Can AITable.ai connect with Salesforce?

Yes, AITable.ai can connect with Salesforce using n8n.io. With n8n, you can create workflows that automate tasks and transfer data between AITable.ai and Salesforce. Configure nodes for AITable.ai and Salesforce in the n8n interface, specifying actions and triggers to set up their connection.

Can I use AITable.ai’s API with n8n?

Yes, with n8n, you can programmatically interact with AITable.ai’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Can I use Salesforce’s API with n8n?

Yes, with n8n, you can programmatically interact with Salesforce’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Is n8n secure for integrating AITable.ai and Salesforce?

Yes, it is safe to use n8n to integrate AITable.ai and Salesforce. n8n offers various features to ensure the safe handling of your data. These include encrypted data transfers, secure credential storage, RBAC functionality, and compliance with industry-standard security practices (SOC2 compliant). For hosted plans, data is stored within the EU on servers located in Frankfurt, Germany. You can also host it on your own infrastructure for added control. Learn more about n8n’s security practices here.

How to get started with AITable.ai and Salesforce integration in n8n.io?

To start integrating AITable.ai and Salesforce in n8n, you have different options depending on how you intend to use it: n8n Cloud: hosted solution, no need to install anything. Self-host: recommended method for full-control or customized use cases. Unlike other platforms that charge per operation, step, or task, n8n charges only for full workflow executions. This approach guarantees predictable costs and scalability, no matter the complexity or volume of your workflows.

AITable.ai and Salesforce: Automate Workflows with n8n

AITable.ai and Salesforce integration

Save yourself the work of writing custom integrations for AITable.ai and Salesforce and use n8n instead. Build adaptable and scalable Data & Storage, Sales, and Communication workflows that work with your technology stack. All within a building experience you will love.

How to connect AITable.ai and Salesforce

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

AITable.ai and Salesforce integration: Create a new workflow and add the first step

Step 2: Add and configure Salesforce and AITable.ai nodes (using the HTTP Request node)

You can find the Salesforce node in the nodes panel and drag it onto your workflow canvas. To add the AITable.ai app to the workflow select the HTTP Request node and use the generic authentication method to make custom API calls to AITable.ai. Configure AITable.ai and Salesforce one by one: input data on the left, parameters in the middle, and output data on the right.

Salesforce and AITable.ai integration: Add and configure Salesforce and AITable.ai nodes

Step 3: Connect Salesforce and AITable.ai

A connection establishes a link between Salesforce and AITable.ai (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Salesforce and AITable.ai integration: Connect Salesforce and AITable.ai

Step 4: Customize and extend your Salesforce and AITable.ai integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Salesforce and AITable.ai with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Salesforce and AITable.ai integration: Customize and extend your Salesforce and AITable.ai integration

Step 5: Test and activate your AITable.ai and Salesforce workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from AITable.ai to Salesforce or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Salesforce and AITable.ai integration: Test and activate your Salesforce and AITable.ai workflow

Build your own AITable.ai and Salesforce integration

Create custom AITable.ai and Salesforce workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Supported API Endpoints for AITable.ai

To set up AITable.ai integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to AITable.ai to query the data you need using the API endpoint URLs you provide.

List records

Fetches the list of records from AITable.

GET

/api/get-records

Create record

Creates a new record in AITable.

POST

/api/create-records

Update record

Updates an existing record in AITable.

PUT

/api/update-records

Delete record

Deletes an existing record from AITable.

DELETE

/api/delete-records

Get records

Retrieve a list of records from a datasheet.

GET

/fusion/v1/datasheets/{datasheetId}/records

Delete record

Remove a specific record from a datasheet.

DELETE

/fusion/v1/datasheets/{datasheetId}/records/{recordId}

Create record

Creates a new record in the system.

POST

/api/createRecord

Update records

Updates existing records in the system.

PATCH

/api/updateRecord

Delete records

Deletes records from the system.

DELETE

/api/deleteRecord

Update records

This interface is used to update the records in the specified datasheet.

