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integrationSalesforce node
integrationWorkboard node
HTTP Request

Salesforce and Workboard integration

n8n lets you integrate Salesforce with Workboard to build powerful workflows. Design automation that extracts, transforms and loads data between your apps and services. You can choose from a wide range of operations supported by a product's API and use n8n’s HTTP Request node to make custom API calls. Connect apps that are both in and outside n8n’s apps library.

Build your own Salesforce and Workboard integration

Create custom Salesforce and Workboard 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.

How to connect Salesforce and Workboard

  • Step 1: Set up n8n

  • Step 2: Create a new workflow to connect Salesforce and Workboard

  • Step 3: Add the first step

  • Step 4: Add the Salesforce node

  • Step 5: Authenticate Salesforce

  • Step 6: Add Workboard using the HTTP Request node

  • Step 7: Configure the Workboard node

  • Step 8: Connect Workboard and Salesforce nodes

  • Step 9: Customize your Workboard and Salesforce integration

  • Step 10: Save and activate workflow

  • Step 11: Test the workflow

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

Supported methods for Workboard

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.