Salesforce + Track-POD

Create orders in Track-POD from updated records in Salesforce

This workflow connects Salesforce and Track-POD to streamline your order management process. When any change occurs in a Salesforce record, an order is immediately created in Track-POD, letting you maintain real-time and accurate tracking. It's the ideal solution for businesses looking to reduce manual work and maintain effective coordination between their sales and order tracking systems. With this integration, your order creation becomes more effective and ensures a smooth operations process.

When this happens...
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
TriggerPolling
automatically do this!
Create Order
Create a new order.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Order Collected \ Delivered
Triggers when an order is marked collected \ delivered by a driver.
Trigger
Polling
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Order Not Collected \ Not Delivered
Triggers when an order is not collected \ not delivered.
Trigger
Polling
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Order Status Updated
Triggers when the status of an order is updated.
Trigger
Polling
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- Number
- External Id
- Order Date
- Order Type
- Shipper Id
- Shipper
- Depot Id
- Depot
- Client Id
- ClientRequired
- Address Id
- AddressRequired
- Address GPS Latitude
- Address GPS Longitude
- Address Zone
- Time From
- Time Till
- Service Time
- Notes to Order
- Contact Name
- Contact Phone
- Contact E-mail
- Total Weight
- Total Volume
- Pallets count
- Amount of Cash on Delivery
- Invoice Id
- Customer Reference Id
- Barcode
- Order line Id
- Goods Id
- Goods NameRequired
- Goods Unit
- Goods Note
- Goods Quantity or WeightRequired
- Unit Price
- Custom Field Id
- Custom Field Value
Action
Write
- IdRequired
- Number
- External Id
- Order Date
- Order Type
- Shipper Id
- Shipper
- Depot Id
- Depot
- Client Id
- ClientRequired
- Address Id
- AddressRequired
- Address GPS Latitude
- Address GPS Longitude
- Address Zone
- Time From
- Time Till
- Service Time
- Notes to Order
- Contact Name
- Contact Phone
- Contact E-mail
- Total Weight
- Total Volume
- Pallets count
- Amount of Cash on Delivery
- Invoice Id
- Customer Reference Id
- Barcode
- Order line Id
- Goods Id
- Goods NameRequired
- Goods Unit
- Goods Note
- Goods Quantity or WeightRequired
- Unit Price
- Custom Field Id
- Custom Field Value
Action
Write
- IdRequired
Action
Search
- CodeRequired
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- 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 ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Order Created
Triggers when an order is created.
Trigger
Polling
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Order Partially Collected \ Delivered
Triggers when an order is collected \ delivered in part.
Trigger
Polling
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Order Updated
Triggers when order details are updated.
Trigger
Polling
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Order Notification en Route Sent
Triggers when notification from previous stop is sent.
Trigger
Instant
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- IdRequired
Action
Write
- External IdRequired
Action
Search
- NumberRequired
Action
Search

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Track-POD

Track-POD is a delivery software featuring an electronic proof of delivery app, solution for efficient performance monitoring and delivery confirmation. This unique paperless delivery system also works as a route planning software for arranging multiple deliveries with ease.

Learn more

Related categories

Product Management

Salesforce + Track-POD

Create orders in Track-POD from updated records in Salesforce

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Order Collected \ Delivered

Order Not Collected \ Not Delivered

Order Status Updated

Create Order

Update Order

Find an Order by Id

Find a Route by Code

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Order Created

Order Partially Collected \ Delivered

Order Updated

Order Notification en Route Sent

Delete Order

Find an Order by External Id

Find an Order by Number

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Track-POD

Related categories