Salesforce
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.
Salesforce actions
Ask in plain language — Praxivara picks the right Salesforce action, runs it, and confirms anything sensitive first.
Create a record of ANY Salesforce object (sObject).
Fetch one record by its 18/15-char Id.
Fetch specific fields of one record.
Fetch a record by a custom External-Id field value.
Update fields on ANY object's record.
Delete a record of ANY object by Id.
Create-or-update by an External-Id field (idempotent).
Full metadata for an object (fields, picklists, relationships).
List the field API names + types of an object.
List every sObject available in the org.
Ids of records changed in a time window (≤30 days).
Ids of records deleted in a time window (≤30 days).
Daily API request budget and other org limits.
The current user's recently-viewed records.
Run a SOQL query and get matching records.
Like SOQL query but also returns deleted/archived rows.
Follow the nextRecordsUrl to page through a large query.
Full-text search across multiple objects (SOSL).
Structured search without writing SOSL.
Find records matching conditions — convenience over SOQL.
Search records of one or more objects by text — convenience over SOSL.
Create a company/Account.
Get one Account by Id.
Update an Account's fields.
Delete an Account by Id.
List accounts (paged).
Find accounts by name/text.
Create a person/Contact.
Get one Contact by Id.
Update a Contact's fields.
Delete a Contact by Id.
List contacts (paged).
Find a contact by email/name/phone.
Create a Lead.
Get one Lead by Id.
Update a Lead's fields.
Delete a Lead by Id.
List leads (paged, newest first).
Convert a Lead into an Account + Contact (+ Opportunity).
Create a sales Opportunity.
Get one Opportunity by Id.
Update an Opportunity (e.g. move stage, set amount).
Delete an Opportunity by Id.
Find opportunities by text.
List opportunities in a given pipeline stage.
Create up to 200 opportunities in one call.
Update up to 200 opportunities in one call.
Open a support Case.
Get one Case by Id.
Update a Case (status, priority, owner...).
Delete a Case by Id.
Add a comment to a Case.
List comments on a Case.
Create a marketing Campaign.
Get one Campaign by Id.
Update a Campaign's fields.
Add a Contact to a Campaign (creates a CampaignMember).
Add a Lead to a Campaign (creates a CampaignMember).
Log or schedule a Task (call, to-do, follow-up).
Update a Task (e.g. mark Completed).
Delete a Task by Id.
List tasks (newest first).
Schedule a calendar Event/meeting.
Update an Event.
Delete an Event by Id.
Attach a classic Note to a record.
Update a classic Note.
Delete a classic Note by Id.
Create a modern rich-text ContentNote.
Delete a ContentNote by Id.
Attach a file (classic Attachment) to a record.
Delete a classic Attachment by Id.
Share a ContentDocument (file/content note) to a record.
Send an email through Salesforce (as the current user).
List EmailMessage records (sent/received emails logged in SF).
Get one EmailMessage (incl. body) by Id.
List available email templates.
Get one EmailTemplate by Id.
Update an EmailTemplate's fields.
List published Knowledge articles.
Get one Knowledge article's details/content.
List Knowledge data category groups + their categories.
Post a message to a Chatter feed (record, group, user, or your own).
Add a comment to a Chatter feed element.
Read the Chatter feed for a record/group/user.
Create up to 200 accounts in one call.
Update up to 200 accounts in one call.
Delete up to 200 records by Id in one call.
Fetch fields for up to 2000 records of one object by Id.
Run up to 25 subrequests in order, chaining outputs to inputs.
Create a parent + nested children atomically (up to 200).
Start a Bulk API 2.0 job to insert/update/upsert/delete large CSV data.
Upload the CSV rows for a bulk ingest job.
Mark a bulk job's data complete so processing starts.
Check a bulk ingest job's state + record counts.
Download a completed bulk job's successful/failed rows.
Get a Salesforce User by Id.
List active users.
Update a User's fields (e.g. deactivate).
Create a Salesforce User (admin-heavy — many required fields).
Salesforce triggers
Events in Salesforce that can start an automation on their own — no clicks required once you set it up.
Fires when a new record of the chosen Salesforce object (Lead, Contact, Account, Opportunity, Case, or any custom object) is created.
Fires when a record of the chosen object is updated.
Fires when a record of the chosen object is deleted.
Fires when a support Case is created in Salesforce.
Fires when a Case is updated (status/owner/priority change).
Fires when an Email Template is created.
Fires when an Email Template is updated.
Fires when a Knowledge article is created.
Fires when a Knowledge article is updated.
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.
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.
Related integrations
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