Salesforce

Salesforce

Automate lead routing, deal updates, and follow-ups so your CRM stays accurate without the manual data entry.

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Start Workflows When...

Automatically trigger your workflows based on Salesforce events.

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SALESFORCE ACCOUNT CREATED OR UPDATED TRIGGER

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

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SALESFORCE CONTACT UPDATED TRIGGER

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

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SALESFORCE GENERIC S OBJECT RECORD UPDATED TRIGGER

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

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SALESFORCE NEW CONTACT TRIGGER

Triggers when a new Contact is Created in Salesforce.

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SALESFORCE NEW LEAD TRIGGER

Triggers when a new Lead is created in Salesforce.

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SALESFORCE NEW OR UPDATED OPPORTUNITY TRIGGER

Triggers when a Salesforce Opportunity is created or updated.

Popular Operations

Showing 6 of 216 available operations

Action

Add contact to campaign

Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement.

Action

Add lead to campaign

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.

Action

Add product to opportunity

Adds a product (line item) to an opportunity.

Action

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

Action

Associate contact to account

Associates a contact with an account by updating the contact's AccountId field.

Action

Clone opportunity with products

Clones an opportunity and optionally its products (line items).

How It Works

Connect Salesforce, build workflows, and let AI handle the routine while you approve what matters.

Connect Salesforce

Link your Salesforce account securely with OAuth.

Build Your Workflow

Create automation rules using AI or the visual builder.

Approve & Automate

AI handles routine tasks. You approve the exceptions via mobile.

The Rills Difference

AI handles routine crm tasks from Salesforce. You approve the exceptions from your phone, in seconds.

Start automating Salesforce

Connect your Salesforce account and build AI-powered workflows in minutes.

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