Connect Weaviate and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Weaviate
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 Weaviate and Salesforce automations
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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 Weaviate integrations.
Create a New Object Class
Create a new data object collection.
Create a New Tenant
Create a new tenant for a collection. Multi-tenancy must be enabled in the collection definition.
Remove an Object Class
Remove a collection from the schema. This will also delete all the objects in the collection.
Delete Tenants From a Class
Delete Tenants From a Class
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
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Frequently Asked Questions
To start, connect both your Weaviate and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Weaviate triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Weaviate 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 Weaviate 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 Weaviate 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 Weaviate
Weaviate is an open-source vector search engine that allows you to store, search, and manage data in a highly efficient manner. It is designed to handle large-scale data sets and provides powerful tools for semantic search and data management.
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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