Connect Airtop and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Airtop
Choose an Action
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
Ready to use Airtop and Salesforce automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
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 Airtop integrations.
Create Session
Creates an Airtop browser session.
Terminate Session
Terminate a session
Create New Browser Window
Creates a new browser window inside a session. Can load a URL when created.
Load URL
Loads a URL on an existing window.
Click an Element
Executes a click on an element given a description
Get Browser Window Info
Get browser window information including a Live View URL.
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Frequently Asked Questions
To start, connect both your Airtop and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Airtop triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Airtop data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between Airtop and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Airtop and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Airtop
Airtop is an innovative AI-powered platform designed to enhance productivity and streamline workflows. By leveraging advanced artificial intelligence technologies, Airtop offers tools and solutions that cater to various business needs, enabling users to automate tasks, analyze data, and improve decision-making processes.
Learn MoreAbout 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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