--- title: "Connect Salesforce and Vision6 - APIANT.ai" description: "When \"New object record\" fires in Salesforce, your agent runs \"Add a Contact\" in Vision6." canonical: "https://apiant.ai/connect/salesforce-to-vision6" --- # Connect Salesforce and Vision6 When **New object record** fires in [Salesforce](https://apiant.ai/connections/salesforce), your agent runs **Add a Contact** in [Vision6](https://apiant.ai/connections/vision6), or **Contact Was Added** in Vision6 to **Create object record** in Salesforce. Describe the whole flow and it is built, tested on every scenario and kept running. Salesforce **2** triggers Salesforce **9** actions Vision6 **4** triggers Vision6 **13** 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 Vision6 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 and Vision6 can do together ### From Salesforce to Vision6 - When **New object record** in Salesforce then **Add a Contact** in Vision6 - When **New or updated object record** in Salesforce then **Send transactional email** in Vision6 ### From Vision6 to Salesforce - When **Contact Was Added** in Vision6 then **Create object record** in Salesforce - When **Contact Was Updated** in Vision6 then **Find most recent created or updated record** in Salesforce 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 Vision6 ## Triggers and actions 6 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 **Contact Was Added** Triggered when a contact is added to the chosen list. - Trigger **Contact Was Deactivated** Triggered when a contact in the chosen list is deactivated. - Trigger **Contact Was Unsubscribed** Triggered when a contact in the chosen list unsubscribes from email. - Trigger **Contact Was Updated** Triggered when a contact in the chosen list is updated. - Action **Add a Contact** Adds one or more contacts to a Vision6 list and returns how many were sent. Vision6 does not return the new contact IDs; use Find contacts by criteria to look them up. - Action **Add field** Adds a new field to a Vision6 list and returns the new field's ID. - Action **Add list** Creates a new contact list in a Vision6 folder. - Action **Deactivate a Contact** Deactivates a contact in a Vision6 list so they no longer receive messages sent to that list. - Action **Delete a Contact** Deletes a contact from a Vision6 list. - Action **Find contacts by criteria** Returns the contacts in a list that match the search conditions you supply. - Action **Find messages by criteria** Returns the email and SMS messages that match your search criteria, such as subject, name or folder. - Action **List lists** Returns the contact lists in your Vision6 account, optionally filtered by search criteria and sorted. - Action **Reactivate a Contact** Reactivates a previously deactivated contact in a Vision6 list so they receive messages again. - Action **Send transactional email** Sends an email with the supplied subject and content to up to 100 recipients, adding or updating them as contacts on the chosen list. - Action **Subscribe a Contact** Subscribes a single contact to a Vision6 list, triggering the list's subscribe campaigns and autoresponders, and returns the contact's ID. - Action **Unsubscribe a Contact** Unsubscribes every contact with the given email address or mobile number from a list and adds them to the Unsubscriber List. - Action **Update a Contact** Updates one or more existing contacts in a Vision6 list with new field values. ## Each app on its own - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) - [ **Vision6** Grow your business with powerful email and SMS marketing by using Vision6.](https://apiant.ai/connections/vision6) 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 Vision6 - [ **HubSpot to Vision6** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vision6) - [ **Slack to Vision6** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vision6) - [ **Google Sheets to Vision6** Google Sheets](https://apiant.ai/connect/google-sheets-to-vision6) - [ **Gmail to Vision6** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vision6) - [ **Google Calendar to Vision6** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vision6) - [ **Google Drive to Vision6** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-vision6) Questions ## Salesforce and Vision6, 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 Vision6 when something happens in Salesforce? Any of Vision6's 13 actions, including Send transactional email, Update a Contact, Add a Contact and Add field. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Vision6 to Salesforce? Yes. When something happens in Vision6, your agent can act in Salesforce too. This page covers both directions: Vision6's triggers and Salesforce's actions are listed here as well. ### ### Do I have to build a connector for Salesforce or Vision6? 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 Vision6 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.