PATCH

/fusion/v1/datasheets/{datasheetId}/records

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the AITable.ai official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

List fields

Fetches the list of fields in AITable.

GET

/api/get-fields

Create field

Creates a new field in AITable.

POST

/api/create-fields

Delete field

Deletes an existing field from AITable.

DELETE

/api/delete-fields

Get fields

This interface is used to get information about all fields in the specified datasheet that you have permission to view.

GET

/fusion/v1/datasheets/{datasheetId}/fields

Create field

This interface is used to create new fields in the specified datasheet.

POST

/fusion/v1/spaces/{spaceId}/datasheets/{datasheetId}/fields

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

List views

Fetches the list of views in AITable.

GET

/api/get-views

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Create datasheet

Creates a new datasheet in AITable.

POST

/api/create-datasheets

Create datasheet

Create a new datasheet in the system.

POST

/fusion/v1/datasheets

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

List spaces

Fetches the list of spaces in AITable.

GET

/api/get-spaces

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

List nodes

Fetches the list of nodes in AITable.

GET

/api/get-nodes

Search nodes

Searches for nodes in AITable.

GET

/api/search-nodes

Get node details

Retrieve details of a specified node.

GET

/api/get-node-details

Create embedded links

Create links for embedding purposes in nodes.

POST

/api/create-embedlinks

Get embedded links

Retrieve embedded links for nodes.

GET

/api/get-embedlinks

Delete embedded link

Delete a specified embedded link.

DELETE

/api/delete-embedlinks

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Get a member

Retrieves details of a specific member.

GET

/api/get-a-member

Update a member

Updates information of a specific member.

PUT

/api/update-a-member

Delete a member

Deletes a specific member from AITable.

DELETE

/api/delete-a-member

List team members

Get a list of members in a specific team.

GET

/fusion/v1/spaces/{spaceId}/teams/{unitId}/members

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Get field

Retrieve details about a specific field.

GET

/fusion/v1/fields/{fieldId}

Create field

Add a new field to a datasheet.

POST

/fusion/v1/datasheets/{datasheetId}/fields

Delete field

Remove a specific field from a datasheet.

DELETE

/fusion/v1/datasheets/{datasheetId}/fields/{fieldId}

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Get view

Retrieve details about a specific view.

GET

/fusion/v1/views/{viewId}

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Upload attachment

Add an attachment to a record.

POST

/fusion/v1/attachments

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Get list of spaces

Retrieve a list of all spaces available.

GET

/fusion/v1/spaces

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Get node list

Retrieve a list of nodes within a space.

GET

/fusion/v1/nodes

Create embedded links

Add embedded links to a specific node.

POST

/fusion/v1/nodes/{nodeId}/embedded-links

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Get a member

Retrieve details about a specific member.

GET

/fusion/v1/members/{memberId}

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Create a team

Add a new team to the organization.

POST

/fusion/v1/teams

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Upload attachment

Uploads an attachment to the specified record.

POST

/api/uploadAttachment

Upload attachment

This interface is used to upload an attachment and bind the attachment to a datasheet.

POST

/fusion/v1/datasheets/{datasheetId}/attachments

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Delete record

Deletes a specific record from a datasheet.

DELETE

/fusion/v1/datasheets/{datasheetId}/records

Delete field

This interface is used to delete a specific field from a datasheet.

DELETE

/fusion/v1/spaces/{spaceId}/datasheets/{datasheetId}/fields/{fieldId}

Get view

This interface is used to fetch all views of the specified datasheet.

GET

/fusion/v1/datasheets/{datasheetId}/views

Create datasheet

This interface is used to create a datasheet with the specified fields in the specified space.

POST

/fusion/v1/spaces/{spaceId}/datasheets

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

List roles

Retrieves a list of all roles.

GET

/api/list-roles

List units under the Role

Retrieves the units associated with a specific role.

GET

/api/list-units-under-the-role

Create a role

Creates a new role in the system.

POST

/api/create-a-role

Update a role

Updates an existing role's details.

PUT

/api/update-a-role

Delete a role

Removes a role from the system.

