Connect Approveit and Salesforce
Integrate Approveit with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Approval Request in Approveit when New Contact in Salesforce
Create Approval Request in Approveit when New Contact in Salesforce
List Approval Requests in Approveit when New Contact in Salesforce
Get Approval Request from Approveit when New Contact in Salesforce
Update Approval Request in Approveit when New Lead in Salesforce
Popular Approveit + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Approveit
When this happens...
- Request a new Trigger for Approveit
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 Approval Request in Approveit when New Contact in Salesforce
Use this flowCreate Approval Request in Approveit when New Contact in Salesforce
Use this flowList Approval Requests in Approveit when New Contact in Salesforce
Use this flowGet Approval Request from Approveit when New Contact in Salesforce
Use this flowUpdate Approval Request in Approveit when New Lead in Salesforce
Use this flowCreate Approval Request in Approveit when New Lead in Salesforce
Use this flowList Approval Requests in Approveit when New Lead in Salesforce
Use this flowGet Approval Request from Approveit when New Lead in Salesforce
Use this flowUpdate Approval Request in Approveit when New Record in Salesforce
Use this flowCreate Approval Request in Approveit when New Record in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between Approveit 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 Approveit integrations.
Update Approval Request
Update form values, priority or approvers of a pending or sent-back approval request.
Create Approval Request
Submit a new approval request in a chosen workflow with its form values and approvers.
List Approval Requests
List approval requests filtered by status, priority, workflow, dates or number.
Get Approval Request
Retrieves approval request details, form values, and approval steps for a specified request number.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead To Campaign
Adds an existing lead 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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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 Approveit
Approveit is a simple way to streamline internal approval processes like: access requests, software releases, quotes, docs, even PTOs - all through Slack.
Learn moreSimilar apps
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Approveit 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 Approveit 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 Approveit triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Approveit. 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 Approveit and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Approveit 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.
