Salesforce Integrations

Salesforce integrations in Relay.app

Use any of these Salesfoce actions in your Relay.app workflows.

Overview

Connect Salesforce to your other apps. Coordinate across apps and keep data up-to-date where you need it, when you need it, automatically. Build your first Relay.app workflow in minutes. Check below for the Salesforce triggers and actions Relay.app supports today and just let us know if we’re missing one you need.

Relay.app is an automation tool that people love for its deep & easy-to-use integrations, embedded AI features, human-in-the-loop functionality, and powerful workflow essentials.

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Triggers

Opportunity

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Opportunity stage changed

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Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

Find record(s)

edit

Update record

Connect Salesforce to your other apps

Automate Salesforce in minutes with our how-to guides

See all how-to guides ➔

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Create a new record in Salesforce for a newly created customer in Paddle

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Automatically create a new record in Salesforce every time there is a new submission in Fillout

Relay.app is an automation tool that lets you automate actions across Fillout, Salesforce, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Fillout “New submission” action for each Salesforce “Create record” event.

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Automatically send Slack direct messages when a Salesforce case is created

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Automatically send Slack direct messages when Salesforce opportunity stages change

Salesforce is great for tracking opportunities, but managing stage changes and keeping your team informed can be challenging. That's where Relay.app comes in – it automatically sends Slack direct messages when there's a change in Salesforce opportunity stages, improving communication and efficiency.

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Sync Salesforce opportunities to Airtable records

Learn how to set up a Relay playbook that automatically adds records to Airtable each time a certain opportunity stage is reached in Salesforce. This process ensures efficient tracking and management of sales data.

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See why people love Relay.app

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

Lincoln T.

Small Business

Honestly, Relay is hands down my preferred automation tool (wayyyyy better than Zapier).

Honestly, Relay is hands down my preferred automation tool (wayyyyy better than Zapier). So thanks guys and keep up the awesome work!

- It super easy to test automations

- more than enough integrations with the essential apps

- human in the loop makes things so easy (and durable)

- the first automation platform where it makes sense to add your team to

- support is out of this world fast and helpful

Zack S.

Small Business

Easy to use automation tool with a great team and product support

Ease of use to automate many different tasks. The platform is being updated regularly to become more powerful and provides access to ai features that make it available to anyone with basic computer skills.

Customer support is top notch

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