Connect Codefresh and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
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
Create Event
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created in scheduled time.
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 Codefresh integrations.
Create Project
Creates a new project.
Create Teams
Create a new Codefresh team, add specified users, and apply optional tags.
Create Annotaions
Add an annotation to a Codefresh entity (pipeline, build, or deployment).
Search Project
Search projects with filters.
Delete a Project
Deletes a project.
List Build
Retrieve a paginated list of workflow builds, optionally filtered by status, pipeline, git provider/repo, trigger reason, and date range.
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Frequently Asked Questions
To start, connect both your Codefresh and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Codefresh triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Codefresh 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 Codefresh 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 Codefresh 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 Codefresh
Codefresh is a modern DevOps platform that streamlines software development and delivery. It offers powerful CI/CD tools to help developers build, test, and deploy applications efficiently, simplifying complex workflows for teams aiming to enhance their DevOps practices.
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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