
When this happens...

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Contact is created.
Triggers when a new Lead is created.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new Attachment is added to a case.
Triggers when a new task is created.
Action is the task that follows automatically within your Sentisight AI integrations.
Creates a Project.
Update an existing Project.
Delete an Existing Project.
List all Projects.
Adds an existing contact to an existing campaign.
Adds an existing lead to an existing campaign.
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To start, connect both your Sentisight AI and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Sentisight AI triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Sentisight AI 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 Sentisight AI 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 Sentisight AI 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.
Sentisight AI is a cutting-edge platform that leverages artificial intelligence to provide advanced image recognition and analysis capabilities. It is designed to help businesses and developers integrate powerful AI-driven image processing into their applications, enabling tasks such as object detection, image classification, and visual search.
Learn MoreSalesforce 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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