Connect Salesforce to your Workflows to automatically respond to CRM changes and write results back.Documentation Index
Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
Use this file to discover all available pages before exploring further.
Triggers
Record created
Start a Workflow when a new record is created.
Record updated
Start a Workflow when a record field changes.
Actions
Update record
Update fields on an existing Salesforce record.
Look up record
Search for records by field criteria.
Find or create record
Look up a record and create it if not found.
Find child records
Find records related to a parent record.
Create child record
Create a new record related to a parent.
Delete child records
Remove records related to a parent.