Salesforce + Storeganise

Salesforce + Storeganise integrations

Create new Salesforce records when new Storeganise job units move in

Whenever a new move-in happens in your Storeganise app, this workflow instantly creates a corresponding record in Salesforce. It streamlines your processes, removing manual data entry and ensuring you have updated information across both platforms. Perfect for property and self-storage managers, this automation delivers crucial insights from your Storeganise move-ins directly to your Salesforce database.

When this happens...
Job Unit MoveIn CompleteTriggers when a move-in job is completed.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with Storeganise and Salesforce

Discover other triggers and actions you can use with Storeganise and Salesforce

- Reminder Index
- Alert Email
  Required
Trigger
Instant
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- Alert Email
  Required
- Event
  Required
Trigger
Instant
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- Alert Email
  Required
Trigger
Polling
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- Alert Email
  Required
Trigger
Instant
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- Alert Email
  Required
- Event
  Required
Trigger
Instant
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Updated Invoice
Triggers when an invoice is updated.
Trigger
Polling
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- Alert Email
  Required
Trigger
Instant
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- User Id
  Required
- Comment
  Required
Action
Write
- Unit Id
  Required
- Task title
  Required
- Task description
  Required
- Task due date
- Task key
Action
Write
- Invoice ID
  Required
- Comment
  Required
Action
Write
- Invoice ID
  Required
- Method
  Required
- Date
  Required
- Amount
  Required
Action
Write
- User ID
  Required
- Email
- First Name
- Last Name
- Phone
- Language
- Address
- Company Name
- Custom Fields
Action
Write
- Unit Rental Id
  Required
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

- Alert Email
  Required
- Event
  Required
Trigger
Instant
Try It
- Alert Email
  Required
Trigger
Instant
Try It
- Alert Email
  Required
Trigger
Instant
Try It
- Alert Email
  Required
Trigger
Instant
Try It
- Alert Email
  Required
- Event
  Required
Trigger
Instant
Try It
- Alert Email
  Required
Trigger
Instant
Try It
- Unit ID
  Required
- Comment
  Required
Action
Write
- Invoice Id
  Required
- Task title
  Required
- Task description
  Required
- Task due date
- Task key
Action
Write
- User Id
  Required
- Task title
  Required
- Task description
  Required
- Task due date
- Task key
Action
Write
- Invoice ID
  Required
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone
- Address
- Area
- Language
- Company Name
- Name
- Custom Fields
Action
Write
- Invoice Id
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
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- Salesforce Objects
  Required
Trigger
Polling
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- 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

About Salesforce

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About Storeganise

Storeganise is a management software for valet and self storage

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Related categories

CRM (Customer Relationship Management)