Integration
Connect TimelinesAI to Salesforce
When something happens in TimelinesAI, your agent does the next thing in Salesforce. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want TimelinesAI and Salesforce 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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Or work from Claude Code
Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.
Connect Claude CodeEverything your agent can do with TimelinesAI and Salesforce
Triggers and actions 8 triggers · 10 actions
Trigger
New Incoming ChatTriggers when a new incoming chat is created.
- New Outgoing Chat
Triggers when a new outgoing chat is created.
- New Received Message
Triggers when a new incoming message is received.
- New Sent Message
Triggers when a new message is sent.
- New Uploaded File
Triggers when new uploaded_file is created.
- New Whatsapp Account
Triggers when new whatsapp_accounts is created.
- Send Uploaded File to Existing Chat
Sends uploaded file to existing chat.
Trigger
New object recordPolling 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).
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
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