Updated Case

Triggers when a case is updated.

Trigger

Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger

Updated Contact

Triggers when a contact is updated.

Trigger

Updated Opportunity

Triggers when an opportunity is updated.

Trigger

Updated Lead

Triggers when a lead is updated.

Trigger

New Event

Triggers when a new event is scheduled.

Trigger

New Task

Triggers when a new task is created.

Trigger

New Lead

Triggers when a new lead is created.

Trigger

New Case

Triggers when a new case is opened.

Trigger

New Opportunity

Triggers when a new opportunity is created.

Trigger

New Contact

Triggers when a new contact is added.

Trigger

Update Contact

Updates an existing contact in Salesforce.

Action

Attach File

Attaches a file to a record in Salesforce.

Action

Custom Action

Performs a custom action defined by Salesforce API.

Action

Delete Record

Deletes a record from Salesforce.

Action

Add Note

Adds a note to a record in Salesforce.

Action

Convert Lead

Converts a lead into a contact, account, and opportunity.

Action

Send Email

Sends an email from Salesforce.

Action

Update Opportunity

Updates an existing opportunity in Salesforce.

Action

Assign Task

Assigns a task to a user in Salesforce.

Action

Log Call

Logs a phone call with a contact or lead.

Action

Update Case

Updates an existing case in Salesforce.

Action

Update Lead

Updates an existing lead in Salesforce.

Action

Create Event

Schedules a new event in Salesforce.

Action

Create Task

Creates a new task in Salesforce.

Action

Create Case

Creates a new case in Salesforce.

Action

Create Opportunity

Creates a new opportunity in Salesforce.

Action

Create Lead

Creates a new lead in Salesforce.

Action

Create Contact

Creates a new contact in Salesforce.

Action

Action Name

Trigger Description which will be a bit long

Action Name

Trigger Description

Action Name

Trigger Description

Action Name

Trigger Description

AI Action Name

Trigger Description which will be a bit long

Trigger Name

Trigger Description

AI Action Name

Trigger Description

Trigger Name

Trigger Description

Trigger Name

Trigger Description

Trigger Name

Trigger Description

Nanonets

Salesforce

Connect sources

Load contract documents 'Contract_Review'

Identify and extract contract terms

Populate contract data in Salesforce

Run Workflow

Connect sources

Upload invoice PDFs using 'Invoice_Uploads'

Extract invoice data fields

Update Salesforce invoice records

Run Workflow

Connect sources

Import customer emails with 'Lead_Emails'

Classify and score leads

Create prioritized lead lists

Run Workflow

uncover new possibilities

Contact us to enhance your workflows today

Capture Salesforce leads, notify sales team on Slack, and schedule follow-up meetings in Google Calendar.

Run Workflow

Export Salesforce reports to Google Sheets and manage action items in Asana projects.

Run Workflow

Generate contracts in Salesforce, gather e-signatures via DocuSign, and invoice through QuickBooks.

Run Workflow

Leverage Salesforce data for LinkedIn outreach and track correspondences in Outlook.

Run Workflow

Manage Salesforce cases, track progress in Trello boards, and store documents securely in Dropbox.

Run Workflow

Sync Salesforce contacts to Mailchimp, send marketing emails, and collect feedback with SurveyMonkey surveys.

Run Workflow

Build Workflows within minutes

Use natural language to create and run workflows that interact with all your apps and data.

Connect with your documents, apps and databases

Create workflows using natural language

Read information, write data, and perform actions in your apps and databases.

Seamless App Integrations

Connect your apps, databases and documents to create unified workflows that automate manual tasks.

Connects with your documents, apps and databases

Real time data sync between data sources

Create workflows that perform in-app tasks for you

Use AI within Workflows

Build and use custom LLMs to write texts, post responses and execute RAG workflows within apps.

Create a custom LLM using your data

Train on custom data sources - Emails, Support Tickets, Customer Databases and more

Create workflows and chatbots using custom LLMs

Salesforce is a cloud-based platform offering solutions for CRM (customer relationship management) and enterprise applications. Its ecosystem spans customer service, marketing automation, analytics, application development, and beyond. Salesforce allows businesses to streamline operations, improve customer engagement, and make informed decisions using real-time data. It also supports customization and integration with other systems, providing a versatile tool for companies looking to enhance their sales and customer interactions.

No items found.

common use cases

Load contract documents 'Contract_Review'

Contract Analysis

Streamline contract review by extracting key terms and clauses for risk assessment and compliance checks.

Upload invoice PDFs using 'Invoice_Uploads'

Populate contract data in Salesforce

Enhanced Reporting Insights

Invoice Processing

Salesforce

Nanonets

common use cases

Automate the extraction and organization of invoice data for efficient financial management within Salesforce.

Extract invoice data fields

Update Salesforce invoice records

Import customer emails with 'Lead_Emails'

Lead Qualification

Enhance lead qualification by analyzing customer interaction data and scoring leads for sales prioritization.

Classify and score leads

uncover new possibilities

Contact us to enhance your workflows today

Integrations with nanonets

Create prioritized lead lists

Explore a range of customizable Salesforce integrations, tailored to enhance workflow automation journey

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Snovio

Convertio

Shopify

Airtable

Pipedrive

Lusha

Slack

Monday

Notion

Openai

Hubspot

Livechat

Outreach

Sendgrid

Mailchimp

Quickbooks

Shipstation

Stripe

Typeform

Webhook

Zendesk

Leadconnector

Phantombuster

Gmail

Affinity

Apollo

App Store

Asana

Ashby

Attio

BambooHR

Bloobirds

Facebook Lead Ads

Outlook

GitHub

Google Docs

Google Drive

Calendly

Zoom

Webflow

Google Calendar

Trello

Intercom

ClickUp

DocuSign

gdpr, soc2, hipaa compliant

Data security is our top priority

Nanonets prioritises the confidentiality and integrity of your data. As a testament to our commitment, we adhere to stringent compliance standards, including GDPR, SOC 2, and HIPAA. Privacy Policy

businesses love us

Automation stories straight from our
customers

Dennis Elder

Director of Product, PayGround

“There was a visible difference in how the app worked, and we were able to appeal to our customers by making it easy to pay bills”

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Kale Flaspohler

Financial Advisor, ProPartners Wealth

“We are seeing a major difference in accuracy, as Nanonets provides a >95% accuracy which has helped cut down our processing time by ~50%.”

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Catherine Gallagher

Accounts Payable, SaltPay

“Nanonets' direct integration with SAP helped SaltPay automate a crucial part of their Accounts Payable process”

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Luke Faulkner

Product Manager, Tapi

“Tapi has been able to save 70% on invoicing costs, improve customer experience by turnaround of seconds from >6hrs and free up staff members from tedious work”

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Ryan Hess

Head of Accounts Payable, ACM

"I have built a relationship with Nanonets which is an important ideal of ACM and it feels now as if they are part of the family."

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Tay Kim

Product Operations Manager, Expatrio

"A great product and amazing customer support. Their response time was amazing. They went an extra mile to figure a plan that helps us scale our business."

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High performer on G2

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4.9 Rating on GetApp