Connect Rillet and Salesforce to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Rillet and Salesforce together. Build enterprise-grade automation in minutes.

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Create Rillet customers and notify Slack channels for won Salesforce opportunities
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Salesforce + Rillet + Gmail

Create Rillet customers and notify Slack channels for won Salesforce opportunities

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Salesforce + Rillet + Slack

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Bill" from Rillet.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects Rillet and Salesforce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Subsidiary
Trigger
Polling
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- Subsidiary
Trigger
Polling
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New Vendor
Triggers when a new vendor is created in Rillet.
Trigger
Polling
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- Customer
  Required
- Subsidiary
- Contract Name
- Start Date
- Close date
  Required
- Invoicing interval
  Required
- Invoicing day of month
  Required
- Payment terms (net days)
  Required
- Include usage & minimum commitment invoicing config
- Product
  Required
- Quantity
  Required
- Price type
  Required
- Price amount
  Required
- Price currency
  Required
- Price interval (months)
  Required
- Revenue pattern
  Required
- Tax rate type
  Required
- Tax country
  Required
- Tax description
  Required
- Tax percentage
  Required
Action
Write
- Customer
  Required
- Bank Account
  Required
- Subsidiary
- Invoice date
  Required
- Due date
- Description
  Required
- Product
  Required
- Quantity
  Required
- Amount per unit
  Required
- Currency
  Required
- Tax rate type
  Required
- Tax country
  Required
- Tax description
  Required
- Tax percentage
  Required
Action
Write

- Name
  Required
- Description
- Price Amount
- Price Currency
Action
Write
- Contract Item ID
  Required
- Quantity
  Required
- Timestamp
Action
Write

- Customer
  Required
- Name
- Email
- Phone
Action
Write
- Customer
- Status
Action
Search
- Customer
- Status
- Subsidiary
Action
Search
- Name
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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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 Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Subsidiary
Trigger
Polling
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- Subsidiary
- Status
Trigger
Polling
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- Vendor
  Required
- Subsidiary
- Issue Date
  Required
- Due Date
  Required
- Expense Number
  Required
- Account
  Required
- Description
- Amount
  Required
- Currency
  Required
Action
Write
- Name
  Required
- Email
- Street Address
- City
- State or Province
- Postal Code
- Country
Action
Write
- Invoice
  Required
- Amount
  Required
- Currency
  Required
Action
Write
- Name
  Required
- Email
- Phone
Action
Write
- Contract
  Required
- Contract Name
- Status
- End Date
Action
Write
- Invoice
  Required
- Customer
  Required
- Bank Account
  Required
- Subsidiary
- Invoice date
  Required
- Due date
- Status
- Description
  Required
- Product
  Required
- Quantity
  Required
- Amount per unit
  Required
- Currency
  Required
- Tax rate type
  Required
- Tax country
  Required
- Tax description
  Required
- Tax percentage
  Required
Action
Write
- Name
- Email
- Subsidiary
Action
Search
- Name
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Rillet and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Rillet to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Rillet

Rillet is an AI-native ERP app that delivers automation, speed, and scale for mid-market and enterprise finance teams.

HelpHelp

Related categories

Accounting

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

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

Connect Rillet and Salesforce to power AI-driven automation

Launch your first automated workflow

Create Rillet customers and notify Slack channels for won Salesforce opportunities

Create Rillet customers and send Gmail emails for new Salesforce contacts

Create Rillet customers and notify Slack channels for won Salesforce opportunities

Create Rillet customers and send Gmail emails for new Salesforce contacts

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Rillet and Salesforce to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Salesforce on the Zapier blog

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How to use Zapier's HubSpot Salesforce integration

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Make work flow with AI

Connect Rillet to Salesforce on the world's largest no-code automation platform