Connect Scanova and Salesforce to Build Intelligent Automations
Ready to use Scanova and Salesforce automations
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Actions and Triggers
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 Scanova integrations.
Create Website URL QR Code
Create a new Dynamic Website URL QR Code in your Scanova account.
Delete QR code
Delete any QR Code from your Scanova account
Update Website URL QR Code
Update a Website URL QR Code in your Scanova account.
Invite new user
Send an email invite to add a new user with a selected role.
Remove Existing User
Remove an existing user from your Scanova account
Add Contact to Campaign
Adds an existing contact to an existing campaign.
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Frequently Asked Questions
To start, connect both your Scanova and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Scanova triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Scanova data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between Scanova and Salesforce 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 Scanova and Salesforce. 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.
About Scanova
Scanova is a leading platform for creating and managing QR codes, offering businesses innovative solutions for marketing and customer engagement.
Learn MoreAbout 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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