Salesforce integration

Create custom integrations with Salesforce API in minutes by using our simple yet powerful drag-and-drop workflow builder. Keragon platform lets you add Salesforce to your existing Healthtech stack by dragging-and-dropping together any CRM data, then orchestrate any process at scale with powerful HIPAA compliant automated workflows.

Unlock siloed data throughout your entire patient management process and build powerful automations across your organization. Our triggers and actions, available in the Salesforce connector, will enable you to build powerful integrations with less engineering resources and without maintenance headaches.

Triggers

New Deleted Object (of Selectable Type)

Start workflow (at regular intervals) when an object of arbitrary type (selected as an input parameter by the user) is deleted. See the docs for more information.

Real-time

New Object

Start workflow immediately after an object of arbitrary type (selected as an input parameter by the user) is created

Real-time

New Updated Field on Record (of Selectable Type)

Start workflow (at regular intervals) when a field of your choosing is updated on any record of a specified Salesforce object. Field history tracking must be enabled for the chosen field. See the docs on field history tracking and history objects for more information.

Real-time

New Updated Object (of Selectable Type)

Start workflow (at regular intervals) when an object of arbitrary type (selected as an input parameter by the user) is updated. See the docs for more information.

Real-time

New Deleted Object

Start workflow immediately after an object of arbitrary type (selected as an input parameter by the user) is deleted

Real-time

New Object (of Selectable Type)

Start workflow (at regular intervals) when an object of arbitrary type (selected as an input parameter by the user) is created. See the docs for more information.

Real-time

New Updated Field on Record

Start workflow immediately after a field of your choosing is updated on any record of a specified Salesforce object

Real-time

New Updated Object

Start workflow immediately after an object of arbitrary type (selected as an input parameter by the user) is updated

Real-time

New Outbound Message

Start workflow when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.

Real-time

Actions

SOQL Search

Executes a SOQL query.

Update Contact

Updates a Contact, which is a person associated with an account. See Contact SObject and Update Record

Update Record

Updates a record of a given resource. here

Delete Opportunity

Deletes an opportunity. See Opportunity SObject and Delete Record

Create Opportunity

Creates an opportunity, which represents an opportunity, which is a sale or pending deal. See Opportunity SObject and Create Record

Create Lead

Creates a lead, which represents a prospect or lead. See Lead SObject and Create Record

Insert Blob Data

Inserts blob data in Salesforce standard objects.

Get Object Records

Retrieves all records in an object or a record in an object by the given ID or criteria. API Doc

Create Task

Creates a task, which represents a business activity such as making a phone call or other to-do items. See Task SObject and Create Record

Post a Message to Chatter Feed

Posts a message to the Chatter Feed. See doc