Adding a Salesforce Workflow Action in FunnelStory #

This guide walks you through adding a Salesforce Create Object action to a workflow in FunnelStory.

Steps #

1. Create and Select a Workflow #

Begin by creating a workflow in FunnelStory and selecting it from the workflows list.

2. Add a Workflow Step via API #

Use the following API call to add a Salesforce object creation step:

fetch('/api/funnels/{funnel_id}/workflows/{workflow_id}/steps', {
  method: "POST",
  body: JSON.stringify({
    "type": "salesforce_create_object",
    "params": {
      "object": {},
      "object_type": "Task",
      "data_connection_id": ""
    }
  })
});

Replace {funnel_id} and {workflow_id} with the appropriate values.

3. Refresh the Page #

After adding the step, refresh the page to see the new card titled Salesforce Create Object Action.

4. Configure the Action #

Click the card to open a drawer on the right-hand side with the configuration form.

5. Select a Salesforce Connection #

Choose a connection of type Salesforce from the dropdown.

6. Specify Salesforce Object Type #

Enter the object name, e.g., Task.

7. Define Object Details #

Add the object fields and values. For static values, use:

{
  "Subject": "Follow up with client",
  "Status": "Not Started",
  "OwnerId": "005XXXXXXXXXXXXXXX",
  "WhatId": "001XXXXXXXXXXXXXXX"
}

To use dynamic values, apply Go template syntax:

{
  "Subject": "Follow up with client",
  "Status": "Not Started",
  "OwnerId": "{{ if .Account.Properties.owner_id }}{{ .Account.Properties.owner_id }}{{ else }}005XXXXXXXXXXXXXXX{{ end }}",
  "WhatId": "{{ .Account.Id }}"
}

8. Save the Action #

Click Save to confirm the workflow step configuration.

9. Test the Configuration #

If your workflow includes an email action or similar trigger, click Run test.

• Monitor progress under Workflow settings > select the workflow > check the Runs section.
• Confirm success in Salesforce by verifying the new object creation.

Once configured and tested, your workflow will automatically trigger this action and create a Salesforce object whenever it runs.