inFlow Inventory + Salesforce

Create records in Salesforce when new inFlow customers are created

Keep Salesforce updated with your latest customer information. This integration creates Salesforce records when inFlow Inventory customers are created or updated.

When this happens...
New or Updated Customer
Triggers when a customer is created or updated.
TriggerInstant
automatically do this!
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?

- Only trigger when a Customer is created
Trigger
Instant
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- Only trigger when a Sales Quote is created
Trigger
Instant
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- Inventory Status
- Payment Status
- Only trigger once per order
Trigger
Instant
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- Only trigger when a Vendor is created
Trigger
Instant
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- SalesOrderId
Action
Search

- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

- Lapsed DaysRequired
Trigger
Scheduled
Try It
- Inventory Status
- Payment Status
- Only trigger when a Purchase Order is created
Trigger
Instant
Try It
- Days Past DueRequired
Trigger
Scheduled
Try It
- SalesOrderId
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search

About inFlow Inventory

Get an unfair advantage with inFlow Inventory management software. A complete system to run your small business used by 1000's.

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Related categories

eCommerce

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

inFlow Inventory + Salesforce

Create records in Salesforce when new inFlow customers are created

New or Updated Customer

Only trigger when a Customer is created

New or Updated Sales Quote

Only trigger when a Sales Quote is created

New or Updated Sales Order

Inventory Status

Payment Status

Only trigger once per order

New or Updated Vendor

Only trigger when a Vendor is created

Find a Sales Order

SalesOrderId

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired

ContactRequired

Add Lead to Campaign

CampaignRequired

LeadRequired

Create Child Records (with line item support)

Parent ObjectRequired

Use Assignment Rules

Create File

FileRequired

Title

Description

Salesforce Object

Create Note

TitleRequired

Note

Salesforce ObjectRequired

Is Private

Create Record (UTC)

Salesforce ObjectRequired

Use Assignment Rules

Update Lead

Lead to UpdateRequired

Use Assignment Rules

Update Record (UTC)

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

Find Record

Salesforce ObjectRequired

Search ValueRequired

Second Field to Search By

Second Search Value

Search Operator

Find Record(s) by Query

Salesforce ObjectRequired

WHERE ClauseRequired

Find or Create Record

Salesforce ObjectRequired

Search ValueRequired

Second Field to Search By

Second Search Value

Search Operator

Use Assignment Rules

New Lapsed Customer

Lapsed DaysRequired

New or Updated Purchase Order

Inventory Status

Payment Status

Only trigger when a Purchase Order is created

New Sales Order Past Due

Days Past DueRequired

Find an Invoice URL

SalesOrderId

New Contact

New Lead

New Record