Connect SmartRoutes and Salesforce
Integrate SmartRoutes with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Order in SmartRoutes when New Contact in Salesforce
Get Customer by ID in Smartroutes when New Contact in Salesforce
Update Customer by ID in Smartroutes when New Contact in Salesforce
Get All Vehicles from SmartRoutes when New Contact in Salesforce
Delete Orders by Order Number in Smartroutes when New Contact in Salesforce
Popular SmartRoutes + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
SmartRoutes
When this happens...
New Order Created
Choose an action
Salesforce
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
Create Event
Create a Order in SmartRoutes when New Contact in Salesforce
Use this flowGet Customer by ID in Smartroutes when New Contact in Salesforce
Use this flowUpdate Customer by ID in Smartroutes when New Contact in Salesforce
Use this flowGet All Vehicles from SmartRoutes when New Contact in Salesforce
Use this flowDelete Orders by Order Number in Smartroutes when New Contact in Salesforce
Use this flowGet Orders in Smartroutes when New Contact in Salesforce
Use this flowList Custom Fields in Smartroutes when New Contact in Salesforce
Use this flowList Capacities in Smartroutes when New Contact in Salesforce
Use this flowList Customers in Smartroutes when New Contact in Salesforce
Use this flowList Notification Templates in Smartroutes when New Contact in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between SmartRoutes and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your SmartRoutes integrations.
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 vehicle details.
Delete Orders by Order Number
The order will be deleted by providing order id.
Get Orders
To get all orders.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SmartRoutes and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between SmartRoutes and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where SmartRoutes triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in SmartRoutes. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between SmartRoutes and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SmartRoutes and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
