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Swiftype

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Integrations SwiftypeSalesforce

Create integrations between Swiftype and Salesforce

whenNew Document
Add Contact to Campaign

Add Contact to Campaign in Salesforce when New Document in Swiftype

whenNew Document
Add File to Record

Add File to Record in Salesforce when New Document in Swiftype

whenNew Document
Add Lead to Campaign

Add Lead to Campaign in Salesforce when New Document in Swiftype

whenNew Document
Create Contact

Create Contact in Salesforce when New Document in Swiftype

whenNew Document
Create Note

Create Note in Salesforce when New Document in Swiftype

whenNew Document
Update Contact

Update Contact in Salesforce when New Document in Swiftype

whenNew Document
Create Lead

Create Lead in Salesforce when New Document in Swiftype

whenNew Document
Update Lead

Update Lead in Salesforce when New Document in Swiftype

whenNew Document
Create Record

Create Record in Salesforce when New Document in Swiftype

whenNew Document
Update Record

Update Record in Salesforce when New Document in Swiftype

Actions and Triggers

When this happensTriggers

Swiftype

New Document

Triggers when a new Documents is created.

Swiftype

New Contact

Triggers when a new Contact is created.

Swiftype

New Lead

Triggers when a new Lead is created.

Swiftype

New Record

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

Swiftype

Updated Record

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

Swiftype

New Case Attachment

Triggers when a new Attachment is added to a case.

Do thisActions

Swiftype

Create Document

Creates a new Document.

Swiftype

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Swiftype

Add File to Record

Adds an existing file to an existing Record.

Swiftype

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Swiftype

Create Contact

Creates a new contact.

Swiftype

Create Note

Creates a new note and links it to a parent record

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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About Swiftype

Improve your website or app’s search function with Swiftype. Our easy-to-use tool helps users find what they need quickly and efficiently.

Website BuildersContent and Files
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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
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