Integrate Salesforce with ChatGPT
Send information between Salesforce and ChatGPT automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Salesforce and ChatGPT using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Product added
Triggers when a new product is added
Case created
Triggers when a new case is created
Contact updated
Triggers when a contact is updated
Order updated
Triggers when an order is updated
Solution updated
Triggers when an solution is updated
Product updated
Triggers when an product is updated
Opportunity added
Triggers when a new opportunity is added
Lead created
Triggers when a new lead is created
Case updated
Triggers when a case is updated
Note created
Triggers when a new note is created
Note updated
Triggers when a note is updated
Task updated
Triggers when a task is updated
Event updated
Triggers when an event is updated
Contact created
Triggers when a new contact is created
Campaign added
Triggers when a new campaign is added
Account created
Triggers when a new account is created
Order created
Triggers when a new order is created
Task created
Triggers when a new task is created
Module entry updated
Triggers when a record is updated in the selected module
Account updated
Triggers when an account is updated
Event created
Triggers when a new event is created
Campaign updated
Triggers when a new campaign is updated
Opportunity updated
Triggers when an opportunity is updated
Module entry added
Triggers when a new entry is added to the selected module
Solution added
Triggers when a new solution is added
Lead updated
Triggers when a lead is updated
All Actions - Actions are the automated tasks
Create campaign
Creates a new campaign
Create case
Creates a new case
Create note
Creates a new note
Create account
Creates a new account
Create solution
Creates a new solution
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create custom module entry
Creates a new entry in the selected module
Create task
Creates a new task
Create product
Creates a new product
Create lead
Creates a new lead
Create order
Creates a new order
Create event
Creates a new event
Update note
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update order
Updates the details of an existing order
Update contact
Updates the details of an existing contact
Update opportunity
Updates the details of an existing opportunity
Update custom module entry
Updates the details of entry in the selected module
Update product
Updates the details of an existing product
Update campaign
Updates the details of an existing campaign
Update task
Updates the details of an existing task
Update account
Updates the details of an existing account
Update case
Updates the details of an existing case
Update solution
Updates the details of an existing solution
Update event
Updates the details of an existing event
Fetch group
Fetches the details of an existing group by name or ID
Fetch order
Fetches the details of an existing order by number or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Fetch account
Fetches the details of an existing account by name or ID
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch case
Fetches the details of an existing case by subject or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
Generate headline
Generates a headline based on the given content
Parse human date
Converts natural text (“next Friday”, “3 weeks ago”) into exact date
Rewrite for readability score
Rewrite the given text to improve its readability score
Create chat completion
Creates a model response for a given chat conversation using models such as GPT3.5 Turbo, GPT 4, and others
Punctuate text
Punctuates the given text
Check moderation
Verifies if text is potentially harmful and returns a score between 0-10
Extract first and last name
Extracts first and last names from full name
Extract URL
Extracts URL from the given data
Generate story
Generates a story based on the given content
Create product description
Creates a product description
Verify compliance with usage policies
Checks whether the content entered complies with OpenAI's usage policies
Generate email reply
Generates an email reply for the given email
Identify language of text
Identifies the ISO code (e.g., "en," "es," "fr") for the primary language in a message
Label email
Labels the given email
Mask sensitive data
Removes/hides email, phone, or numeric IDs in text
Verify data accuracy
Compares a piece of text against a simple knowledge base to flag potential factual errors before publication
Generate essay
Generates an essay based on the content
Format address
Converts the raw address text or JSON objects into a standard, formatted address string
Generate tweet
Generates tweet based on the given topic
Assess urgency level
Analyzes text (e.g., a support ticket) and returns a label such as High, Medium, or Low urgency for priority queue assignment
Extract JSON from text
Extracts the JSON from given text or table
Generate an email body
Generates an email body for the given content
Html to text
Removes the html tags and other elements and returns the text content
Convert word to digits
Converts the given words to numbers. E.g., Returns thousand as 1000
Slugify text
Converts text to slug
Generate subject line
Creates a concise and engaging email subject line based on the text for email, task, etc
Rephrase text
Rephrases the given text
Create hashtags for social post
Generates a list of relevant, trending, or industry-specific hashtags based on a social media caption input
Summarise text
Summarises the given text
Reply to review
Creates a reply to a review
Convert the text to title case
Converts the given text to title case
Convert list to delimited string
Converts a list of entries given to comma separated values
Generate title
Generates title based on the given text
What is ChatGPT?
ChatGPT is an AI-powered conversational agent that interacts with users through chat and provides personalized responses and recommendations. It can assist with a wide range of topics, from simple queries to complex tasks.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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