FacturaDirecta + Salesforce integrations
Add new FacturaDirecta contacts to Salesforce
A powerful CRM at your side is a great tool for tracking your client relationships but keeping your contact lists up-to-date can be a hassle. You can use this FacturaDirecta-Salesforce integration to automatically start adding new FacturaDirecta contacts to Salesforce to help you stay focused and productive.
- When this happens...New ContactTriggers when a new contact is added.
- automatically do this!Create RecordCreates a new record of a specified Salesforce object.
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More things you can do with FacturaDirecta and Salesforce
Discover other triggers and actions you can use with FacturaDirecta and Salesforce
- CompanyRequired
- Type
Try ItTriggerInstant- CompanyRequired
- Customer ID
- Find Customer By Email
- Find Customer By FiscalId
- Create contact from email only
- Customer Name
- Customer Surname
- Customer Email
- Customer Phone
- Customer Fiscal Id
- Is final customer
- Customer Address
- Customer City
- Customer Region
- Customer Zip Code
- Customer Country
- External ID
- Create as draft
- Series
- Created Date
- Due Date
- Visible notes
- Internal notes
- Tags
- PDF Template
- Currency
- Line Total Decimals
- Invoice total
- Taxes Included
- Auto calculate taxes
- Mark as paid
- Bank
- Payment method
- Send document
- Include facturae
- Generate PDF
- Generate Facturae
- Product SKU
- Description
- Quantity
- Unit Price
- Amount
- Tax Codes
- Tax Name
- Tax Rate
- Discount Rate
- Tax amount
- Shipping Item
- Shipping Amount
- Shipping Description
- Shipping Tax Codes
- Shipping Tax Name
- Shipping Tax Rate. (Ex: 0.21)
- Shipping Discount Rate. (Ex: 0.05)
- Shipping Tax Amount
- Rates Base 100
ActionWrite- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling
- CompanyRequired
- Find Customer By Email
- NameRequired
- Surname
- Email
- Phone
- Fiscal Id
- Is final customer
- Address
- City
- Region/State
- Zip Code
- Country
ActionWrite- CompanyRequired
- Invoice IdRequired
- Bank Id
- Bank
- Amount
ActionWrite- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling
FacturaDirecta is an easy accounting software for small business and freelancers.
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Salesforce is a leading enterprise customer relationship manager (CRM) application.
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