Connect Discourse and Salesforce
Integrate Discourse with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when Fetch New Posts from Discourse
Add Lead To Campaign in Salesforce when Fetch New Posts from Discourse
Create Attachment in Salesforce when Fetch New Posts from Discourse
Create Contact in Salesforce when Fetch New Posts from Discourse
Create Note in Salesforce when Fetch New Posts from Discourse
Popular Discourse + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Discourse
When this happens...
Fetch New Posts
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 Fetch New Posts from Discourse
Use this flowAdd Lead To Campaign in Salesforce when Fetch New Posts from Discourse
Use this flowCreate Attachment in Salesforce when Fetch New Posts from Discourse
Use this flowCreate Contact in Salesforce when Fetch New Posts from Discourse
Use this flowCreate Note in Salesforce when Fetch New Posts from Discourse
Use this flowUpdate Contact in Salesforce when Fetch New Posts from Discourse
Use this flowCreate Lead in Salesforce when Fetch New Posts from Discourse
Use this flowUpdate Lead in Salesforce when Fetch New Posts from Discourse
Use this flowCreate Account in Salesforce when Fetch New Posts from Discourse
Use this flowCreate Campaign in Salesforce when Fetch New Posts from Discourse
Use this flowSupported Triggers & Actions
Everything you can automate between Discourse and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
Fetch New Posts
Retrieve posts created on the Discourse forum since the specified recent time (returns posts from the last N minutes).
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 Discourse integrations.
Create Post
Add a post to Discourse — reply to an existing topic or start a new topic with a title and category.
Create Discourse User
Create a new Discourse user account with name, email, username, and password. Optionally activate and approve the account; returns confirmation or activation instructions.
Create Tag Group
Creates a new tag group in Discourse.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead To Campaign
Adds an existing lead to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
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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About Discourse
Discourse is a modern forum solution that facilitates community discussions, Q&A, and social interactions. It offers a range of features including real-time notifications, moderation tools, and customizable themes to enhance user engagement.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Discourse 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 Discourse 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 Discourse triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Discourse. 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 Discourse and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Discourse 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.
