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integrationFilescan node
HTTP Request
integrationSalesforce node

Filescan and Salesforce integration

Save yourself the work of writing custom integrations for Filescan and Salesforce and use n8n instead. Build adaptable and scalable Cybersecurity, Sales, and Communication workflows that work with your technology stack. All within a building experience you will love.

How to connect Filescan and Salesforce

  • Step 1: Create a new workflow
  • Step 2: Add and configure nodes
  • Step 3: Connect
  • Step 4: Customize and extend your integration
  • Step 5: Test and activate your workflow

Step 1: 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.

Filescan and Salesforce integration: Create a new workflow and add the first step

Step 2: Add and configure Salesforce and Filescan (using the HTTP Request node)

You can find Salesforce and Filescan nodes in the nodes panel and drag them onto your workflow canvas. Salesforce node comes with pre-built credentials and supported actions. Filescan can be set up with the HTTP Request node using a pre-configured credential type. The HTTP Request node makes custom API calls to Filescan. Configure Salesforce and Filescan nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Salesforce and Filescan integration: Add and configure Salesforce and Filescan nodes

Step 3: Connect Salesforce and Filescan

A connection establishes a link between Salesforce and Filescan (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Salesforce and Filescan integration: Connect Salesforce and Filescan

Step 4: Customize and extend your Salesforce and Filescan integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Salesforce and Filescan with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Salesforce and Filescan integration: Customize and extend your Salesforce and Filescan integration

Step 5: Test and activate your Salesforce and Filescan workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Salesforce to Filescan or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Salesforce and Filescan integration: Test and activate your Salesforce and Filescan workflow

Build your own Filescan and Salesforce integration

Create custom Filescan 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 methods for Filescan

Delete
Get
Head
Options
Patch
Post
Put

Requires additional credentials set up

Use n8n’s HTTP Request node with a predefined or generic credential type to make custom API calls.

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

Filescan and Salesforce integration details

integration