DEAR Inventory + Salesforce

Create Salesforce contacts for new customer in DEAR

When this happens
Step 1: New Customer / Updated Customer
Then do this
Step 2: Create Record

Sync DEAR with Salesforce and create a new contact in Salesforce after you get one in DEAR. Keep your customer databases accurate in your CRM and inventory management software.

Try this template

Supported triggers and actions

What does this mean?

New Customer / Updated Customer
Triggered when customers are created or updated.
Trigger
Instant
Sale Additional Info Added
Triggers when an additional information is added to a sale
Trigger
Instant
Sale Attachment Added
Triggers when an attachment is added to a sale
Trigger
Instant
Sale Voided/Undone
Triggers when a sale is voided or undone.
Trigger
Instant

Sale Credit Note Authorised
Triggers when a sales credit note authorised.
Trigger
Instant
Sale Fulfilment Update
Triggers when a sale's fulfilment status is updated.
Trigger
Instant

Sale Invoice Authorised
Triggers when a sales invoice authorised.
Trigger
Instant

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 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 record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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

About DEAR Inventory

DEAR is an all in one holistic solution for Inventory Management, POS & B2B eCommerce. Easily manage all your inventory, purchases, sales, suppliers and customers in one easy to use system.

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