DELETE

/api/delete-a-role

List roles

Retrieve a list of all roles in a space.

GET

/fusion/v1/spaces/spcjXzqVrjaP3/roles?pageSize=2&pageNum=1

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Salesforce supported actions

Add Note

Add note to an account

Create

Create an account

Create or Update

Create a new account, or update the current one if it already exists (upsert)

Delete

Delete an account

Get

Get an account

Get Many

Get many accounts

Get Summary

Returns an overview of account's metadata

Update

Update an account

Create

Create a attachment

Delete

Delete a attachment

Get

Get a attachment

Get Many

Get many attachments

Get Summary

Returns an overview of attachment's metadata

Update

Update a attachment

Add Comment

Add a comment to a case

Create

Create a case

Delete

Delete a case

Get

Get a case

Get Many

Get many cases

Get Summary

Returns an overview of case's metadata

Update

Update a case

Add Contact To Campaign

Add contact to a campaign

Add Note

Add note to a contact

Create

Create a contact

Create or Update

Create a new contact, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Get Summary

Returns an overview of contact's metadata

Update

Update a contact

Create

Create a custom object record

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a custom object record

Get

Get a custom object record

Get Many

Get many custom object records

Update

Update a custom object record

Upload

Upload a document

Get Many

Get many flows

Invoke

Invoke a flow

Add Lead To Campaign

Add lead to a campaign

Add Note

Add note to a lead

Create

Create a lead

Create or Update

Create a new lead, or update the current one if it already exists (upsert)

Delete

Delete a lead

Get

Get a lead

Get Many

Get many leads

Get Summary

Returns an overview of Lead's metadata

Update

Update a lead

Add Note

Add note to an opportunity

Create

Create an opportunity

Create or Update

Create a new opportunity, or update the current one if it already exists (upsert)

Delete

Delete an opportunity

Get

Get an opportunity

Get Many

Get many opportunities

Get Summary

Returns an overview of opportunity's metadata

Update

Update an opportunity

Query

Execute a SOQL query that returns all the results in a single response

Create

Create a task

Delete

Delete a task

Get

Get a task

Get Many

Get many tasks

Get Summary

Returns an overview of task's metadata

Update

Update a task

Get

Get a user

Get Many

Get many users

Sales
Tutorial

How to easily automate your Salesforce data import

Salesforce and other CRMs are built around the data they are being fed. This begs the question, where do we get this data from? Before switching to a CRM, it is common for organizations to have data pipelines of leads and customers stored in extant sources like spreadsheets and ERPs. These sources could store data that range from hundreds to billions. Thus, it is imperative that we explore some of the most efficient and effective ways to import data into Salesforce. And this is the crux of thi

FAQs

Can AITable.ai connect with Salesforce?
Can I use AITable.ai’s API with n8n?
Can I use Salesforce’s API with n8n?
Is n8n secure for integrating AITable.ai and Salesforce?
How to get started with AITable.ai and Salesforce integration in n8n.io?

AITable.ai and Salesforce integration

How to connect AITable.ai and Salesforce

Step 1: Create a new workflow and add the first step

Step 2: Add and configure Salesforce and AITable.ai nodes (using the HTTP Request node)

Step 3: Connect Salesforce and AITable.ai

Step 4: Customize and extend your Salesforce and AITable.ai integration

Step 5: Test and activate your AITable.ai and Salesforce workflow

Build your own AITable.ai and Salesforce integration

Supported API Endpoints for AITable.ai

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

Salesforce supported actions

AITable.ai and Salesforce integration details

Supercharge your CRM

AITable.ai and Salesforce integration tutorials

How to easily automate your Salesforce data import

FAQs

Can AITable.ai connect with Salesforce?

Can I use AITable.ai’s API with n8n?

Can I use Salesforce’s API with n8n?

Is n8n secure for integrating AITable.ai and Salesforce?

How to get started with AITable.ai and Salesforce integration in n8n.io?

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Why use n8n to integrate AITable.ai with Salesforce

Build complex workflows, really fast

Code when you need it, UI when you don't

Simple debugging

Use templates to get started fast

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