Salesforce Invision Community

Salesforce + Invision Community Integrations

Put Salesforce + Invision Community to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Salesforce and Invision Community below — describe the exact one you want above and the Agent builds it on demand.

Salesforce + Invision Community When a calendar event comment is added in Invision Community, update the matching contact record in Salesforce.
Turn web form submissions into CRM leads When a visitor submits a contact or inquiry form in Invision Community, automatically create or update their contact profile in Salesforce. See details
Publish customer case studies upon closing deals When a deal is marked won in Salesforce, automatically create a new showcase story item in Invision Community for your team to finalize. See details
Track website content updates in sales records When a CMS item is updated in Invision Community, automatically log the activity under the associated client record in Salesforce. See details

Browse the full workflow library →

Looking to achieve something else with Salesforce and Invision Community?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Salesforce and Invision Community

Everything Salesforce and Invision Community can do inside a workflow — the triggers that start one and the actions that run when it fires.

Salesforce Explore Salesforce →

Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.

Triggers
New Case Attachment

Triggers when a new Attachment is added to a case.

New Contact

Triggers when a new Contact is created.

New Field History Tracking Event

Triggers when a field is updated on the object specified. It will output the old and new field values.

New or Updated File on Record

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New Lead

Triggers when a new Lead is created.

New Outbound Message

Triggers when a new outbound message is received in Salesforce.

Actions
Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add File to Record

Adds an existing file to an existing Record.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Call Apex REST

Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.

Convert Lead to Contact

Adds an existing contact to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

Invision Community Explore Invision Community →

Invision Community is an online community software platform that enables organizations to build custom discussion forums, blogs, and member portals.

Triggers
New Blog Entry Comment

Triggers when a new blog entry comment is made, or approved by a moderator.

New Blog

Triggers when a new blog is created.

New Blog Entry

Triggers when a new blog entry is posted, or approved by a moderator.

New Calendar Event Comment

Triggers when a new calendar event comment is made, or approved by a moderator.

New Calendar Event

Triggers when a new calendar event is posted, or approved by a moderator.

New Calendar Event Review

Triggers when a new calendar event review is made, or approved by a moderator.

Actions
Create Blog Entry Comment

Creates a new comment on a blog entry.

Create Blog Entry

Creates a new blog entry.

Create Calendar Event Comment

Creates a new comment on a calendar event.

Create Calendar Event

Creates a new event.

Create Calendar Event Review

Creates a new review on a calendar event.

Create Pages Database Record Comment

Creates a new comment on a record in a Pages database.

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FAQ

Common questions about Salesforce + Invision Community

Is there a pre-built Salesforce + Invision Community automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Salesforce and Invision Community's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Salesforce or Invision Community connector?

No. The Agent works whether or not Salesforce or Invision Community already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Salesforce with Invision Community improve sales pipeline efficiency?

It eliminates manual data entry by converting web form submissions directly into qualified contacts and deals in your CRM.

Can updates in Salesforce change content published on Invision Community?

Yes, updates to contacts or deals can automatically modify content items or publish new pages on your website.

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