Connect Schedule to Salesforce

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

0 source actions

24 target actions

Start building Have us set it up (A$490)Browse Schedule integrations

Why Connect Schedule & Salesforce?

Read what you need from Schedule

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

Run a Salesforce action

Then it uses one of 24 documented actions, such as Add Contact to Campaign, Add Lead to Campaign, Convert SOAP XML Object to JSON.

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

Schedule

Triggers (4)

Custom Interval

Trigger your workflow every N hours, minutes or seconds.

polling

Daily schedule

Trigger your workflow every day.

polling

Monthly Schedule

Trigger your workflow on one or more days each month at a specific time (with timezone support).

polling

Weekly schedule

Trigger your workflow on one or more days each week at a specific time (with timezone support).

polling

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

Integration Features

0 documented Schedule actions

24 documented Salesforce actions

Plain-English agent instructions

Daily, weekday or weekly schedule, or run on demand

Execution monitoring

Capability Examples

Schedule trigger → Salesforce action

Catalog example

Schedule

Custom Interval

Salesforce

Add Contact to Campaign

How It Works

Connect Apps

Authenticate your Schedule and Salesforce accounts

Describe the Job

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

Choose an Action

Select the documented Salesforce 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 Schedule events yet.

Automated Actions

Use 24 documented Salesforce 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 theSchedule and Salesforce actions it needs.

Your Own Accounts

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

Execution Review

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

All Schedule Integrations

Explore all available Schedule connections

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All Salesforce Integrations

Explore all available Salesforce connections

View All Integrations

Popular Integrations

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More Salesforce Integrations

View all Salesforce integrations →

Ready to Connect Schedule & Salesforce?

Build this agent in Mazaal AI and test it on your ownSchedule and Salesforce data.

Start building

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

Connect Schedule to Salesforce

Why Connect Schedule & Salesforce?

Read what you need from Schedule

Run a Salesforce action

Test it, then put it on a schedule

Available Triggers & Actions

Schedule

Triggers (4)

Salesforce

Triggers (10)

Actions (24)

Integration Features

Capability Examples

Schedule trigger → Salesforce action

How It Works

Connect Apps

Describe the Job

Choose an Action

Test and Review

Frequently Asked Questions

Is the Schedule to Salesforce direction supported?

Does it run the moment something changes in Schedule?

Which Salesforce actions are available?

Can I also connect Salesforce to Schedule?

Integration Benefits

Scheduled or On-demand Runs

Automated Actions

Provider Authentication

Guided Configuration

Your Own Accounts

Execution Review

All Schedule Integrations

All Salesforce Integrations

Popular Integrations

More Salesforce Integrations

Ready to Connect Schedule & Salesforce?