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Connect Salesforce to Formstack

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

24 source actions
4 target actions
Reverse direction supported
Start buildingHave us set it up (A$490)Browse Salesforce integrations

Why Connect Salesforce & Formstack?

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 Formstack action

Then it uses one of 4 documented actions, such as Create Form, Create Form Submission, Get Form.

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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Formstack

Triggers (2)

New Form Submission (Instant)

Emit new event for each new form submission. See docs here

webhook
New Form

Emit new event for each new form added. See docs here

webhook

Actions (4)

Create Form

Create a new form in your account. See docs here

Create Form Submission

Create a new submission for the specified form. See docs here

Get Form

Get the details of the specified form. See docs here

List Forms Options

Retrieves available options for the Forms field.

Integration Features

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

Capability Examples

Salesforce trigger → Formstack action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

FormstackFormstack

Create Form

Formstack trigger → Salesforce action

Reverse direction
FormstackFormstack

New Form Submission (Instant)

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Formstack accounts

2

Describe the Job

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

3

Choose an Action

Select the documented Formstack 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 4 documented Formstack 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 Formstack actions it needs.

Your Own Accounts

You connect your own Salesforce and Formstack 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 Formstack to Salesforce for bidirectional automation

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All Formstack Integrations

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Ready to Connect Salesforce & Formstack?

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

Start building

Rather not build it yourself? We set up one Salesforce to Formstack 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