Put SalesforceSalesforce to work with
AI-driven automations

Connect Salesforce with the rest of your GTM stack to automate busywork, sync data and keep
your team focused on critical things that matter.

Actions

Get content notes for record

Retrieve Enhanced Notes (ContentNote) linked to a record via ContentDocumentLink

Find case

Search for cases with full-text search capabilities

Find campaign

Search for campaigns with full-text search capabilities

Find event

Search for events with full-text search capabilities

Update content note

Update an Enhanced Note (ContentNote)

Find contact

Search for contacts with full-text search capabilities

Get notes for record

Retrieve all notes attached to a specific Salesforce record

Get opportunity context

Retrieve all fields and metadata for the Opportunity object

Find account

Search for accounts with full-text search capabilities

Create content note

Create an Enhanced Note (ContentNote) and optionally link it to one or more records

Find task

Search for tasks with full-text search capabilities

Get event context

Retrieve all fields and metadata for the Event object

Find report

Search for reports with full-text search capabilities

Get account context

Retrieve all fields and metadata for the Account object

Get campaign member context

Retrieve all fields and metadata for the CampaignMember object

Get case context

Retrieve all fields and metadata for the Case object

Find lead

Search for leads with full-text search capabilities

Execute SOQL query

Run a SOQL query and automatically fetch all result pages

Update lead

Update an existing lead

Get lead

Retrieve a lead by ID

Get user

Find Salesforce users by email, name, or search

Find opportunity

Search for opportunities with optional filters (where, limit, orderBy)

Get lead context

Retrieve all fields and metadata for the Lead object

Create event

Create a new event in Salesforce

Get task context

Retrieve all fields and metadata for the Task object

Create campaign member

Add a lead or contact to a campaign

Get campaign context

Retrieve all fields and metadata for the Campaign object

Find custom objects

Search for records of a specified custom object

Update event

Update an event in Salesforce

Get content note

Retrieve an Enhanced Note (ContentNote) and its associations

Get case

Retrieve a case by ID

Create lead

Create a new lead

Get note

Retrieve a note by ID

Update note

Update an existing note

Get report

Retrieve a report by ID with optional metadata

Get contact context

Retrieve all fields and metadata for the Contact object

Get task

Retrieve a task by ID

Create contact

Create a new contact

Update account

Update an account

Get event

Retrieve an event by ID

Get contact

Retrieve a contact by ID

Create task

Create a new task

Get account

Retrieve an account by ID

Get campaign members for campaign

Retrieve all campaign members by campaign ID

Create account

Create a new account

Update opportunity

Update an existing opportunity

Update campaign member

Update an existing campaign member

Update contact

Update an existing contact

Update campaign

Update an existing campaign

Get current user

Retrieve information about the authenticated Salesforce user

Create opportunity

Create a new opportunity

Create note

Create a new note and attach it to a record

Update task

Update an existing task

Get campaign member

Retrieve a campaign member by ID

Get campaign

Retrieve a campaign by ID

Get opportunity

Retrieve an opportunity by ID

Triggers

No items found.

You weren't hired to do busywork.
Leave the soul-sucking stuff to Zams.

Stop wrestling if-then workflows and broken integrations. Zams automates
your entire stack in plain English. No code. No babysitting.

.