uniquely merges live chat, Bots, and Marketing Automation in one place to let you easily communicate...](https://apiant.ai/connections/tidio) 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 Tidio - [ **HubSpot to Tidio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tidio) - [ **Slack to Tidio** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tidio) - [ **Google Sheets to Tidio** Google Sheets](https://apiant.ai/connect/google-sheets-to-tidio) - [ **Gmail to Tidio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tidio) - [ **Google Calendar to Tidio** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tidio) - [ **Google Drive to Tidio** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-tidio) Questions ## Salesforce and Tidio, 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 Tidio when something happens in Salesforce? Any of Tidio's 14 actions, including Send message on behalf of contact, Update contact, Update ticket and Add ticket. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Tidio to Salesforce? Tidio has no triggers in the catalog today, so automations start in Salesforce. If you need the other direction, ask: your agent reads Tidio's API documentation and adds it. ### ### Do I have to build a connector for Salesforce or Tidio? 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 Tidio 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.