Connect Salesforce and Vaiz

Both apps 27Salesforce 11Vaiz 16

• 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
  New Task

  Triggers when a new task is created in Vaiz, optionally limited to one board or project.

• Trigger
  Task Completed

  Triggers when a task is marked completed, optionally limited to a board, project, assignees, parent task or milestones.

• Trigger
  Task Group Changed

  Triggers when a task moves to a different group (column) on its board.

• Action
  Add comment

  Posts a comment on a Vaiz task or document, optionally as a reply to another comment and with attached files.

• Action
  Create Task

  Creates a new task on a Vaiz board, with optional group, project, priority, assignees, dates, dependencies and custom field values.

• Action
  Delete comment

  Deletes a comment from a Vaiz task or document.

• Action
  Edit Task

  Updates an existing Vaiz task. Only the fields you fill in are changed.

• Action
  Get milestone

  Returns a single Vaiz milestone by its ID.

• Action
  Get project

  Returns a single Vaiz project by its ID, including its name, description, team, color and dates.

• Action
  Get task

  Returns a Vaiz task by its human-readable ID or database ID, including its custom field values.

• Action
  List milestones

  Returns all milestones in the connected Vaiz space, with their dates, task counts and status.

• Action
  List projects

  Returns all projects in the connected Vaiz space.

• Action
  List tasks

  Returns up to 50 tasks in the space, optionally filtered by board, project, assignees, parent task, milestones, completion or archived status.

• Action
  Move task

  Moves a task to another group (column) on its board, optionally at a given position.

• Action
  Update comment

  Edits the text of an existing comment and adds, reorders or removes its attached files.

• Action
  Update milestone

  Updates an existing milestone's name, description, dates, tags or color.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.