--- title: "Connect Salesforce to WooSender - APIANT.ai" description: "When \"New object record\" fires in Salesforce, your agent runs \"Send email message\" in WooSender." canonical: "https://apiant.ai/connect/salesforce-to-woosender" --- # Connect Salesforce to WooSender When **New object record** fires in [Salesforce](https://apiant.ai/connections/salesforce), your agent runs **Send email message** in [WooSender](https://apiant.ai/connections/woosender). Describe the whole flow and it is built, tested on every scenario and kept running. Salesforce **2** triggers Salesforce **9** actions WooSender **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 WooSender 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 WooSender - When **New object record** in Salesforce then **Send email message** in WooSender - When **New or updated object record** in Salesforce then **Send SMS message** in WooSender 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 WooSender ## 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 **Create Appointment** Creates an appointment between a contact and an assigned user in WooSender. - Action **Create Webhook** Subscribes a URL to receive WooSender event notifications. - Action **Delete Appointment** Deletes an appointment from WooSender. - Action **Delete Contact** Deletes a contact (prospect) from WooSender. - Action **Delete Webhook** Removes a WooSender event subscription. - Action **Find Appointments** Finds the appointments booked with a contact. - Action **Find Contact** Finds contacts whose name, email or phone matches a keyword. Returns up to 100 matching contacts. - Action **Get Appointment** Returns a single appointment by its id, including its title, times, assignee and contact. - Action **Get Contact** Returns a single WooSender contact by its ID, including name, email, phone, campaign, tags, notes and custom field values. - Action **List Campaigns** Returns all campaigns in the WooSender account with their ids and names. - Action **List Conversations** Returns the account's inbox conversations, optionally filtered by keyword, campaign, assignee, status or date range. - Action **Send email message** Sends an email message to a contact through WooSender. - Action **Send SMS message** Sends an SMS text message to a contact's phone number from your WooSender account. - Action **Update Appointment** Updates an existing WooSender appointment's title, time, assignee, contact and status. ## Each app on its own - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) - [ **WooSender** WooSender is a communication tool that helps you start, converse, and book more appointments on autopilot...](https://apiant.ai/connections/woosender) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 WooSender - [ **HubSpot to WooSender** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-woosender) - [ **Slack to WooSender** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-woosender) - [ **Google Sheets to WooSender** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-woosender) - [ **Gmail to WooSender** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-woosender) - [ **Google Calendar to WooSender** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-woosender) - [ **Google Drive to WooSender** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-woosender) Questions ## Salesforce and WooSender, 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 WooSender when something happens in Salesforce? Any of WooSender's 14 actions, including Create Appointment, Create Webhook, Send email message and Send SMS message. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WooSender to Salesforce? WooSender has no triggers in the catalog today, so automations start in Salesforce. If you need the other direction, ask: your agent reads WooSender's API documentation and adds it. ### ### Do I have to build a connector for Salesforce or WooSender? 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 WooSender 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.