Salesforce + InvoiceXpress Integrations
How to connect Salesforce + InvoiceXpress
Zapier lets you send info between Salesforce and InvoiceXpress automatically—no code required.
Top companies trust Zapier to automate work and free up time
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers 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.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add File to RecordAdds an existing file to an existing Record.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new File (max 25MB).
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
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
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
- InvoiceXpress
Cancels a
Scheduled
Action
- InvoiceXpress
Cancels an
Scheduled
Action
- InvoiceXpress
Cancels a
Scheduled
Action
- InvoiceXpress
Creates a new
Scheduled
Action
- InvoiceXpress
Creates a new
Scheduled
Action
- InvoiceXpress
Creates a new
Scheduled
Action
- InvoiceXpress
Deletes a
Scheduled
Action
- InvoiceXpress
Deletes a
Scheduled
Action
- InvoiceXpress
Deletes a
Scheduled
Action
- InvoiceXpress
Finalizes an existing
Scheduled
Action
- InvoiceXpress
Finalizes an existing
Scheduled
Action
- InvoiceXpress
Finalizes an existing
Scheduled
Action
- InvoiceXpress
Generates a PDF from a specified
Scheduled
Action
- InvoiceXpress
Marks an existing
Scheduled
Action
- InvoiceXpress
Marks an existing
Scheduled
Action
- InvoiceXpress
Sends an
Scheduled
Action
- InvoiceXpress
Updates an
Scheduled
Action
- InvoiceXpress
Updates an
Scheduled
Action
- InvoiceXpress
Updates a
Scheduled
Action
- InvoiceXpress
Returns a specific client.
Scheduled
Action
- InvoiceXpress
Returns a specific invoice.
Scheduled
Action
How Salesforce + InvoiceXpress Integrations Work
- Step 1: Authenticate Salesforce and InvoiceXpress.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.
Related categories
About InvoiceXpress
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.