Integration

Connect Salesforce to Yay! Forms

When something happens in Salesforce, your agent does the next thing in Yay! Forms. Describe it in plain language and the automation is built, tested on every branch and kept running.

Salesforce2 triggersSalesforce9 actionsYay! Forms1 triggerYay! Forms12 actions

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What do you want Salesforce and Yay! Forms to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Salesforce and Yay! Forms

Triggers and actions 3 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 Response
Triggers when a new response is submitted.
Action
Create Field
Adds a new question field to a Yay! Forms form and returns the created field.
Action
Create Form
Creates a new form in a Yay! Forms workspace and returns the created form, including its ID and public key.
Action
Delete Field
Deletes one question field from a Yay! Forms form.
Action
Delete Form
Deletes a Yay! Forms form along with its fields and responses.
Action
Get Form
Returns one Yay! Forms form with its settings, theme, status and response counts.
Action
Get Form Stats
Returns view, start and response counts for a Yay! Forms form, plus its completion rate and average time to complete.
Action
List Fields
Returns every question field on a Yay! Forms form, in the order they appear.
Action
List Forms
Returns the forms in a Yay! Forms workspace, one page at a time.
Action
List Responses
Returns the responses submitted to a Yay! Forms form, one page at a time.
Action
List Workspaces
Returns the Yay! Forms workspaces you have access to, with each workspace's id, name and plan.
Action
Update Field
Updates one question field on a Yay! Forms form. Anything you leave blank keeps its current value.
Action
Update Form
Updates a Yay! Forms form's details and settings. Anything you leave blank keeps its current value.

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The other way round: Yay! Forms to Salesforce