• Payment Rails logoPayment Rails logo
  • Salesforce logoSalesforce logo

Payment Rails + Salesforce Integrations

How to connect Payment Rails + Salesforce

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  • Payment Rails triggers, actions, and search
    Payment Status Updated
    Triggers when a payment's status is updated.
    Trigger
    Instant
  • Payment Rails triggers, actions, and search
    Recipient Updated
    Triggers when a recipient is updated.
    Trigger
    Instant
  • Payment Rails triggers, actions, and search
    Create Recipient
    Creates a new recipient.
    Action
    Write
  • Payment Rails triggers, actions, and search
    Create Payment
    Creates a payment.
    Action
    Write
  • Payment Rails triggers, actions, and search
    Request Recipient Payment Information
    Request payment information from a recipient.
    Action
    Write
  • Payment Rails triggers, actions, and search
    Find Recipient
    Find a recipient by email, name or referenceID.
    Action
    Search
  • Payment Rails triggers, actions, and search
    Find or Create Recipient
    Find a Recipient or create one if not found.
    Action
    Search or write
  • Salesforce triggers, actions, and search
    New Outbound Message
    Triggers when a new outbound message is received in Salesforce.
    Trigger
    Instant
  • Salesforce

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

    Scheduled

    Trigger

  • Salesforce

    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.).

    Scheduled

    Trigger

  • Salesforce

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

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

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

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • 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

How Payment Rails + Salesforce Integrations Work

  1. Step 1: Authenticate Payment Rails and 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.
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payment-rails logo

About Payment Rails

Payment Rails is a business payouts platform for sending bank transfer payments to suppliers and contractors in 200+ countries in local currency and at a much lower cost than the banks.

Related categories

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About Salesforce

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

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