Saasu + Salesforce Integrations

How to connect Saasu + Salesforce

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Popular Saasu + Salesforce workflows

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Add new Salesforce contacts to Saasu
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Salesforce + Saasu
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When this happens
Step 1: New Record
Then do this
Step 2: Create Contact
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Add new Salesforce contacts to Saasu
Premium
Add new Salesforce contacts to Saasu
Salesforce + Saasu

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Create Contact
Creates a new contact.
Action
Write
Create Item Invoice
Creates a new invoice using the Item layout and inventory items.
Action
Write
Create Service Invoice
Creates a new invoice using the service layout.
Action
Write

Find Contact
Find a contact
Action
Search
Find or Create Contact
Find or Create Contact
Action
Search or write

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 Saasu + Salesforce Integrations Work

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