Integration
Connect Typeform and Salesforce
When New Form Response fires in Typeform, your agent runs Create object record in Salesforce, or New object record in Salesforce to Create or Update Webhook in Typeform. Describe the whole flow 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 Typeform and Salesforce to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Typeform collects the answers; Salesforce holds the accounts, leads and cases they belong to. Connecting the two means a form submission can find the right Salesforce record and update it, and a change in Salesforce can create or adjust the Typeform form you send out. The agent builds the flow, tests every scenario and keeps it running.
Example flows
What Typeform and Salesforce can do together
From Typeform to Salesforce
When New Form Response in Typeform
then Create object record in Salesforce
When New Form Response in Typeform
then Find object records in Salesforce
From Salesforce to Typeform
When New object record in Salesforce
then Create or Update Webhook in Typeform
When New or updated object record in Salesforce
then Create Workspace in Typeform
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 Typeform and Salesforce
Triggers and actions 3 triggers · 29 actions
Trigger
New Form ResponsePolling trigger: fires for each new completed form submission. Polls the responses endpoint and dedups by response token.
Action
Create FormCreate a new form. Provide the full form definition object (title, fields, etc.).
Action
Create or Update WebhookCreate or update a webhook on a form. Set url, enabled, and optional secret/verify_ssl.
Action
Create ThemeCreate a new theme (name, colors, font, etc.).
Action
Create WorkspaceCreate a new workspace with the given name.
Action
Delete FormPermanently delete a form by its form ID.
Action
Delete ThemeDelete a theme by its ID.
Action
Delete WebhookDelete a webhook from a form by its tag.
Action
Delete WorkspaceDelete a workspace by ID.
Action
Get AccountRetrieve the authenticated user's account/profile (/me).
Action
Get FormRetrieve a single form definition by its form ID.
Action
Get ThemeRetrieve a single theme by its ID.
Action
Get WebhookRetrieve a single webhook on a form by its tag.
Action
Get WorkspaceRetrieve a single workspace by ID.
Action
List FormsRetrieve all forms in your Typeform account (paginated).
Action
List ImagesRetrieve all images in your account image library.
Action
List ResponsesRetrieve responses (submissions) for a form, with optional filters (completed, since, until, page_size).
Action
List ThemesRetrieve all themes in your account (paginated).
Action
List WebhooksList all webhooks configured on a form.
Action
List WorkspacesRetrieve all workspaces in your account (paginated).
Action
Update FormReplace an existing form definition (full PUT) by form ID.
Trigger
New object recordPolling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
Trigger
New or updated object recordPolling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
Action
Create object recordCreates 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 recordDeletes an existing SObject record by object type and record ID.
Action
Describe objectReturns 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 recordReturns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
Action
Find object recordsFinds 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 recordRetrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
Action
List objectsLists all available SObject types (standard and custom) on the org.
Action
SOQL queryExecutes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
Action
Update object recordUpdates 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
Reviews
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Questions
Typeform and Salesforce, answered
Can a Typeform response update a record that already exists in Salesforce?
Yes. The New Form Response trigger can feed Find object records or a SOQL query to locate the matching Lead, Contact or Opportunity by email or another field, then Update object record writes the answers onto it. If nothing matches, Create object record makes a new one instead.
Can Salesforce activity create a form in Typeform?
Yes. A new or updated Salesforce record can trigger Create Form, Create Workspace or Create or Update Webhook in Typeform, and List Forms can check what already exists first. The resulting form ID or link can be written back with Update object record in Salesforce.
What can start an automation from Typeform?
Any of Typeform's 1 trigger in the catalog, including New Form Response. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesforce when something happens in Typeform?
Any of Salesforce's 9 actions, including Create object record, Find object records, Find most recent created or updated record and Update object record. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesforce to Typeform?
Yes. When something happens in Salesforce, your agent can act in Typeform too. This page covers both directions: Salesforce's triggers and Typeform's actions are listed here as well.
Do I have to build a connector for Typeform or Salesforce?
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 Typeform and Salesforce 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.