AITable.ai and Salesforce integration
How to connect AITable.ai and Salesforce
Create a new workflow and add the first step
In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
Build your own AITable.ai and Salesforce integration
Create custom AITable.ai and Salesforce workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
Supported API Endpoints for AITable.ai
List records
Fetches the list of records from AITable.
Create record
Creates a new record in AITable.
Update record
Updates an existing record in AITable.
Delete record
Deletes an existing record from AITable.
Get records
Retrieve a list of records from a datasheet.
Delete record
Remove a specific record from a datasheet.
Create record
Creates a new record in the system.
Update records
Updates existing records in the system.
Delete records
Deletes records from the system.
Update records
This interface is used to update the records in the specified datasheet.
List fields
Fetches the list of fields in AITable.
Create field
Creates a new field in AITable.
Delete field
Deletes an existing field from AITable.
Get fields
This interface is used to get information about all fields in the specified datasheet that you have permission to view.
Create field
This interface is used to create new fields in the specified datasheet.
List views
Fetches the list of views in AITable.
Create datasheet
Creates a new datasheet in AITable.
Create datasheet
Create a new datasheet in the system.
List spaces
Fetches the list of spaces in AITable.
List nodes
Fetches the list of nodes in AITable.
Search nodes
Searches for nodes in AITable.
Get node details
Retrieve details of a specified node.
Create embedded links
Create links for embedding purposes in nodes.
Get embedded links
Retrieve embedded links for nodes.
Delete embedded link
Delete a specified embedded link.
Get a member
Retrieves details of a specific member.
Update a member
Updates information of a specific member.
Delete a member
Deletes a specific member from AITable.
List team members
Get a list of members in a specific team.
Get field
Retrieve details about a specific field.
Create field
Add a new field to a datasheet.
Delete field
Remove a specific field from a datasheet.
Get view
Retrieve details about a specific view.
Upload attachment
Add an attachment to a record.
Get list of spaces
Retrieve a list of all spaces available.
Get node list
Retrieve a list of nodes within a space.
Create embedded links
Add embedded links to a specific node.
Get a member
Retrieve details about a specific member.
Create a team
Add a new team to the organization.
Upload attachment
Uploads an attachment to the specified record.
Upload attachment
This interface is used to upload an attachment and bind the attachment to a datasheet.
Delete record
Deletes a specific record from a datasheet.
Delete field
This interface is used to delete a specific field from a datasheet.
Get view
This interface is used to fetch all views of the specified datasheet.
Create datasheet
This interface is used to create a datasheet with the specified fields in the specified space.
List roles
Retrieves a list of all roles.
List units under the Role
Retrieves the units associated with a specific role.
Create a role
Creates a new role in the system.
Update a role
Updates an existing role's details.
Delete a role
Removes a role from the system.
List roles
Retrieve a list of all roles in a space.
To set up AITable.ai integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to AITable.ai to query the data you need using the API endpoint URLs you provide.
See the example hereThese API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the AITable.ai official documentation to get a full list of all API endpoints and verify the scraped ones!
Salesforce supported actions
Add Note
Add note to an account
Create
Create an account
Create or Update
Create a new account, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Get Summary
Returns an overview of account's metadata
Update
Update an account
Create
Create a attachment
Delete
Delete a attachment
Get
Get a attachment
Get Many
Get many attachments
Get Summary
Returns an overview of attachment's metadata
Update
Update a attachment
Add Comment
Add a comment to a case
Create
Create a case
Delete
Delete a case
Get
Get a case
Get Many
Get many cases
Get Summary
Returns an overview of case's metadata
Update
Update a case
Add Contact To Campaign
Add contact to a campaign
Add Note
Add note to a contact
Create
Create a contact
Create or Update
Create a new contact, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Get Summary
Returns an overview of contact's metadata
Update
Update a contact
Create
Create a custom object record
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a custom object record
Get
Get a custom object record
Get Many
Get many custom object records
Update
Update a custom object record
Upload
Upload a document
Get Many
Get many flows
Invoke
Invoke a flow
Add Lead To Campaign
Add lead to a campaign
Add Note
Add note to a lead
Create
Create a lead
Create or Update
Create a new lead, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Many
Get many leads
Get Summary
Returns an overview of Lead's metadata
Update
Update a lead
Add Note
Add note to an opportunity
Create
Create an opportunity
Create or Update
Create a new opportunity, or update the current one if it already exists (upsert)
Delete
Delete an opportunity
Get
Get an opportunity
Get Many
Get many opportunities
Get Summary
Returns an overview of opportunity's metadata
Update
Update an opportunity
Query
Execute a SOQL query that returns all the results in a single response
Create
Create a task
Delete
Delete a task
Get
Get a task
Get Many
Get many tasks
Get Summary
Returns an overview of task's metadata
Update
Update a task
Get
Get a user
Get Many
Get many users
AITable.ai and Salesforce integration details
Other integrations with Salesforce
FAQ
Can AITable.ai connect with Salesforce?
Can I use AITable.ai’s API with n8n?
Can I use Salesforce’s API with n8n?
Is n8n secure for integrating AITable.ai and Salesforce?
How to get started with AITable.ai and Salesforce integration in n8n.io?
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