Special workflows for Salesforce.
Each scenario shows the trigger, the Volimox handoff, and the human checkpoint. These are concrete workflow blueprints, not a claim that every connection is live today.
Qualified inquiry to Salesforce lead
Move a complete conversation into Salesforce without creating thin or duplicate leads.
Starts when
A Volimox conversation contains the required customer and service fields.
Result
Salesforce receives a lead with context, source, and accountable ownership.
Volimox workflow
- 01Volimox checks for an existing matching contact or lead.
- 02Volimox creates or updates the record with the source and conversation summary.
- 03The owner reviews routing and creates an opportunity when the request is sales-ready.
Human checkpoint
Duplicate matching and required-field validation happen before a Salesforce write.
Opportunity stage to customer update
Coordinate customer communication with a verified Salesforce stage change.
Starts when
A linked opportunity is updated to a configured stage.
Result
Sales and operations stay aligned without sending messages from unreviewed changes.
Volimox workflow
- 01Volimox confirms the stage change and loads the linked conversation.
- 02Volimox prepares the approved customer or internal follow-up action.
- 03The team approves the message and the outcome is written to the activity timeline.
Human checkpoint
Only approved stages can start an outbound customer action.
Supported triggers and actions.
A trigger starts the workflow. An action is the controlled operation Volimox performs after the rules pass.
Triggers
- New lead
- New contact
- Record updated
- New opportunity
Actions
- Create lead
- Create contact
- Create opportunity
- Update record
Detailed connection code.
This server-side TypeScript reference follows the same connection → action → mapped input pattern used by modern automation platforms. Provider credentials remain inside the approved connection; browser code never receives them.
TypeScript · server only
Create a qualified Salesforce lead
import { createZapierSdk } from "@zapier/zapier-sdk"
const zapier = createZapierSdk({
apiKey: process.env.ZAPIER_API_KEY,
})
export async function runSalesforceAction() {
const { data: connection } = await zapier.findFirstConnection({
app: "salesforce",
owner: "me",
})
if (!connection) {
throw new Error("No approved Salesforce connection was found")
}
const result = await zapier.runAction({
app: "salesforce",
action: "create_record",
connection: connection.id,
input:
{
"object": "Lead",
"LastName": "{{lead.lastName}}",
"Company": "{{lead.company || 'Individual'}}",
"Email": "{{lead.email}}",
"Phone": "{{lead.phone}}",
"LeadSource": "Volimox",
"Description": "{{lead.summary}}"
},
})
return result.data
}Connection setup.
The setup path is specific to the provider. We will never ask you to paste credentials into a public page.
Salesforce OAuth
A reviewable connection, step by step.
- 01Salesforce administrator approval
- 02Select objects and fields
- 03Review least-privilege scopes
This app is cataloged and its workflow contract is defined. We will enable the connection after provider access and sandbox verification.
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