Connect splitwise and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Expense
New Group
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
Ready to use splitwise and Salesforce automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Expense
Triggers when a new expense is added to a group or with friends.
New Group
Triggers when a new group 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.
Do thisActions
Action is the task that follows automatically within your splitwise integrations.
Create Expense
Create Group
Creates a new group
Delete Expense
List Current User's Expenses
List all the current user's expenses.
Delete Group
Add user to group
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Frequently Asked Questions
To start, connect both your splitwise and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in splitwise triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how splitwise 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 splitwise 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 splitwise 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 splitwise
Splitwise is a platform designed to help users manage and share expenses with friends, family, and roommates. It simplifies the process of tracking shared bills and IOUs, ensuring everyone pays their fair share. Ideal for group trips, shared households, and any situation where expenses need to be divided among multiple people.
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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