
When this happens...
New Contact
New Lead
New Record
Updated Record
New Case Attachment
New Task
New Account
Update Contact
New Opportunity

Automatically do this!
Create Customer
Get Order Details
Find Customer
Create Product
Get Product Details
List All Orders
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Contact is created.
Triggers when a new Lead is created.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new Attachment is added to a case.
Triggers when a new task is created.
Action is the task that follows automatically within your Salesforce integrations.
Adds an existing contact to an existing campaign.
Adds an existing lead to an existing campaign.
Creates a new attachment (max 25MB).
Creates a new contact.
Creates a new note and links it to a parent record
Updates an existing contact in Salesforce.

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To start, connect both your Salesforce and Veeqo accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesforce triggers actions in Veeqo (or vice versa).
Absolutely. You can customize how Salesforce data is recorded in Veeqo. This includes choosing which data fields go into which fields of Veeqo, setting up custom formats, and filtering out unwanted information.
The data sync between Salesforce and Veeqo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Salesforce and Veeqo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreVeeqo is a powerful inventory and order management software designed to help retailers streamline their operations. It integrates with various sales channels, shipping carriers, and accounting software to provide a unified platform for managing stock, orders, and deliveries.
Learn More