Connect M91 and Salesforce
Integrate M91 with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Channel Alert by ID from M91 when New Contact in Salesforce
Invite Direct Recipient via M91 when New Contact in Salesforce
Get Direct Alert by ID from M91 when New Contact in Salesforce
Invite Channel Members to a channel in M91 when New Contact in Salesforce
Create Channel in M91 when New Contact in Salesforce
Popular M91 + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
M91
When this happens...
- Request a new Trigger for M91
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 dev
Get Channel Alert by ID from M91 when New Contact in Salesforce
Use this flowInvite Direct Recipient via M91 when New Contact in Salesforce
Use this flowGet Direct Alert by ID from M91 when New Contact in Salesforce
Use this flowInvite Channel Members to a channel in M91 when New Contact in Salesforce
Use this flowCreate Channel in M91 when New Contact in Salesforce
Use this flowSend Direct Alert via M91 when New Contact in Salesforce
Use this flowSend Channel Alert via M91 when New Contact in Salesforce
Use this flowClose Channel Alert in M91 when New Contact in Salesforce
Use this flowDelete Direct Recipient from M91 when New Contact in Salesforce
Use this flowDelete Channel Member from M91 when New Contact in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between M91 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 M91 integrations.
Get Channel Alert by ID
Get a channel alert's status.
Invite Direct Recipient
Invite a person by phone so you can alert them directly once they accept in the M91 app.
Get Direct Alert by ID
Get an alert's status, who answered with notes and files, who is pending, and the decision.
Invite Channel Members
Invite one or more phone numbers to a channel by selecting it or entering its ID. Phones must be digits with country code (no +).
Create Channel
Create a team alert channel and return its send link, ready for Send Channel Alert.
Send Direct Alert
Send an alert to one phone number with title, description, severity, attachments, callback URL, response buttons, and auto-close.
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 M91
M91 is an alert escalation platform that routes critical notifications to the right people through push, SMS, and voice calls until an alert is acknowledged. It supports actionable alerts and sends responders’ actions back to the originating system.
Learn moreSimilar apps
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 M91 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 M91 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 M91 triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in M91. 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 M91 and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire M91 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.
