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Connect Salesforce to Airtable

Build an AI agent that works across Salesforce and Airtable, on a schedule or when you click Run.

24 source actions
18 target actions
Reverse direction supported

Why Connect Salesforce & Airtable?

Read what you need from Salesforce

Your agent uses Salesforce's documented actions to pull the records it needs, each time it runs.

Run a Airtable action

Then it uses one of 18 documented actions, such as Create Comment, Create Field, Create Multiple Records.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

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Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

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Airtable

Triggers (8)

New Field Created (Instant)

Emit new event when a field is created in the selected table. See the documentation

webhook
New or Modified Field (Instant)

Emit new event when a field is created or updated in the selected table

webhook
New or Modified Records (Instant)

Emit new event for each new or modified record in a table or view

webhook
New or Modified Records in View

Emit new event for each new or modified record in a view

polling
New Record Created, Updated or Deleted (Instant)

Emit new event when a record is added, updated, or deleted in a table or selected view.

webhook
New Record(s) Created (Instant)

Emit new event for each new record in a table

webhook
New Records in View

Emit new event for each new record in a view

polling
New, Modified or Deleted Records

Emit new event each time a record is added, updated, or deleted in an Airtable table. Supports tables up to 10,000 records

polling

Actions (18)

Create Comment

Create a comment on a selected record. See the documentation

Create Field

Create a new field in a table. See the documentation

Create Multiple Records

Create one or more records in a table in a single operation with an array. See the documentation

Create or Update Record

Create a new record or update an existing one. See the documentation

Create Single Record

Adds a record to a table.

Create Table

Create a new table. See the documentation

Delete Record

Delete a selected record from a table. See the documentation

Get Record

Get data of a selected record from a table. See the documentation

Get Record Or Create

Get a specific record, or create one if it doesn't exist. See the documentation

List Bases

Get the list of bases that can be accessed. See the documentation

List Records

Retrieve records from a table, optionally sorting and filtering results. See the documentation

List Records in View

Retrieve records from a view, optionally sorting and filtering results. See the documentation

List Tables

Get a list of tables in the selected base. See the documentation

Search Records

Search for a record by formula or by field value. See the documentation

Update Comment

Update an existing comment on a selected record. See the documentation

Update Field

Update an existing field in a table. See the documentation

Update Record

Update a single record in a table by Record ID. See the documentation

Update Table

Update an existing table. See the documentation

Integration Features

24 documented Salesforce actions
18 documented Airtable actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Airtable to Salesforce direction

Capability Examples

Salesforce trigger → Airtable action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

AirtableAirtable

Create Comment

Airtable trigger → Salesforce action

Reverse direction
AirtableAirtable

New Field Created (Instant)

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Airtable accounts

2

Describe the Job

Say what to read from Salesforce and what to do in Airtable

3

Choose an Action

Select the documented Airtable operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Salesforce events yet.

Automated Actions

Use 18 documented Airtable actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theSalesforce and Airtable actions it needs.

Your Own Accounts

You connect your own Salesforce and Airtable accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Airtable to Salesforce for bidirectional automation

View Integration
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All Salesforce Integrations

Explore all available Salesforce connections

View All Integrations
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All Airtable Integrations

Explore all available Airtable connections

View All Integrations

Ready to Connect Salesforce & Airtable?

Build this agent in Mazaal AI and test it on your ownSalesforce and Airtable data.

Start building

Rather not build it yourself? We set up one Salesforce to Airtable agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod