Connect PromptMate.io and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for PromptMate.io
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
Ready to use PromptMate.io and Salesforce automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Actions and Triggers
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 PromptMate.io integrations.
Use a Specific Template
Use a specific template
List Projects
List all the projects
List Templates
List all the templates
Lists Available Languages
Lists all available languages
Lists Available Countries
Lists all available countries
Add Contact to Campaign
Adds an existing contact to an existing campaign.
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Frequently Asked Questions
To start, connect both your PromptMate.io and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in PromptMate.io triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how PromptMate.io 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 PromptMate.io 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 PromptMate.io 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 PromptMate.io
PromptMate.io is a cutting-edge platform designed to enhance and streamline the creation and management of AI-generated content. It offers tools and features that assist users in crafting high-quality prompts for various AI models, making it an essential resource for developers, content creators, and businesses looking to leverage AI technology effectively.
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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