We look forward to showing you Velaris, but first we'd like to know a little bit about you.
Connect Salesforce to Velaris for automated workflows — trigger actions when Salesforce records change, and let Velaris run queries, create or update objects, or make custom API calls to keep your data flowing smoothly.
A trigger in Salesforce that fires when Velaris detects a new record in a specified object, allowing Velaris to start workflows automatically when data is added.
A trigger that fires in Salesforce when a record is either created or modified — Velaris can monitor for updates as well as new entries and act accordingly.
Velaris can execute a SOQL query against Salesforce, fetching data based on your custom criteria so subsequent steps in your Velaris workflow have exactly what they need.
Use Velaris to update an existing Salesforce record by its ID, modifying fields as required when your workflow logic demands.
Velaris can upsert multiple records at once using an external ID: create new ones or update existing ones in bulk.
Let Velaris create new Salesforce objects as part of your automation, inserting fresh records wherever needed.
Similar to bulk upsert, this allows Velaris to process a larger batch of records via external IDs, combining insert & update operations.
Velaris provides the flexibility to call any custom Salesforce API endpoint — specifying method, headers, query parameters, body, etc. — so you can handle use cases outside of standard actions.