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DEAR Inventory + Salesforce

Create customers in DEAR for new Salesforce contacts

Keep DEAR and Salesforce synced by creating a new customer in DEAR automatically every time you get a new Salesforce contact. Keep your customer information updated across both platforms.

Keep DEAR and Salesforce synced by creating a new customer in DEAR automatically every time you get a new Salesforce contact. Keep your customer information updated across both platforms.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    DEAR InventoryDEAR Inventory
    Create Customer

    Creates a new customer.

    ActionWrite
  • Salesforce triggers, actions, and search
    New Outbound Message
    Triggers when a new outbound message is received in Salesforce.
    Trigger
    Instant
  • Salesforce triggers, actions, and search
    New Record
    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Field on Record
    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.).
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Record
    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Add Contact to Campaign
    Adds an existing contact to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Add Lead to Campaign
    Adds an existing lead to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Attachment
    Creates a new attachment (max 25MB).
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Contact
    Creates a new contact in Salesforce.
    Action
    Write
  • 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

  • DEAR Inventory

    Triggered when customers are created or updated.

    Instant

    Trigger

  • DEAR Inventory

    Triggered when products are created or updated.

    Instant

    Trigger

  • DEAR Inventory

    Triggered when purchases are created or updated.

    Instant

    Trigger

  • DEAR Inventory

    Triggers when an additional information is added to a sale

    Instant

    Trigger

  • DEAR Inventory

    Triggers when an attachment is added to a sale

    Instant

    Trigger

  • DEAR Inventory

    Triggers when a sale is voided or undone.

    Instant

    Trigger

  • DEAR Inventory

    Triggers when a sales credit note authorised.

    Instant

    Trigger

  • DEAR Inventory

    Triggers when a sale's fulfilment status is updated.

    Instant

    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

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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.
Learn more

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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