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FacturaDirecta + Salesforce

Add new FacturaDirecta contacts to Salesforce

A powerful CRM at your side is a great tool for tracking your client relationships but keeping your contact lists up-to-date can be a hassle. You can use this FacturaDirecta-Salesforce integration to automatically start adding new FacturaDirecta contacts to Salesforce to help you stay focused and productive.

A powerful CRM at your side is a great tool for tracking your client relationships but keeping your contact lists up-to-date can be a hassle. You can use this FacturaDirecta-Salesforce integration to automatically start adding new FacturaDirecta contacts to Salesforce to help you stay focused and productive.

  1. When this happens...
    FacturaDirectaFacturaDirecta
    New Contact

    Triggers when a new contact is added.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

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

    ActionWrite
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Supported triggers and actions

What does this mean?
    • CompanyRequired

    • Type

    Trigger
    Instant
    Try It
    • CompanyRequired

    • Customer ID

    • Find Customer By Email

    • Find Customer By FiscalId

    • Customer Name

    • Customer Surname

    • Customer Email

    • Customer Phone

    • Customer Fiscal Id

    • Is final customer

    • Customer Address

    • Customer City

    • Customer Region

    • Customer Zip Code

    • Customer Country

    • External ID

    • Create as draft

    • Series

    • Created Date

    • Due Date

    • Visible notes

    • Internal notes

    • Tags

    • PDF Template

    • Currency

    • Line Total Decimals

    • Invoice total

    • Taxes Included

    • Auto calculate taxes

    • Mark as paid

    • Bank

    • Payment method

    • Send document

    • Include facturae

    • Generate PDF

    • Generate Facturae

    • Product SKU

    • Description

    • Quantity

    • Unit Price

    • Amount

    • Tax Codes

    • Tax Name

    • Tax Rate

    • Discount Rate

    • Tax amount

    • Shipping Item

    • Shipping Amount

    • Shipping Description

    • Shipping Tax Codes

    • Shipping Tax Name

    • Shipping Tax Rate. (Ex: 0.21)

    • Shipping Discount Rate. (Ex: 0.05)

    • Shipping Tax Amount

    • Rates Base 100

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • CompanyRequired

    • Find Customer By Email

    • NameRequired

    • Surname

    • Email

    • Phone

    • Fiscal Id

    • Is final customer

    • Address

    • City

    • Region/State

    • Zip Code

    • Country

    Action
    Write
    • CompanyRequired

    • Invoice IdRequired

    • Bank Id

    • Bank

    • Amount

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
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About FacturaDirecta

FacturaDirecta is an easy accounting software for small business and freelancers.
Learn more

Related categories

  • Accounting
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