Connect and Integrate Custify with Salesforce

Just choose your app, click to connect, add conditions, and see the magic happen. No coding needed.

Use cases

What you can build with Custify + Salesforce

Every workflow runs automatically in the background — no manual effort after setup.

When Person Created in Custify, Get Attachment Content in Salesforce

This trigger fires whenever a new Person is created.

When Person Created in Custify, New Comment in Case in Salesforce

This trigger fires whenever a new Person is created.

When Person Created in Custify, Add Feed Comment in Salesforce

This trigger fires whenever a new Person is created.

When Person Created in Custify, Get Attachment IDs in Salesforce

This trigger fires whenever a new Person is created.

When Person Created in Custify, Add Attachment in Salesforce

This trigger fires whenever a new Person is created.

When Person Created in Custify, Create Account in Salesforce

This trigger fires whenever a new Person is created.

When Person Created in Custify, Update Account in Salesforce

This trigger fires whenever a new Person is created.

When Person Created in Custify, Delete Account in Salesforce

This trigger fires whenever a new Person is created.

When Person Created in Custify, Find Account in Salesforce

This trigger fires whenever a new Person is created.

Automate Custify + Salesforce in minutes

Select a trigger and action below to set up your automation.

How It Works

Get connected in minutes

Sign up for Konnectify

Create a free Konnectify account at konnectify.co — no credit card required.

Connect your Custify account

Authorize Konnectify to access Custify securely using OAuth. Your credentials are never stored.

Connect your Salesforce account

In the same way, authorize Konnectify to access Salesforce so it can send data on your behalf.

Choose a trigger and activate

Select the Custify event that should start the workflow, map the fields to Salesforce, and turn on the automation.

Custify

Trigger

Salesforce

Action

Custify

Action

Salesforce

Action

Connect Custify + Salesforce to Automate these Workflows

Person Created Get Attachment Content

This trigger fires whenever a new Person is created.

Person Created New Comment in Case

This trigger fires whenever a new Person is created.

Person Created Add Feed Comment

This trigger fires whenever a new Person is created.

Person Created Get Attachment IDs

This trigger fires whenever a new Person is created.

Person Created Add Attachment

This trigger fires whenever a new Person is created.

Person Created Create Account

This trigger fires whenever a new Person is created.

Person Created Update Account

This trigger fires whenever a new Person is created.

Person Created Delete Account

This trigger fires whenever a new Person is created.

Person Created Find Account

This trigger fires whenever a new Person is created.

Got Questions?

Find answers to common questions about connecting Custify with Salesforce through Konnectify. Get in touch.

How do I connect Custify with Salesforce?

You can connect Custify with Salesforce using Konnectify in minutes — no coding required. Sign up, pick a trigger from Custify, choose an action in Salesforce, and activate your workflow.

What can I automate between Custify and Salesforce?

Konnectify lets you automate repetitive tasks between Custify and Salesforce such as syncing data, sending notifications, creating records, and more — all triggered automatically in real time.

Do I need technical skills to integrate Custify with Salesforce?

No. Konnectify is a no-code platform. You can build and run Custify + Salesforce integrations through a visual interface without writing any code.

Is the Custify and Salesforce integration free?

Yes, Konnectify offers a free plan that lets you start automating between Custify and Salesforce right away. Paid plans unlock higher task volumes and advanced features.

How long does it take to set up the Custify + Salesforce integration?

Most users are up and running in under 5 minutes. Simply select your trigger event in Custify, map the fields to Salesforce, and turn on the workflow.

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