DEAR Inventory + Salesforce Integrations
How to connect DEAR Inventory + Salesforce
Zapier lets you send info between DEAR Inventory and Salesforce automatically—no code required.
Popular DEAR Inventory + Salesforce workflows
Create Salesforce contacts for new customer in DEAR
Create Salesforce contacts for new customer in DEARPremiumCreate customers in DEAR for new Salesforce contacts
Create customers in DEAR for new Salesforce contactsPremium
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New Customer / Updated CustomerTriggered when customers are created or updated.Trigger- New Product / Updated ProductTriggered when products are created or updated.Trigger
- New Purchase / Updated PurchaseTriggered when purchases are created or updated.Trigger
- Sale Additional Info AddedTriggers when an additional information is added to a saleTrigger
- Sale Attachment AddedTriggers when an attachment is added to a saleTrigger
- Sale Voided/UndoneTriggers when a sale is voided or undone.Trigger
- Sale Credit Note AuthorisedTriggers when a sales credit note authorised.Trigger
- Sale Fulfilment UpdateTriggers when a sale's fulfilment status is updated.Trigger
- DEAR Inventory
Triggers when a sales invoice authorised.
Instant
Trigger
- DEAR Inventory
Triggers when a payment is added to a sale.
Instant
Trigger
- DEAR Inventory
Triggers when a sale's shipment tracking number changed.
Instant
Trigger
- DEAR Inventory
Triggers when a sales status is changed.
Instant
Trigger
- DEAR Inventory
Triggered when a change is made to product availability.
Instant
Trigger
- DEAR Inventory
Triggered when suppliers are created or updated.
Instant
Trigger
- DEAR Inventory
Adds attachment to sale.
Scheduled
Action
- DEAR Inventory
Creates a new customer.
Scheduled
Action
- DEAR Inventory
Adds pack to sale.
Scheduled
Action
- DEAR Inventory
Adds payment to sale.
Scheduled
Action
- DEAR Inventory
Creates a new product.
Scheduled
Action
- DEAR Inventory
Creates a new sale.
Scheduled
Action
- DEAR Inventory
Adds shipment to sale.
Scheduled
Action
- DEAR Inventory
Creates a stock adjustment.
Scheduled
Action
- DEAR Inventory
Creates a stock transfer.
Scheduled
Action
- DEAR Inventory
Creates a new supplier.
Scheduled
Action
- DEAR Inventory
Updates a customer.
Scheduled
Action
- DEAR Inventory
Updates the product.
Scheduled
Action
- DEAR Inventory
Updates a sale.
Scheduled
Action
- DEAR Inventory
Updates a supplier.
Scheduled
Action
- DEAR Inventory
Search for assembly by status, sale id or other fields.
Scheduled
Action
- DEAR Inventory
Search for customer by name.
Scheduled
Action
- DEAR Inventory
Search for sale payments by sale id, order number, invoice number, credit note number.
Scheduled
Action
- DEAR Inventory
Search for products availability.
Scheduled
Action
- DEAR Inventory
Search for product by name or sku.
Scheduled
Action
- DEAR Inventory
Search for sale credit note by id.
Scheduled
Action
- DEAR Inventory
Search for sale fulfilment by id.
Scheduled
Action
- DEAR Inventory
Search for sale invoice by id.
Scheduled
Action
- DEAR Inventory
Search for sale by id.
Scheduled
Action
- DEAR Inventory
Search for sale by order number, status, customer, invoice number, customer reference, credit note number.
Scheduled
Action
- DEAR Inventory
Create DEAR customer if it doesn't exist yet?
Scheduled
Action
- Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
How DEAR Inventory + Salesforce Integrations Work
- Step 1: Authenticate DEAR Inventory and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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