Salesforce + Veem Integrations

How to connect Salesforce + Veem

Zapier lets you send info between Salesforce and Veem automatically—no code required.

When this happens...

New Outbound Message

Triggers when a new outbound message is received in Salesforce.

automatically do this!

Create Contact

Creates a contact.

Popular Salesforce + Veem workflows

Our most popular Zap! arrow pointing down

Request payments in Veem whenever new sales orders are activated in Salesforce
premium
Salesforce + Veem
More details
When this happens
Step 1: New Record
Then do this
Step 2: Request Payment
Then do this
Step 3: Update Record
See Zap details Try it
Request payments in Veem whenever new sales orders are activated in Salesforce
premium
Request payments in Veem whenever new sales orders are activated in Salesforce
Salesforce + Veem
Add new QuickBooks Online contacts to SalesForce and Veem
premium
QuickBooks Online + Salesforce + Veem
More details
When this happens
Step 1: New Customer
Then do this
Step 2: Create Record
Then do this
Step 3: Create Contact
See Zap details Try it
Add new QuickBooks Online contacts to SalesForce and Veem
premium
Add new QuickBooks Online contacts to SalesForce and Veem
QuickBooks Online + Salesforce + Veem

Do Even More with Salesforce + Veem

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Salesforce + Veem workflows do more for them.

Zapier users love adding QuickBooks Online to their workflows
Add new QuickBooks Online contacts to SalesForce and Veem
premium
Add new QuickBooks Online contacts to SalesForce and Veem
Try it
QuickBooks Online + Salesforce + Veem

Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
Updated Field on Record
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.).
Trigger
Scheduled
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write

Add Lead to Campaign
Adds an existing lead to an existing campaign.
Action
Write
Create Attachment
Creates a new attachment (max 25MB).
Action
Write

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

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
Veem
Triggers when an inbound payment is updated to a specific status.
Instant
Trigger
Veem
Triggers when an outbound payment is updated to a specified status.
Instant
Trigger
Veem
Creates a contact.
Scheduled
Action
Veem
Requests a payment.
Scheduled
Action
Veem
Sends a payment. If an attachment is required, the payment will be created as a draft.
Scheduled
Action

How Salesforce + Veem Integrations Work

Step 1: Authenticate Salesforce + Veem.
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.