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.
- When this happens...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.
- automatically do this!Create Note
Creates a new note and links it to a parent record
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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.
Try ItPhone NumberRequired
ContextRequired
New Contact
Triggers when a new Contact is created.
Try ItNew Lead
Triggers when a new Lead is created.
Try It
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.
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It
