Connect Cody.ai and Salesforce
Integrate Cody.ai with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Cody.ai + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Cody.ai
When this happens...
New Bot
New Message
New Folder
New Conversation
New Documents
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 Bot in getCody.ai
Use this flowAdd Lead To Campaign in Salesforce when New Bot in getCody.ai
Use this flowCreate Attachment in Salesforce when New Bot in getCody.ai
Use this flowCreate Contact in Salesforce when New Bot in getCody.ai
Use this flowCreate Note in Salesforce when New Bot in getCody.ai
Use this flowUpdate Contact in Salesforce when New Bot in getCody.ai
Use this flowCreate Lead in Salesforce when New Bot in getCody.ai
Use this flowUpdate Lead in Salesforce when New Bot in getCody.ai
Use this flowCreate Account in Salesforce when New Bot in getCody.ai
Use this flowCreate Campaign in Salesforce when New Bot in getCody.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Cody.ai and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Bot
Triggered when a new bot is created.
New Message
Triggered when a new message is created.
New Folder
Triggered when a new folder is created.
New Conversation
Triggered when a new conversation is created.
New Documents
Triggered when a new document is created.
New Contact
Triggers when a new Contact is created.
Do thisActions
Action is the task that follows automatically within your Cody.ai integrations.
Create Document
Uploads text content to a new document in your knowledge base.
Create Document from Webpage
The "Create Document from Webpage" action extracts content from a provided URL and saves it as a document in your knowledge base.
Delete Document
Delete a Document
Create Folder
creating a new folder
Create Conversation
Create a Conversation
Send Message
Send a Message
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 Cody.ai
Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, your team, your processes, and your clients with your own knowledge base. Use Cody as an employee to support your team, answer questions, help with creative work, troubleshoot issues, and brainstorm ideas.
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 Cody.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 Cody.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 Cody.ai triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Cody.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 Cody.ai and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cody.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.
