Lobster and Salesforce integration | Workato

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Triggers

When this happens…

Lobster

• Receive message
  Real-time
  Receive message from Lobster

• Any other trigger you can think up

Salesforce

• Monitor changes in a record
  Real-time
  Monitor changes in a record in Salesforce

• New record

• New record in Salesforce

• New Outbound message
  Real-time
  New Outbound message in Salesforce

• New platform event
  Real-time
  New platform event in Salesforce

• New PushTopic event
  Real-time
  New PushTopic event in Salesforce

• Export new records
  Export new records in Salesforce

• Export new/updated records
  Export new/updated records in Salesforce

• Scheduled record search using SOQL query WHERE clause
  Batch
  Scheduled record search using SOQL query WHERE clause in Salesforce

• Scheduled records search using SOQL query
  Batch
  Scheduled records search using SOQL query in Salesforce

• New records
  Batch
  New records in Salesforce

• New/updated records
  Batch
  New/updated records in Salesforce

• Threshold met for new records created
  Batch
  Threshold met for new records created in Salesforce

• Deleted record

  Record deleted in Salesforce

• New/updated record
  New/updated record in Salesforce

• New/updated record
  Real-time
  New/updated record in Salesforce

• Any other trigger you can think up

Actions

Do this…

Lobster

• Send message
  Send message to Lobster

• Any other action you can think up

Salesforce

• Custom action
  Custom action in Salesforce (Custom)

• Approve record in approval process
  Approve a record in approval process in Salesforce

• Create records in batches
  Batch
  Create records in batches in Salesforce

• Update records in batches
  Batch
  Update records in batches in Salesforce

• Create record
  Create record in Salesforce

• Publish platform event
  Publish platform event in Salesforce

• Delete record
  Delete record in Salesforce

• Download attachment
  Download attachment from Salesforce

• Download file
  Download file from Salesforce

• Get record details by ID
  Get details of specific record in Salesforce

• Get related list by parent record ID
  Batch
  Get list of related records in Salesforce

• Get report by ID
  Get report details in Salesforce

• Get object schema
  Get object schema in Salesforce

• Create records in bulk from CSV file
  Create records in bulk in Salesforce from CSV file

• Create records in bulk from CSV file (API 1.0)
  Create records in bulk in Salesforce from CSV file

• List data category groups
  Batch
  Retrieve all data category groups in Salesforce

• Retrieve data category group hierarchy
  Batch
  Retrieve data category group hierarchy in Salesforce

• Reject record in approval process
  Reject a record in approval process in Salesforce

• Retry bulk job for failed records from CSV file
  Retry records bulk job in Salesforce from CSV file

• Search records
  Batch
  Search for records in Salesforce

• Search records using SOQL query WHERE clause
  Batch
  Search records using SOQL query WHERE clause in Salesforce

• Search records in bulk using SOQL query (API 1.0)
  Search records in bulk using SOQL query (API 1.0) in Salesforce

• Search records in bulk using SOQL query (API 2.0)
  Search records in bulk using SOQL query (API 2.0) in Salesforce

• Search records using SOQL query
  Batch
  Search for records using SOQL query in Salesforce

• Submit record for approval
  Submit a record for approval in Salesforce

• Update records in bulk from CSV file
  Update records in bulk in Salesforce from CSV file

• Update records in bulk from CSV file (API 1.0)
  Update records in bulk in Salesforce from CSV file

• Update record
  Update record in Salesforce

• Upload file
  Upload file to Salesforce

• Upsert records in bulk from CSV file
  Upsert records in bulk in Salesforce from CSV file

• Upsert records in bulk from CSV file (API 1.0)
  Upsert records in bulk in Salesforce from CSV file

• Upsert records in batches
  Batch
  Upsert records in batches in Salesforce

• Upsert record
  Upsert record in Salesforce

• Any other action you can think up

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