SmartRoutes

Time Tracking Software

Salesforce

CRM

Integrations SmartRoutes Salesforce

Create integrations between SmartRoutes and Salesforce

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Add Contact to Campaign in Salesforce when New Order Created in SmartRoutes

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Add File to Record in Salesforce when New Order Created in SmartRoutes

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Add Lead to Campaign in Salesforce when New Order Created in SmartRoutes

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Create Contact in Salesforce when New Order Created in SmartRoutes

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Create Note in Salesforce when New Order Created in SmartRoutes

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Update Contact in Salesforce when New Order Created in SmartRoutes

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Create Lead in Salesforce when New Order Created in SmartRoutes

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Update Lead in Salesforce when New Order Created in SmartRoutes

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Create Record in Salesforce when New Order Created in SmartRoutes

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Update Record in Salesforce when New Order Created in SmartRoutes

Actions and Triggers

Triggers

New Order Created

Triggers when a new order is created.

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.

Actions

Create a Order

Creates a new order.

Get Customer by ID

Here you will get costumer details.

Update Customer by ID

Can update customer details.

Get All Vehicles

Here you will get all vehicles details.

Delete Orders by Order Number

The order will be deleted by providing order id.

Get Orders

To get all orders.

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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 SmartRoutes

SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.

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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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