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Connect Short.io to Salesforce

Move data between Short.io and Salesforce the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

Short.io triggers
1
Short.io actions
10
Salesforce triggers
9
Salesforce actions
27

Automation ideas

What you can build with Short.io and Salesforce

A few flows teams run between Short.io and Salesforce. Use one as a starting point, or build your own from scratch.

  • New Link Created in Short.io creates Add Contact to Campaign in Salesforce

    Fires when a new short link is created on a domain. Useful to sync newly created links to other systems.

  • New Case Attachment in Salesforce creates Create Country Targeting Rule in Short.io

    Fires when a new Attachment or File is added to any Case record.

  • New Link Created in Short.io creates Add File to Record in Salesforce

    Fires when a new short link is created on a domain. Useful to sync newly created links to other systems.

  • New Case Attachment in Salesforce creates Create Short Link in Short.io

    Fires when a new Attachment or File is added to any Case record.

  • New Link Created in Short.io creates Add Lead to Campaign in Salesforce

    Fires when a new short link is created on a domain. Useful to sync newly created links to other systems.

  • New Case Attachment in Salesforce creates Delete Short Link in Short.io

    Fires when a new Attachment or File is added to any Case record.

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

Yes. Build one flow that starts in Short.io and acts in Salesforce, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.