DEAR Inventory + Salesforce

Create customers in DEAR for new Salesforce contacts

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

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.

Try this template

Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
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
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write

Add Lead to Campaign
Adds an existing lead to an existing campaign.
Action
Write
Create Attachment
Creates a new attachment (max 25MB).
Action
Write

Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Action
Write

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
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 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

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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