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Crm Sales Support Secure OAuth
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The full Salesforce CRM in chat and agents — create and manage leads, contacts, accounts, opportunities, cases, campaigns, tasks, events, notes and files; run SOQL/SOSL queries; batch and bulk operations; send email; post to Chatter; read Knowledge; and work with any standard or custom object. Uses your own Salesforce org via Pipedream.

What it does

Salesforce actions

100 actions

Ask in plain language — Praxivara picks the right Salesforce action, runs it, and confirms anything sensitive first.

Create a record

Create a record of ANY Salesforce object (sObject).

Get a record by Id

Fetch one record by its 18/15-char Id.

Get selected fields of a record

Fetch specific fields of one record.

Get a record by external Id

Fetch a record by a custom External-Id field value.

Update a record

Update fields on ANY object's record.

Delete a record

Delete a record of ANY object by Id.

Upsert a record by external Id

Create-or-update by an External-Id field (idempotent).

Describe an object

Full metadata for an object (fields, picklists, relationships).

List an object's fields

List the field API names + types of an object.

List all objects

List every sObject available in the org.

Get updated record Ids

Ids of records changed in a time window (≤30 days).

Get deleted record Ids

Ids of records deleted in a time window (≤30 days).

Get org limits

Daily API request budget and other org limits.

Recently viewed records

The current user's recently-viewed records.

SOQL query

Run a SOQL query and get matching records.

SOQL query (incl. deleted)

Like SOQL query but also returns deleted/archived rows.

Get next page of a query

Follow the nextRecordsUrl to page through a large query.

SOSL text search

Full-text search across multiple objects (SOSL).

Parameterized search

Structured search without writing SOSL.

Find records (SOQL)

Find records matching conditions — convenience over SOQL.

Search object records (SOSL)

Search records of one or more objects by text — convenience over SOSL.

Create account

Create a company/Account.

Get account

Get one Account by Id.

Update account

Update an Account's fields.

Delete account

Delete an Account by Id.

List all accounts

List accounts (paged).

Search accounts

Find accounts by name/text.

Create contact

Create a person/Contact.

Get contact

Get one Contact by Id.

Update contact

Update a Contact's fields.

Delete contact

Delete a Contact by Id.

List all contacts

List contacts (paged).

Search contacts

Find a contact by email/name/phone.

Create lead

Create a Lead.

Get lead

Get one Lead by Id.

Update lead

Update a Lead's fields.

Delete lead

Delete a Lead by Id.

List all leads

List leads (paged, newest first).

Convert a lead

Convert a Lead into an Account + Contact (+ Opportunity).

Create opportunity

Create a sales Opportunity.

Get opportunity

Get one Opportunity by Id.

Update opportunity

Update an Opportunity (e.g. move stage, set amount).

Delete opportunity

Delete an Opportunity by Id.

Search opportunities

Find opportunities by text.

List opportunities by stage

List opportunities in a given pipeline stage.

Create opportunities (batch)

Create up to 200 opportunities in one call.

Update opportunities (batch)

Update up to 200 opportunities in one call.

Create case

Open a support Case.

Get case

Get one Case by Id.

Update case

Update a Case (status, priority, owner...).

Delete case

Delete a Case by Id.

Add case comment

Add a comment to a Case.

List case comments

List comments on a Case.

Create campaign

Create a marketing Campaign.

Get campaign

Get one Campaign by Id.

Update campaign

Update a Campaign's fields.

Add contact to campaign

Add a Contact to a Campaign (creates a CampaignMember).

Add lead to campaign

Add a Lead to a Campaign (creates a CampaignMember).

Create task

Log or schedule a Task (call, to-do, follow-up).

Update task

Update a Task (e.g. mark Completed).

Delete task

Delete a Task by Id.

List tasks

List tasks (newest first).

Create event

Schedule a calendar Event/meeting.

Update event

Update an Event.

Delete event

Delete an Event by Id.

Create note (classic)

Attach a classic Note to a record.

Update note

Update a classic Note.

Delete note

Delete a classic Note by Id.

Create content note

Create a modern rich-text ContentNote.

Delete content note

Delete a ContentNote by Id.

Create attachment (classic)

Attach a file (classic Attachment) to a record.

Delete attachment

Delete a classic Attachment by Id.

Link a file/note to a record

Share a ContentDocument (file/content note) to a record.

Send email

Send an email through Salesforce (as the current user).

List email messages

List EmailMessage records (sent/received emails logged in SF).

Get email message

Get one EmailMessage (incl. body) by Id.

List email templates

List available email templates.

Get email template

Get one EmailTemplate by Id.

Update email template

Update an EmailTemplate's fields.

List knowledge articles

List published Knowledge articles.

Get knowledge article

Get one Knowledge article's details/content.

Get data category groups

List Knowledge data category groups + their categories.

Post to Chatter feed

Post a message to a Chatter feed (record, group, user, or your own).

Comment on a Chatter post

Add a comment to a Chatter feed element.

Get a record's Chatter feed

Read the Chatter feed for a record/group/user.

Create accounts (batch)

Create up to 200 accounts in one call.

Update accounts (batch)

Update up to 200 accounts in one call.

Delete records (batch)

Delete up to 200 records by Id in one call.

Retrieve records (batch)

Fetch fields for up to 2000 records of one object by Id.

Composite request (chained)

Run up to 25 subrequests in order, chaining outputs to inputs.

Create a record tree

Create a parent + nested children atomically (up to 200).

Create bulk job (insert data)

Start a Bulk API 2.0 job to insert/update/upsert/delete large CSV data.

Upload bulk job CSV

Upload the CSV rows for a bulk ingest job.

Close bulk job

Mark a bulk job's data complete so processing starts.

Get bulk job status

Check a bulk ingest job's state + record counts.

Get bulk job results

Download a completed bulk job's successful/failed rows.

Get user

Get a Salesforce User by Id.

List users

List active users.

Update user

Update a User's fields (e.g. deactivate).

Create user

Create a Salesforce User (admin-heavy — many required fields).

What it watches for

Salesforce triggers

10 triggers

Events in Salesforce that can start an automation on their own — no clicks required once you set it up.

New record (choose object) Webhook

Fires when a new record of the chosen Salesforce object (Lead, Contact, Account, Opportunity, Case, or any custom object) is created.

Updated record (choose object) Webhook

Fires when a record of the chosen object is updated.

Deleted record (choose object) Webhook

Fires when a record of the chosen object is deleted.

New case Webhook

Fires when a support Case is created in Salesforce.

Case updated Webhook

Fires when a Case is updated (status/owner/priority change).

New email template Webhook

Fires when an Email Template is created.

Email template updated Webhook

Fires when an Email Template is updated.

New knowledge article Webhook

Fires when a Knowledge article is created.

Knowledge article updated Webhook

Fires when a Knowledge article is updated.

Outbound message received Webhook

Fires when a Salesforce Workflow/Flow Outbound Message is received. A Salesforce admin must configure Setup → Outbound Messages to POST to the source's webhook URL.

Just ask

What you can ask in plain English

No menus, no automation builder to learn. Type it like you'd ask a capable assistant — Praxivara figures out the Salesforce steps and shows you exactly what it did.

Catch me up on what needs my attention in Salesforce today.
Handle this in Salesforce and confirm before anything goes out.
Build me an AI agent that keeps Salesforce tidy every morning.
Pull the latest from Salesforce and turn it into a one-page report.
Works great with

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