Integrate Vida with Salesforce to automate your work
How Zapier works
Zapier makes it easy to integrate Vida with Salesforce - no code necessary. See how you can get setup in minutes.
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Quickly connect Vida to Salesforce with a Zapier template.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- 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 It - Phone NumberRequired
- ContextRequired
- New Contact
Triggers when a new Contact is created.
Try It - New 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 It - New Case Attachment
Triggers when a new Attachment is added to a case.
Try It - History ObjectRequired
Try It- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It