Salesforce
Workato
Apps
Connect SysAid with Salesforce Via our embedded Workato offering to streamline your IT workflows and automations.
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Overview
Connect SysAid to Salesforce to automate end-to-end workflows that reduce manual work and improve cross-team collaboration.
Build precisely the integration you need—entirely within SysAid, using a no-code, drag-and-drop experience to listen to events, invoke supported actions, and exchange and transform data with custom logic, configurable mappings, field-level enrichment, and real-time or scheduled execution.
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Key capabilities
- Configurable mappings, transformations, and field-level enrichment for precise data sync.
- Real-time or scheduled automation with conditional logic and multi-step sequences.
- Built-in monitoring, retries, and permissions—managed in SysAid.
- Utilize the below triggers and actions in the integration you build.
Popular use cases
You can customize to fit you specific needs
Available triggers and actions in Salesforce
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Triggers
- Monitor changes in a record
- Case is closed
- Campaign is completed
- Account created
- Campaign created
- Campaign member created
- Case created
- Contact created
- New record
- New record
- New duplicate record item
- Duplicate record set created
- Lead created
- Note created
- Opportunity created
- New Outbound message
- New platform event
- New PushTopic event
- Export new records
- Export new/updated records
- Scheduled record search using SOQL query WHERE clause
- Scheduled records search using SOQL query
- New records
- New/updated records
- Threshold met for new records created
- Deleted record
- Account created/updated
- Campaign created/updated
- Campaign member created/updated
- Case created/updated
- Contact created/updated
- New/updated record
- New/updated record
- Lead created/updated
- Note created/updated
- Opportunity created/updated
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Actions
- Custom action
- Approve record in approval process
- Create records in bulk
- Update records in bulk
- Upsert records in bulk
- Create records in batches
- Update records in batches
- Create account
- Create campaign
- Add campaign member to campaign
- Create case
- Create contact
- Create record
- Publish platform event
- Create lead
- Create note
- Create opportunity
- Delete record
- Get account details
- Download attachment
- Get campaign details
- Get campaign member details
- Download file
- Get contact details
- Get record details by ID
- Get document by ID
- Get lead details
- Get opportunity details
- Get related list by parent record ID
- Get report by ID
- Get object schema
- Create records in bulk from CSV file
- Create records in bulk from CSV file (API 1.0)
- List reports
- Search accounts
- Search campaigns
- Search contacts
- Search leads
- Search opportunities
- Reject record in approval process
- Retry bulk job for failed records from CSV file
- Search records
- Search records using SOQL query WHERE clause
- Search records in bulk using SOQL query (API 1.0)
- Search records in bulk using SOQL query (API 2.0)
- Search records using SOQL query
- Submit record for approval
- Update account
- Update records in bulk from CSV file
- Update records in bulk from CSV file (API 1.0)
- Update campaign
- Update opportunity
- Update record
- Upload file
- Upsert records in bulk from CSV file
- Upsert records in bulk from CSV file (API 1.0)
- Upsert records in batches
- Upsert record
Available triggers and actions in SysAid
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Triggers
- Add Activity to a Service Record
- Add Agent to Groups
- Add End User to Groups
- Add a Note to a Service Record
- Convert Agent to End User
- Convert End User to Agent
- Create a New Agent
- Create a New Asset
- Create a New Attachment
- Create a New End User
- Create a New Group
- Create a Service Record
- Delete Agent
- Delete Asset by ID
- Delete End User
- Delete a Service Record
- Generates a Presigned URL for an Attachment Upload
- Get Agent by ID
- Get Asset by ID
- Get Category Hierarchy
- Get End User by ID
- Get Group Members
- Get Group by ID
- Get Indexes
- Get List of Agents
- Get List of Assets
- Get List of CIs
- Get List of Companies
- Get List of End Users
- Get List of Groups
- Get Service Record Template by ID
- Get Service Record Template by Service Record ID
- Get Service Record's Action Items
- Get a Service Record by ID
- Remove Agent from Groups
- Remove End User from Groups
- Resolve a Service Record
- Search Service Records by Specific Parameters
- Send a Message from a Service Record
- Update Agent Details
- Update End User Details
- Update Service Record Details
- Update an Asset
- Updates An Action Item Status
- Build your own SysAid Public API action with a HTTP request
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Actions
- Service Record Created (Real-time)
- Service Record Updated (Real-time)
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