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 Yodiz 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
Get Issue Meta
Retrieve metadata for issues in a specific project.
Get userstory meta
This endpoint returns userstory meta of given project.
Get task meta
This endpoint returns task meta of given project.
Get epic meta
This endpoint returns epic meta of given project.
Get projects
Retrieve a list of all projects.
Get projects
This endpoint retrieves all projects.
Create attachment
This endpoint associates the attachments with provided item of given project.
Get attachments
This endpoint retrieves all attachments of given item type.
Get Backlog
Retrieve the backlog items for a project.
Get backlog
This endpoint retrieves the backlog userstories of given project.
Get Users
Retrieve a list of users associated with a project.
Get users
This end point retrieves the backlog userstories of given project.
Get Comments
Retrieve comments associated with a project or issue.
Get comments
This end point retrieves all comments of given item type.
Get Attachments
Retrieve attachments related to an issue or project.
Add attachment
This end point allows adding an attachment to a resource.
Get Bulk Items
Retrieve bulk items across projects.
Create Userstory
Create a new userstory in the system.
Create Issue
Create a new issue associated with a project.
Create issue
This end point creates a new issue.
Get issue
This end point retrieves the specified issue.
Create Userstory Task
Create a new task under a userstory.
Get Sprint Issues
Retrieve issues associated with a specific sprint.
Get Releases
Retrieve a list of all releases in the system.
Create Epic
Create a new epic for managing larger bodies of work.
Get components
This end point retrieves all components of given project.
Get custom fields
This end point retrieves all custom fields for specified item type of given project.
Get bulk items
This endpoint retrieves bulk items based on item type and project IDs.
Get items
This endpoint retrieves bulk items along with their sub items.
Create userstory
This endpoint creates a new userstory of given project.
Get userstory
This endpoint retrieves a specific userstory based on the provided ID.
Get userstories
This endpoint retrieves all userstories of a given project.
Get userstory issues
This endpoint retrieves all issues of given userstory.
Get userstory sub items
This endpoint retrieves sub items for given userstory.
Update userstory
This endpoint updates an existing userstory.
Update userstory
This end point updates specified userstory.
To set up Yodiz 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 Yodiz 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 Yodiz official documentation to get a full list of all API endpoints and verify the scraped ones!
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