Connect Zenventory and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Order
New Item Created
New Purchase Order
Customer Order Updated
New Transfer Order
Item Updated
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 Zenventory and Salesforce automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Order
Triggers when a new customer order is created.
New Item Created
Triggers when a new item is created.
New Purchase Order
Triggers when a new purchase order is created.
Customer Order Updated
Triggers when a customer order is updated.
New Transfer Order
Triggers when a new transfer order is created.
Item Updated
Triggers when an item is updated.
Do thisActions
Action is the task that follows automatically within your Zenventory integrations.
Create a New Item
Create a new item.
Create a Customer Order
Creates a new customer order.
Create a Purchase Order
Creates a new purchase order.
Update a Customer Order
Update a single customer order.
Update a Purchase Order
Update a single purchase order. The purchase order must still be a draft.
Update an Item
Upadte an existing item.
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Frequently Asked Questions
To start, connect both your Zenventory and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Zenventory triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Zenventory 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 Zenventory 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 Zenventory 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 Zenventory
Zenventory is a robust web-based inventory management system for small to medium-sized businesses. It helps manage inventory, orders, and suppliers, integrating with popular shipping and e-commerce platforms to streamline operations.
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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