Connect mattermost and Salesforce
Integrate mattermost with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular mattermost + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
mattermost
When this happens...
New Message Posted
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 Contact to Campaign dev
Get Message from Mattermost when New Account in Salesforce
Use this flowDelete Message in Mattermost when New Account in Salesforce
Use this flowSend Message in Mattermost when New Account in Salesforce
Use this flowUpdate Message in Mattermost when New Account in Salesforce
Use this flowAdd User to Channel in Mattermost when New Account in Salesforce
Use this flowCreate Channel in Mattermost when New Account in Salesforce
Use this flowSearch Messages in Mattermost when New Account in Salesforce
Use this flowFind User in Mattermost when New Account in Salesforce
Use this flowAdd Reaction in Mattermost when New Account in Salesforce
Use this flowAdd Contact to Campaign in Salesforce when New Message Posted in Mattermost
Use this flowSupported Triggers & Actions
Everything you can automate between mattermost and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Message Posted
Runs when a new message is posted in a chosen channel, optionally including thread replies.
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.
Do thisActions
Action is the task that follows automatically within your mattermost integrations.
Get Message
Get a single message by its ID.
Delete Message
Delete a message by its ID.
Send Message
Post a message to a channel or as a direct message, with optional thread reply, files and priority.
Update Message
Edit the text, pin state, files or props of an existing message.
Add User to Channel
Add one or more users to a channel.
Create Channel
Create a public or private channel in a team; choose team, handle, display name, type, and optional header or purpose.
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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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 mattermost
Mattermost offers modern team communication, behind your firewall. Share messages and files across phones and PCs, with archiving and instant search.
Learn moreSimilar apps
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your mattermost 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 mattermost 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 mattermost triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in mattermost. 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 mattermost and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire mattermost 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.
