Flow Integration

Salesforce flows are the backbone of automating your processes. The Relay flow actions allow you to extend your automations, creating bi-directional data exchanges with Relay. These actions enable you to streamline the Relay onboarding process, enhance messaging functionality, ensure TCPA compliance and efficiently process incoming events from the Relay Feed.

Available Relay Actions

Onboarding: The onboarding action streamlines the integration of your users with Relay. Easily automate user provisioning, profile changes, and welcome communications, ensuring a smooth transition for new users.

Messaging: Deliver personalized communications within Salesforce flows. Send tailored messages based on user interactions, such as welcome messages, notifications, or reminders, enhancing user engagement and productivity.

Consent Management: Seamlessly stay in compliance with bi-directional consent management between Salesforce and Relay. Capture consent status, manage opt-ins and opt-outs, and enforce compliance.

Event Processing: Process incoming events from the Relay Feed within Salesforce flows. Capture and respond to real-time events, such as user interactions enabling dynamic and responsive workflows.

Pull Power-up PDF forms: Pull Relay Power-up user form submissions as a PDF document and store within your Salesforce org or another external system.

Salesforce Documentation

Flow Resources

Flow Executing User