--- title: "Connect Salesforce and Wufoo - APIANT.ai" description: "When \"New object record\" fires in Salesforce, your agent runs \"Count Form Comments\" in Wufoo." canonical: "https://apiant.ai/connect/salesforce-to-wufoo" --- # Connect Salesforce and Wufoo When **New object record** fires in [Salesforce](https://apiant.ai/connections/salesforce), your agent runs **Count Form Comments** in [Wufoo](https://apiant.ai/connections/wufoo), or **New Form** in Wufoo 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 Wufoo **2** triggers Wufoo **12** 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 Wufoo 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) Wufoo collects the entries and Salesforce holds the records people work from, so joining them means a form submission can land on the right Contact, Lead, Case or Opportunity instead of sitting in a form report. It also works the other way: new Salesforce records can push an entry into a Wufoo form, and Salesforce records can be updated from what someone answered. Example flows ## What Salesforce and Wufoo can do together ### From Salesforce to Wufoo - When **New object record** in Salesforce then **Count Form Comments** in Wufoo - When **New or updated object record** in Salesforce then **Get Form Fields** in Wufoo ### From Wufoo to Salesforce - When **New Form** in Wufoo then **Create object record** in Salesforce - When **New Form Entry** in Wufoo then **Update object 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 Wufoo ## Triggers and actions 4 triggers · 21 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 **New Form** Polling trigger: fires when a new form is created on the account. - Trigger **New Form Entry** Polling trigger: fires when a new entry is submitted to the specified form. - Action **Count Form Comments** Return the number of comments on a form's entries. - Action **Count Form Entries** Return the number of entries submitted to a form. - Action **Get Form** Return a single form by its hash identifier. - Action **Get Form Fields** Return the field definitions for a form. - Action **Get Report** Return a single report by its hash identifier. - Action **Get Report Widgets** Return the widgets (charts/graphs) of a report. - Action **List Form Entries** Return entries submitted to a form. - Action **List Forms** Return all forms on the Wufoo account. - Action **List Report Entries** Return entries included in a report. - Action **List Reports** Return all reports on the Wufoo account. - Action **List Users** Return the users on the Wufoo account. - Action **Submit Form Entry** Submit a new entry to a form. Field values are passed as a map keyed by field id (e.g. Field1). ## Each app on its own - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) - [ **Wufoo** Wufoo is an easy way to build and manage online HTML forms and collect entries.](https://apiant.ai/connections/wufoo) 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 Wufoo - [ **HubSpot to Wufoo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wufoo) - [ **Mailchimp to Wufoo** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-wufoo) - [ **Shopify to Wufoo** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-wufoo) - [ **QuickBooks Online to Wufoo** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-wufoo) - [ **JIRA to Wufoo** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-wufoo) - [ **SendGrid to Wufoo** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/sendgrid-to-wufoo) Questions ## Salesforce and Wufoo, answered ### ### Can an entry update an existing Salesforce record instead of always creating a new one? Yes. The New Form Entry trigger in Wufoo can be followed by Find object records in Salesforce to match on a field such as email, then Update object record on the match, with Create object record used only when nothing is found. ### ### How do I know which Wufoo field maps to which Salesforce field? Get Form Fields in Wufoo returns the field definitions and their ids, and Describe object in Salesforce returns the field names for the object you are writing to. The agent uses both when setting up the mapping, and tests every scenario before it runs on real entries. ### ### 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 Wufoo when something happens in Salesforce? Any of Wufoo's 12 actions, including Get Form Fields, List Form Entries, Submit Form Entry and Count Form Comments. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Wufoo to Salesforce? Yes. When something happens in Wufoo, your agent can act in Salesforce too. This page covers both directions: Wufoo's triggers and Salesforce's actions are listed here as well. ### ### Do I have to build a connector for Salesforce or Wufoo? 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 Wufoo 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.