Salesforce + Vida

Create Salesforce notes for new Vida conversations

This integration uses info from new calls that your Vida AI agent handles to automatically generate Salesforce notes.

This integration uses info from new calls that your Vida AI agent handles to automatically generate Salesforce notes.

  1. When this happens...
    VidaVida
    New Conversation

    Triggers when your Vida AI agent handles conversation whether call, text, or email. For calls, the event is sent after the complete call is handled. For texts, the event is sent after each agent response.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Note

    Creates a new note and links it to a parent record

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Vida triggers, actions, and search

    Incoming Conversation

    Triggers when an incoming call or message is received BEFORE your agent answers or replies. Useful for injecting context to your agent so it knows about who is calling or messaging.

    Trigger
    Instant
    Try It
    • Phone NumberRequired

    • ContextRequired

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
  • Vida triggers, actions, and search

    New Conversation

    Triggers when your Vida AI agent handles conversation whether call, text, or email. For calls, the event is sent after the complete call is handled. For texts, the event is sent after each agent response.

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
vida logo
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About Vida

Vida provides AI phone agents for SMBs. Empower your AI agent to connect with hundreds of apps.
Help

Related categories

  • Call Tracking