Connect Avaza and Salesforce
Integrate Avaza with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when Invoice Sent from Avaza
Add Lead To Campaign in Salesforce when Invoice Sent from Avaza
Create Attachment in Salesforce when Invoice Sent from Avaza
Create Contact in Salesforce when Invoice Sent from Avaza
Create Note in Salesforce when Invoice Sent from Avaza
Popular Avaza + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Avaza
When this happens...
Invoice Sent
New Company
New Contact
New Project
New Task
New Timesheet
Company updated
Company Deleted
Project deleted
Contact updated
Contact Deleted
Invoice created
Invoice updated
Invoice deleted
Project Updated
Task Updated
Task Deleted
Timesheet Entry Deleted
Timesheet Entry Updated
New Bill
Bill updated
New Estimates
Estimate Updated
Estimate Deleted
Expense created
Expense Updated
Expense Deleted
Schedule Series created
Schedule Series Updated
Schedule Series Deleted
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 in Salesforce when Invoice Sent from Avaza
Use this flowAdd Lead To Campaign in Salesforce when Invoice Sent from Avaza
Use this flowCreate Attachment in Salesforce when Invoice Sent from Avaza
Use this flowCreate Contact in Salesforce when Invoice Sent from Avaza
Use this flowCreate Note in Salesforce when Invoice Sent from Avaza
Use this flowUpdate Contact in Salesforce when Invoice Sent from Avaza
Use this flowCreate Lead in Salesforce when Invoice Sent from Avaza
Use this flowUpdate Lead in Salesforce when Invoice Sent from Avaza
Use this flowCreate Account in Salesforce when Invoice Sent from Avaza
Use this flowCreate Campaign in Salesforce when Invoice Sent from Avaza
Use this flowSupported Triggers & Actions
Everything you can automate between Avaza and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
Invoice Sent
Triggers when a new Invoice is sent.
New Company
Triggers when a new contact Company is created.
New Contact
Triggered when a new company contact is created.
New Project
Triggers when a new Project is created.
New Task
Trigger when a new task is created.
New Timesheet
Trigger when a new timesheet entry is created
Do thisActions
Action is the task that follows automatically within your Avaza integrations.
Get All Projects
Get an all existing projects.
Get a Section
Fetch a single section with the projectId.
Get All Companies
Get an all existing companies.
Get All Invoices
Get an all existing invoices.
Get a Contact
Get an existing contact by its ID.
Get All Contacts
Get an all existing conatcts.
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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About Avaza
- Avaza is described as a unified work management software designed to enhance productivity for teams. - It integrates a variety of functionalities into a single platform, allowing users to collaborate on projects, engage in chat, schedule resources, track time, manage expenses, and invoice customers. - Avaza is tailored for use in client-focused businesses, supporting modules for Project Management, Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing, which can be utilized together or independently to match a wide range of business needs
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 Avaza 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 Avaza 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 Avaza triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Avaza. 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 Avaza and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Avaza 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.
