Integrating Salesforce with ConvertKit by AI Agents and Assistants

Triggers the moment a new account is created.

Triggers when a new attachment is created.

Triggers whenever a new case is created in your account.

Triggers upon the creation of a new contact.

Triggers upon the creation of a new event.

Triggers the moment there is a new lead in your account.

Triggers upon the creation of a new opportunity.

Triggers upon the creation of a new product.

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Triggers whenever a new task is created in your account.

Triggers whenever the stage of an opportunity is changed.

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Triggers when a subscription occurs on a specific form.

Triggers when a new purchase is added to your account.

Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

Triggers when a specific tag is added to a subscriber.

Create a new attachment (max 25 mb)

Create a new contact.

Create a new custom object as per your choice.

Create a new event.

Create a new lead.

Create a new opportunity.

Creates a record.

Update an existing contact.

Updates a existing record.

Subscribe someone to a specific form.

Add a subscriber to a specific tag.

Adds a purchase to a subscriber, or updates an existing purchase.

Remove a specific tag from a subscriber if they have it.