Connect Floworg AI and Salesforce
Integrate Floworg AI with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Tag By Name To User when New Contact in Salesforce
Add Tag To User in Floworg AI when New Contact in Salesforce
Broadcast Sub flow To User in Floworgai when New Contact in Salesforce
Clear User Field in Floworg AI when New Contact in Salesforce
Clear User Field by Name in Floworg AI when New Contact in Salesforce
Popular Floworg AI + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Floworg AI
When this happens...
- Request a new Trigger for Floworg AI
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Tag By Name To User when New Contact in Salesforce
Use this flowAdd Tag To User in Floworg AI when New Contact in Salesforce
Use this flowBroadcast Sub flow To User in Floworgai when New Contact in Salesforce
Use this flowClear User Field in Floworg AI when New Contact in Salesforce
Use this flowClear User Field by Name in Floworg AI when New Contact in Salesforce
Use this flowCreate Custom Field in Floworg AI when New Contact in Salesforce
Use this flowCreate Tag in Floworgai when New Contact in Salesforce
Use this flowPause Bot Automation in Floworg AI when New Contact in Salesforce
Use this flowRemove Tag by Name from User in Floworgai when New Contact in Salesforce
Use this flowRemove Tag from User in Floworg AI when New Contact in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between Floworg AI and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Floworg AI integrations.
Add Tag By Name To User
Add tag by name to specific user
Add Tag To User
Add a tag to a specific user
Broadcast Sub flow To User
Broadcast sub flow by user ns list
Clear User Field
Clears the user variable field value
Clear User Field by Name
Clears the user variable field value by name
Create Custom Field
Create a bot field or user field
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Floworg AI
Floworg AI is an advanced AI-driven platform designed to streamline and enhance organizational workflows. By leveraging cutting-edge artificial intelligence, Floworg AI helps businesses automate routine tasks, optimize processes, and improve overall efficiency. Whether you're managing projects, coordinating teams, or handling complex data, Floworg AI provides the tools you need to stay ahead in a competitive market.
Learn more
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Floworg AI and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Floworg AI and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where Floworg AI triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Floworg AI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Floworg AI and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Floworg AI and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
