Connect Contextual AI and Salesforce
Integrate Contextual AI with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Datastore in Contextual AI when New Contact in Salesforce
List Datastores in Contexualai when New Contact in Salesforce
Get Datastore Metadata in Contexualai when New Contact in Salesforce
Reset Datastore in Contexualai when New Contact in Salesforce
Delete Datastore in Contextual AI when New Contact in Salesforce
Popular Contextual AI + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Contextual AI
When this happens...
- Request a new Trigger for Contextual 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
Create Datastore in Contextual AI when New Contact in Salesforce
Use this flowList Datastores in Contexualai when New Contact in Salesforce
Use this flowGet Datastore Metadata in Contexualai when New Contact in Salesforce
Use this flowReset Datastore in Contexualai when New Contact in Salesforce
Use this flowDelete Datastore in Contextual AI when New Contact in Salesforce
Use this flowList Documents in Contexualai when New Contact in Salesforce
Use this flowGet Document Metadata in Contexualai when New Contact in Salesforce
Use this flowDelete Document from Contextual AI when New Contact in Salesforce
Use this flowList Agents in Contexualai when New Contact in Salesforce
Use this flowCreate Agent in Contexualai when New Contact in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between Contextual 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 Contextual AI integrations.
Create Datastore
Create a new Datastore.
List Datastores
Retrieve a list of Datastores.
Get Datastore Metadata
Get the details of a given Datastore, including its name, create time, and the list of Agents which are currently configured to use the Datastore.
Reset Datastore
Reset the give Datastore. This operation is irreversible and it deletes all the documents associated with the datastore.
Delete Datastore
Delete a given Datastore, including all the documents ingested into it. This operation is irreversible.
List Documents
Get list of documents in a given Datastore, including document id, name, and ingestion job status.
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 Contextual AI
Contextual AI is a cutting-edge platform that leverages artificial intelligence to provide context-aware solutions. It helps businesses and developers create applications that understand and respond to the context of user interactions, enhancing user experience and engagement.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Contextual 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 Contextual 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 Contextual AI triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Contextual 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 Contextual AI and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Contextual 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.
