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Integrations Skyvern Salesforce
Skyvern + Salesforce

Connect Skyvern and Salesforce to Build Intelligent Automations

Choose a Trigger

Skyvern

When this happens...

Choose an Action

Salesforce

Automatically do this!

Ready to use Skyvern and Salesforce automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Updated Skyvern Workflow

New or Updated Skyvern Workflow

Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.

New Contact

New Contact

Triggers when a new Contact is created.

New Lead

New Lead

Triggers when a new Lead is created.

New Record

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

New Case Attachment

New Case Attachment

Triggers when a new Attachment is added to a case.

Do thisActions

Action is the task that follows automatically within your Skyvern integrations.

Run a Workflow

Run a Workflow

Launch a Skyvern workflow run using a workflow ID and optional title, proxy location, webhook, and browser address. Returns the run ID, status, and a link to view the run.

Create and Run a Task V2

Create and Run a Task V2

Create and run a complicated goal.

Create and Run a Task

Create and Run a Task

Creates and starts a Skyvern task for a given URL and prompt, returning the task run ID, initial status, and app URL.

Get a Task

Get a Task

Fetch the full details of a specific task by its Task ID.

Create a session

Create a session

Start a new Skyvern browser session. Optionally set a session timeout and choose a proxy location.

Add Contact to Campaign

Add Contact to Campaign

Adds an existing contact to an existing campaign.

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Frequently Asked Questions

How do I start an integration between Skyvern and Salesforce?

To start, connect both your Skyvern and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Skyvern triggers actions in Salesforce (or vice versa).

Can we customize how data from Skyvern is recorded in Salesforce?

Absolutely. You can customize how Skyvern 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.

How often does the data sync between Skyvern and Salesforce?

The data sync between Skyvern and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Skyvern to Salesforce?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Skyvern and Salesforce?

Yes, you can set conditional logic to control the flow of data between Skyvern 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.

Skyvern

About Skyvern

Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.

ProductivityProject Management
Learn More
Salesforce

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.

CRMSales and CRM
Learn More

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