Salesforce

CRM

inflow-inventory

Proposal and Invoice Management

Integrations Salesforce inflow-inventory

Create integrations between Salesforce and inflow-inventory

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Find a Sales Order in Inflow-inventory when New Contact in Salesforce

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Find a Sales Order in Inflow-inventory when New Lead in Salesforce

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Find a Sales Order in Inflow-inventory when New Record in Salesforce

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Find a Sales Order in Inflow-inventory when Updated Record in Salesforce

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Find a Sales Order in Inflow-inventory when New Case Attachment in Salesforce

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Add Contact to Campaign in Salesforce when New Sales Order Created in inFlow Inventory

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Add File to Record in Salesforce when New Sales Order Created in inFlow Inventory

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Add Lead to Campaign in Salesforce when New Sales Order Created in inFlow Inventory

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Create Contact in Salesforce when New Sales Order Created in inFlow Inventory

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Create Note in Salesforce when New Sales Order Created in inFlow Inventory

Actions and Triggers

Triggers

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 Sales Order Created

Triggers When new sales order is created.

Actions

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add File to Record

Adds an existing file to an existing Record.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Create Contact

Creates a new contact.

Create Note

Creates a new note and links it to a parent record

Update Contact

Updates an existing contact in Salesforce.

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Viasocket Integrations

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How viaSocket is going to help you with your business?

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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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About inflow-inventory

inflow-inventory is a comprehensive inventory management software designed to help businesses efficiently track and manage their stock levels, orders, and sales. It offers features such as barcode scanning, reporting, and multi-location support to streamline inventory processes.

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