CRM and customer operations
Voxira for Salesforce
Use a Salesforce Flow action to queue personalized outbound Voxira calls.
View the Salesforce setup guideWhat the Voxira integration adds to Salesforce
Add voice notifications to Salesforce Flow with an invocable Voxira Apex action. Flow resources provide the destination, callflow and spoken message, and the action returns the queued call UUID. Named Credentials hold the connection configuration, so your Flow can trigger telephone updates without storing the API key in Apex code.
- Use a Place a Voxira call Apex action in Flow Builder.
- Personalize telephone messages with Salesforce Flow resources.
- Control record-triggered calls with decisions and an asynchronous callout path.
Example workflow
Configure a record-triggered Flow to notify a person after a chosen status change. Use a decision element to select relevant changes, then call Voxira on an asynchronous path with the record context.
From an event to a spoken phone call
The integration sends your message and event data to a Voxira callflow. Its text-to-speech configuration determines how the notification is spoken. Voxira queues the call and executes it asynchronously; a successful queue request does not confirm that the recipient answered. Call status is available in Voxira.
Integration questions
Where are Salesforce connection credentials stored?
The integration uses Salesforce Named Credentials and External Credentials. Access to the credential principal and Apex action is granted through permission sets.
Get started with Salesforce
The GitHub setup guide contains the integration files, requirements and configuration instructions for Salesforce.
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01
Prepare your Voxira connection
Have your Voxira tenant and the credentials required by the setup guide ready. Contact us if you need an account or help preparing your callflow.
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02
Follow the setup guide
Open the Salesforce guide on GitHub and follow its installation and configuration instructions.
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03
Test your integration
Follow the testing instructions in the guide and check the result in Voxira before enabling your workflow.