Connect Urable and Salesforce
Integrate Urable with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Urable + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Urable
When this happens...
New Customer
Update Customer
When one or more jobs are marked as paid
When a new job is created
When a job is completed
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 Contact in Salesforce when New Customer in Urable
Use this flowUpdate Contact in Salesforce when New Customer in Urable
Use this flowCreate Lead in Salesforce when New Customer in Urable
Use this flowSearch Record by Query in Salesforce when New Customer in Urable
Use this flowAdd Lead To Campaign in Salesforce when Update Customer in Urable
Use this flowCreate Attachment in Salesforce when Update Customer in Urable
Use this flowCreate Note in Salesforce when Update Customer in Urable
Use this flowUpdate Contact in Salesforce when Update Customer in Urable
Use this flowCreate Lead in Salesforce when Update Customer in Urable
Use this flowUpdate Lead in Salesforce when Update Customer in Urable
Use this flowSupported Triggers & Actions
Everything you can automate between Urable and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Trigger when a new customer created.
Update Customer
Triggers when an existing customer is updated.
When one or more jobs are marked as paid
Runs the workflow automatically on the configured schedule whenever one or more jobs are marked as paid within the lookback window.
When a new job is created
Runs the workflow automatically whenever a new job is created in your Urable account.
When a job is completed
Runs the workflow automatically whenever a job is completed in your account.
New Contact
Triggers when a new Contact is created.
Do thisActions
Action is the task that follows automatically within your Urable integrations.
Search Customer
Retrieves the detail of customer based on email address.
List All Items
Retrieves the detail of all items.
Create Customer
Creates a new customer
Update Customer
Updates an existing customer
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead To Campaign
Adds an existing lead to an existing campaign.
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 Urable
Urable is an application designed for automotive businesses that specialize in detailing, paint protection film, vinyl wrapping, tinting, and ceramic coating. As a cloud-based application with dedicated mobile apps, it allows you to run your business from multiple devices in real-time.
Learn more
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Urable 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 Urable 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 Urable triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Urable. 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 Urable and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Urable 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.
