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.
Create custom Salesforce and Trello 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.
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
Create
Create a new attachment for a card
Delete
Delete an attachment
Get
Get the data of an attachment
Get Many
Returns many attachments for the card
Create
Create a new board
Delete
Delete a board
Get
Get the data of a board
Update
Update a board
Add
Add member to board using member ID
Get Many
Get many members of a board
Invite
Invite a new member to a board via email
Remove
Remove member from board using member ID
Create
Create a new card
Delete
Delete a card
Get
Get the data of a card
Update
Update a card
Create
Create a comment on a card
Delete
Delete a comment from a card
Update
Update a comment on a card
Create
Create a new checklist
Create Checklist Item
Create a checklist item
Delete
Delete a checklist
Delete Checklist Item
Delete a checklist item
Get
Get the data of a checklist
Get Checklist Items
Get a specific checklist on a card
Get Completed Checklist Items
Get the completed checklist items on a card
Get Many
Returns many checklists for the card
Update Checklist Item
Update an item in a checklist on a card
Add to Card
Add a label to a card
Create
Create a new label
Delete
Delete a label
Get
Get the data of a label
Get Many
Returns many labels for the board
Remove From Card
Remove a label from a card
Update
Update a label
Archive
Archive/Unarchive a list
Create
Create a new list
Get
Get the data of a list
Get Cards
Get all the cards in a list
Get Many
Get many lists
Update
Update a list
Salesforce and other CRMs are built around the data they are being fed. This begs the question, where do we get this data from? Before switching to a CRM, it is common for organizations to have data pipelines of leads and customers stored in extant sources like spreadsheets and ERPs. These sources could store data that range from hundreds to billions. Thus, it is imperative that we explore some of the most efficient and effective ways to import data into Salesforce. And this is the crux of thi
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