Connect Shipday and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Shipday
Choose an Action
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
Use the Built-in Integrations
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 Shipday integrations.
Insert Order
Schedule a New Order.
Search Order
Search order by email and phone number.
Delete Order
Delete Order By Id
Add Carrier
Adds a new Carrier .
Delete Carrier
Delete a Carrier
Edit Order
Update your Order
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Frequently Asked Questions
To start, connect both your Shipday and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Shipday triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Shipday 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 Shipday 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 Shipday 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 Shipday
Shipday is an all-in-one delivery management platform that helps local businesses plan routes, dispatch drivers, and provide real-time order tracking with automated SMS ETAs. It supports both in-house and third‑party delivery workflows, integrates with ecommerce and POS platforms, and offers AI-powered dispatch and route optimization to speed up last‑mile deliveries.
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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