Connect Unify and Salesforce
Integrate Unify with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Unify + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Unify
When this happens...
New Assistant
New Queries
New Interface
Interface Checkpoint Created
New Tab
New Tile
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 in Salesforce when New Assistant in Unify
Use this flowAdd Lead To Campaign in Salesforce when New Assistant in Unify
Use this flowCreate Attachment in Salesforce when New Assistant in Unify
Use this flowCreate Contact in Salesforce when New Assistant in Unify
Use this flowCreate Note in Salesforce when New Assistant in Unify
Use this flowUpdate Contact in Salesforce when New Assistant in Unify
Use this flowCreate Lead in Salesforce when New Assistant in Unify
Use this flowUpdate Lead in Salesforce when New Assistant in Unify
Use this flowCreate Account in Salesforce when New Assistant in Unify
Use this flowCreate Campaign in Salesforce when New Assistant in Unify
Use this flowSupported Triggers & Actions
Everything you can automate between Unify and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Assistant
Triggers when a new assistant is created.
New Queries
Triggers when a new query is created.
New Interface
Triggers when a new interface is created in a specific project.
Interface Checkpoint Created
Triggers when a interface checkpoint is created.
New Tab
Triggers when a new tab is created in a specific interface.
New Tile
Triggers when a new tile is created in a specific tab.
Do thisActions
Action is the task that follows automatically within your Unify integrations.
Create Assistant
Create a new assistant.
Update an Assistant
Update assistant configuration.
Delete an Assistant
Delete an assistant.
Create Project
Create a new Project.
Rename Project
Rename a Project.
Creates Context
Creates a new context within a project.
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 Unify
Unify is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers tools and solutions that integrate AI capabilities into existing workflows, enabling businesses to optimize operations, improve decision-making, and drive innovation.
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 Unify 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 Unify 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 Unify triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Unify. 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 Unify and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Unify 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.
