Connect AddToWallet and Salesforce
Integrate AddToWallet with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Pass in AddToWallet when New Contact in Salesforce
Create Pass in AddToWallet when New Contact in Salesforce
Archive Pass in AddToWallet when New Contact in Salesforce
List Passes from AddToWallet when New Contact in Salesforce
Send Pass Notification via AddToWallet when New Contact in Salesforce
Popular AddToWallet + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
AddToWallet
When this happens...
- Request a new Trigger for AddToWallet
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign dev
Update Pass in AddToWallet when New Contact in Salesforce
Use this flowCreate Pass in AddToWallet when New Contact in Salesforce
Use this flowArchive Pass in AddToWallet when New Contact in Salesforce
Use this flowList Passes from AddToWallet when New Contact in Salesforce
Use this flowSend Pass Notification via AddToWallet when New Contact in Salesforce
Use this flowUpdate Pass in AddToWallet when New Lead in Salesforce
Use this flowCreate Pass in AddToWallet when New Lead in Salesforce
Use this flowArchive Pass in AddToWallet when New Lead in Salesforce
Use this flowList Passes from AddToWallet when New Lead in Salesforce
Use this flowSend Pass Notification via AddToWallet when New Lead in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between AddToWallet and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your AddToWallet integrations.
Update Pass
Update the design, content, barcode or notifications of an existing pass.
Create Pass
Create an Apple and Google Wallet pass and get its shareable link.
Archive Pass
Archive a pass by ID so it moves to the expired section of wallets.
List Passes
Get all passes created in your account.
Send Pass Notification
Send a push notification to one pass or to every pass in a user group.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About AddToWallet
AddToWallet helps businesses create and distribute digital passes for Apple Wallet and Google Wallet, making it easier for customers to save loyalty cards, offers, tickets, and other wallet-ready content on their devices.
Learn more
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your AddToWallet and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between AddToWallet and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where AddToWallet triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in AddToWallet. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between AddToWallet and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire AddToWallet and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
