refly-ai Salesforce
Integrate with Salesforce for CRM operations. Use when you need to: (1) create and query Salesforce records, (2) manage accounts and opportunities, or (3) automate sales workflows.
Input
Provide input as JSON:
{
"record_type": "Type of CRM record to create (e.g., Lead, Contact, Account, Opportunity)",
"record_data": "JSON data for the new record (e.g., {\"FirstName\": \"John\", \"LastName\": \"Doe\", \"Company\": \"Acme Corp\", \"Email\": \"john@acme.com\"})",
"query_criteria": "Search criteria for querying records (e.g., company name, email domain, date range)"
}
Execution (Pattern C: Action)
Step 1: Run the Skill and Get Run ID
RESULT=$(refly skill run --id skpi-l8hjpo6mjeb871d1y8ttw0og --input '{
"object_type": "Lead",
"first_name": "John",
"last_name": "Doe",
"company": "Tech Corp"
}')
RUN_ID=$(echo "$RESULT" | jq -r '.payload.workflowExecutions[0].id')
# RUN_ID is we-xxx format, use this for workflow commands
Step 2: Open Workflow in Browser and Wait for Completion
open "https://refly.ai/workflow/c-voxvui1zpu15a7j8zmf6mjwa"
refly workflow status "$RUN_ID" --watch --interval 30000
Step 3: Confirm Action Status
# Confirm record created
STATUS=$(refly workflow detail "$RUN_ID" | jq -r '.payload.status')
echo "Action completed with status: $STATUS"
Expected Output
- Type: API Response
- Format: JSON CRM data (record ID)
- Action: Confirm record created/updated successfully
Rules
Follow base skill workflow: ~/.claude/skills/refly/SKILL.md