Payment Rails + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Payment Rails and Salesforce.


Get started with workflows like: Create Payment Rails recipients for new Salesforce contacts. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Payment Rails + Salesforce in Minutes

It's easy to connect Payment Rails + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantPayment Status Updated

Triggers when a payment's status is updated.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

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.).

InstantRecipient Updated

Triggers when a recipient is updated.

New Record

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

Updated Record

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

How Payment Rails + Salesforce Integrations Work

  1. Step 1: Authenticate Payment Rails + Salesforce.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Payment Rails + Salesforce