Docs

Automate tasks across Avoma with Salesforce

We work with you to understand your business processes, and automate all work between Avoma and Salesforce.

Talk to our team

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Avoma and Salesforce.

Create Salesforce records for new Avoma conversationsGet Started
Send a Salesforce notification when Avoma receives a high-priority item.Get Started
Create a Salesforce follow-up from new qualified activity in Avoma.Get Started

Every action you need

Your company can interact with Avoma and Salesforce using our 47 actions.
Can’t find what you need? Let us know.

Create CallCreateCreates a new call in Avoma.
Get CallReadRetrieves a call by external ID from Avoma.
List CallsReadRetrieves calls from Avoma.
Update CallUpdateUpdates an existing call in Avoma.
Get MeetingReadRetrieves a meeting from Avoma.
List MeetingsReadRetrieves meetings from Avoma.
Get Meeting InsightsReadRetrieves insights for a completed meeting from Avoma.
Create Meeting OutcomeCreateCreates a new meeting outcome in Avoma.
Delete Meeting OutcomeDeleteDeletes an existing meeting outcome from Avoma.
Get Meeting OutcomeReadRetrieves a meeting outcome from Avoma.
List Meeting OutcomesReadRetrieves meeting outcomes from Avoma.
Update Meeting OutcomeUpdateUpdates an existing meeting outcome in Avoma.
Get Meeting SegmentsReadRetrieves segments for a meeting from Avoma.
Get Meeting SentimentsReadRetrieves sentiments for a meeting from Avoma.
Create Meeting TypeCreateCreates a new meeting type in Avoma.

Frequently Asked Questions

Common questions about working with MindCloud on your Avoma and Salesforce integration.

Apps are the systems your business runs on, like Avoma and Salesforce. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.