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Connect BlueLink and Salesforce integrations

Connect BlueLink and Salesforce with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like BlueLink and Salesforce to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Action
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BlueLink

Helper function to create an address object

BlueLink

Helper function to create an applicant object

BlueLink

Create Case Note for Quote

BlueLink

Helper function to create an committed monthly expenditure object

BlueLink

Helper function to create an fund object

BlueLink

Helper function to create an fund object

BlueLink

Helper function to create an Occupant object

BlueLink

Get Document

BlueLink

Get the metadata from all documents of a quote

BlueLink

Request a Decision in Principle on a quote

BlueLink

Save Experian Open Banking Payload

BlueLink

Create or Update quotes in BlueLink

BlueLink

Submit application selecting a product

BlueLink
Salesforce
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Action
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Salesforce

Completes or aborts a job.

Salesforce

Creates a new bulk data job.

Salesforce

Creates a new record in an object.

Salesforce

Deletes a record.

Salesforce

Downloads an attachment or a document.

Salesforce

Gets a specified record in an object.

Salesforce

Performs an arbitrary authorized API call.

Salesforce

Performs an arbitrary authorized API call, with a personalized base URL.

Salesforce

Posts a message to a chatter feed.

Salesforce

Updates an existing record in an object.

Salesforce

Upserts a record.

Salesforce

Retrieves all bulk data jobs in the organization.

Salesforce

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Searches for records in an object using SOSL query.

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Build your BlueLink and Salesforce integrations.

Create custom BlueLink and Salesforce workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Salesforce
Complete/Abort a Job

Completes or aborts a job.

Action
BlueLink
Create Address Object

Helper function to create an address object

Action
BlueLink
Create Applicants Object

Helper function to create an applicant object

Action
BlueLink
Create Case Note

Create Case Note for Quote

Action
BlueLink
Create Committed Monthly Expenditure Object

Helper function to create an committed monthly expenditure object

Action
BlueLink
Create Fund Object

Helper function to create an fund object

Action
BlueLink
Create Income Object

Helper function to create an fund object

Action
BlueLink
Create Occupant

Helper function to create an Occupant object

Action
Salesforce
Create a Job

Creates a new bulk data job.

Action

Popular BlueLink and Salesforce workflows.

Looking to get more out of BlueLink and Salesforce? With Make you can visually integrate BlueLink and Salesforce into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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How it works

Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.

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