Integration
Connect Salesforce to Voiceflow
When something happens in Salesforce, your agent does the next thing in Voiceflow. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Salesforce and Voiceflow to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Salesforce can start in Voiceflow
When New object record in Salesforce
then Add knowledge base URL document in Voiceflow
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 Voiceflow
Triggers and actions 2 triggers · 19 actions
- New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- 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.
- 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.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- 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).
- 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.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- 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).
- Add knowledge base URL document
Create a knowledge base document sourced from a URL.
- Add playbook
Adds a playbook (a set of instructions that drives an agent toward a goal) to a Voiceflow project environment and returns the created playbook.
- Delete conversation state
Deletes the stored conversation state for one user, so their next turn starts the conversation from the beginning.
- Delete knowledge base document
Delete a knowledge base document by id.
- Find transcripts
Returns up to 20 transcripts (recorded conversations) in a Voiceflow project that match the given session, date range, environment, version and property filters.
- Send Event to Agent
Sends a custom event to a Voiceflow agent for a user's conversation, advancing it by one turn, and returns the traces the agent produced in reply.
- Send Message to Agent
Sends a user's text message to a Voiceflow agent, advancing the conversation by one turn, and returns the agent's reply.
- Send message to conversation
Sends a message into a user's conversation with a Voiceflow agent (a message-type turn) and returns the agent's reply.
- Start Agent Conversation
Starts (launches) a conversation with a Voiceflow agent for a user and returns the agent's opening reply.
- Update conversation variables
Merge variable values into a user's conversation state.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Salesforce and Voiceflow, 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 Voiceflow when something happens in Salesforce?
Any of Voiceflow's 10 actions, including Send Event to Agent, Send Message to Agent, Send message to conversation and Update conversation variables. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Voiceflow to Salesforce?
Voiceflow has no triggers in the catalog today, so automations start in Salesforce. If you need the other direction, ask: your agent reads Voiceflow's API documentation and adds it.
Do I have to build a connector for Salesforce or Voiceflow?
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.
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.