MRPeasy + Salesforce

Create MRPeasy customer orders from new records in Salesforce

Do you want to know how much the order will cost and when will it be ready? Take the opportunity to connect Salesforce and MRPeasy into a powerful ERP system for small and medium-sized manufacturers and distributors.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this!
Create Customer Order
Create a customer order
ActionWrite

Try this template

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
  This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
- Salesforce ObjectRequired
  Pick which type of object you want to watch for changes on.
Trigger
Scheduled
Try It
- CampaignRequired
  Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- ContactRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write
- CampaignRequired
  Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- LeadRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

Create Lead
Creates a new lead in Salesforce.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write

- Lead to UpdateRequired
  Search for or select the lead you'd like to update. Use Custom Value to select a lead from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- Search ValueRequired
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- WHERE ClauseRequired
  Enter a SOQL WHERE clause. See our help docs for Tips and Examples.
Action
Search
- Customer order source
- Status from
  Several statuses can be selected. If no statuses selected, any status is considered.
- Status to
  Several statuses can be selected. If no statuses selected, any status is considered.
Trigger
Instant
Try It
- Customer order numberRequired
  A unique code to identify the customer order.
- Reference
  Optional. Use this field to save the original order number without the uniqueness check.
- Internal notes
- Delivery date
  Date when this customer order should be delivered (timestamp, Zapier format X).
- Status
  Customer order status. If the status is "Confirmed" or greater, MRPeasy will try to book products. If the status is "Shipped & invoiced" or greater, MRPeasy will try to create a shipment and pick all products.
- Customer name
  Customer name. If you do not want to import customers to MRPeasy, please type a generic description, for example, "E-shop buyer".
- First name
- Last name
- Company
- Street line 1
  Required for importing the shipping address.
- Street line 2
- City
  Required for importing the shipping address.
- State
  Required for importing the shipping address.
- Postal code
  Required for importing the shipping address.
- Country code
  The two-character ISO country code. Required for importing the shipping address.
- Phone
- SKU
  Part number in MRPeasy.
- Quantity
- Discount percentage
- Item price
- Total price
- Delivery date
  Date when this item should be delivered (timestamp, Zapier format X). Optional. If not provided, then the delivery date of the CO is used.
Action
Write

- Salesforce ObjectsRequired
  Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
  Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to LinkRequired
- FileRequired
  The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files
- VisibilityRequired
  Specifies whether this file is available to all users, internal users, or shared users.
Action
Write
- FileRequired
- Salesforce ObjectRequired
  Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
- Description
- Is Private
  Defaults to false if left blank.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
  Pick the type of object if you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Api Docs Info
  API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for. You can only search for multiple records which are all the same object type.
- Search Results
  Select the format of search results to be returned. If multiple search values are provided, the choice will be applied to each search value.
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Search ValueRequired
Action
Search or write
- Customer order number
  A unique code to identify the customer order. Optional. If no order with this number exists, a new customer order is created with this number. If not provided, MRPeasy generates a unique CO number automatically.
- Reference
  Optional. Use this field to save the original order number without the uniqueness check.
- Internal notes
- Currency
  3-characters ISO currency code. This currency must be defined in Settings -> System settings -> Regional settings and Settings -> System settings -> Additional currencies. If omitted, the account default currency is used.
- Delivery date
  Date when this customer order should be delivered (timestamp, Zapier format X).
- Status
  Customer order status. If the status is "Confirmed" or greater, MRPeasy will try to book products. If the status is "Shipped & invoiced" or greater, MRPeasy will try to create a shipment and pick all products. If omitted, the "Confirmed" status is used.
- Customer nameRequired
  Customer name. If you do not want to import customers to MRPeasy, please type a generic description, for example, "E-shop buyer".
- Pricelist
  Optional. When the Professional function "Tiered pricing" is enabled, it is possible to select a pricelist by ID or code.
- Mark orders as Paid
  Optional. A new invoice is created in MRPeasy with all products. The invoice is created with tax included. Full payment is added to the invoice.
- First name
- Last name
- Company
- Street line 1
  Required for importing the shipping address.
- Street line 2
- City
  Required for importing the shipping address.
- State
  Required for importing the shipping address.
- Postal code
  Required for importing the shipping address.
- Country code
  The two-character ISO country code. Required for importing the shipping address.
- Phone
- SKURequired
  Part number in MRPeasy.
- QuantityRequired
- Discount percentage
- Item price
- Total price
- Delivery date
  Date when this item should be delivered (timestamp, Zapier format X). Optional. If not provided, then the delivery date of the CO is used.
Action
Write
- Source
- Customer order number
- Reference
- Customer name
- Status
Action
Search

About MRPeasy

MRPeasy is a cloud-based MRP system for small manufacturers (10 - 200 employees)

Related categories

Product Management

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier's terms of service and privacy policy.

MRPeasy + Salesforce

Create MRPeasy customer orders from new records in Salesforce

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired

ContactRequired

Add Lead to Campaign

CampaignRequired

LeadRequired

Create Contact

Create Lead

Create Record (UTC)

Salesforce ObjectRequired

Update Lead

Lead to UpdateRequired

Update Record (UTC)

Salesforce ObjectRequired

Record to UpdateRequired

Find Record

Salesforce ObjectRequired

Search ValueRequired

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

Customer Order Status Changed

Customer order source

Status from

Status to

Update Customer Order

Customer order numberRequired

Reference

Internal notes

Delivery date

Status

Customer name

First name

Last name

Company

Street line 1

Street line 2

City

State

Postal code

Country code

Phone

SKU

Quantity

Discount percentage

Item price

Total price

Delivery date

New Record

Salesforce ObjectsRequired

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create File

FileRequired

Title

Description

Salesforce Object

Create Record

Salesforce ObjectRequired

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired