Create Salesforce task for new inFlow Inventory order
inFlow Inventory + Salesforce Integration
inFlow Inventory + Salesforce Integration
Integrate inFlow Inventory to Salesforce in one click, or tell Integrately AI how you want each order handled. Track inventory levels, manage purchase orders, update customer records, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Purchase order is created in inFlow Inventory Instant- Purchase order is updated in inFlow Inventory Instant
- Sales order is created in inFlow Inventory Instant
- Sales order is updated in inFlow Inventory Instant
- Customer is updated in inFlow Inventory Instant
- Customer is created in inFlow Inventory Instant
- Sales quote is created or updated in inFlow Inventory
- Vendor is created in inFlow Inventory Instant
- Vendor is updated in inFlow Inventory Instant
Field is updated on record in Salesforce- Record is created in Salesforce
- Record is updated in Salesforce
- Lead is created in Salesforce
- Lead is updated in Salesforce
- Opportunity is created in Salesforce
- Opportunity is updated in Salesforce
- Task is created in Salesforce
- Task is updated in Salesforce
- Contact is updated in Salesforce
- Contact is created in Salesforce
- Account is created in Salesforce
- Account is updated in Salesforce
- Outbound message is received in Salesforce Instant
- Case is created in Salesforce
- Case is updated in Salesforce
- Quote is created in Salesforce
- Quote is updated in Salesforce
2.
- Create sales order in inFlow Inventory
- Get sales order by id in inFlow Inventory
- Search sales order by order number in inFlow Inventory
- Get customer by id in inFlow Inventory
- Search customer in inFlow Inventory
- Get purchase order by id in inFlow Inventory
- Search purchase order by name/number in inFlow Inventory
- Get vendor by id in inFlow Inventory
- Search record using query in Salesforce
- Create record in Salesforce
- Get records by ID in Salesforce
- Update record in Salesforce
- Search record in Salesforce
- Create lead in Salesforce
- Update lead in Salesforce
- Search lead in Salesforce
- Create contact in Salesforce
- Update contact in Salesforce
- Search contact in Salesforce
- Create opportunity in Salesforce
- Update opportunity in Salesforce
- Search opportunity in Salesforce
- Add contact to campaign in Salesforce
- Add lead to campaign in Salesforce
- Create account in Salesforce
- Search account in Salesforce
- Update account in Salesforce
- Create task in Salesforce
- Update task in Salesforce
- Search task in Salesforce
- Get tasks by contact Id in Salesforce
- Create case in Salesforce
- Update case in Salesforce
- Search case in Salesforce
- Get events by contact Id in Salesforce
- Search quote in Salesforce
Trusted by experts at...
Ready Workflows for inFlow Inventory + Salesforce Integration
Create sales orders, update customer records, manage purchase orders, and sync data, all in just one click.
Most popular automations
Create Salesforce record for new inFlow Inventory order
With this inFlow Inventory - Salesforce integration, whenever a new inFlow Inventory order is placed, a new Salesforce record will be created for it. This simple automation will help you keep track of your orders and make sure that each one is processed properly.
You can even customize your Salesforce spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.
See moreYou can even customize your Salesforce spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.
Update Salesforce contact from updated inFlow Inventory contact
inFlow Inventory + Salesforce Integration
Create Salesforce contact from new inFlow Inventory order
As an online store owner, you're likely using inFlow Inventory to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.
But did you know that you can easily integrate inFlow Inventory with Salesforce? This integration will allow you to automatically create a contact for each new order in Salesforce.
Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
See moreBut did you know that you can easily integrate inFlow Inventory with Salesforce? This integration will allow you to automatically create a contact for each new order in Salesforce.
Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Connect more apps to your inFlow Inventory + Salesforce flow
Connect invoicing, communication, and support tools to keep your entire business stack synchronized. Pick a combination and activate it in one click.
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Shopify (4)
Shopify (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Slack (4)
Slack (4) +
Gmail (4)
Gmail (4) +
Zendesk (4)
Zendesk (4) +
Stripe (4)
Stripe (4) S
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Create a sales order in inFlow Inventory from every Shopify order and update Salesforce records
Shopify orders flow directly into inFlow Inventory and update Salesforce records without manual data entry.
S
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When a Shopify customer is created, create a customer in inFlow Inventory and update Salesforce
New Shopify customers instantly populate your inFlow Inventory directory and Salesforce accounts.
S
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If a Shopify order contains specific items, create a sales order in inFlow Inventory and create a Salesforce opportunity
Specific Shopify product purchases trigger inFlow Inventory sales orders and Salesforce opportunities.
S
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Turn every Shopify refund into an inFlow Inventory update and log the event in Salesforce
Shopify refunds automatically adjust inFlow Inventory sales orders and log updates in Salesforce.
Supported triggers and actions for inFlow Inventory and Salesforce
Mix and match to build the exact automation you need
inFlow Inventory Triggers & Actions
Instant
Purchase order is created in inFlow Inventory
Triggers the automation when a new purchase order is created
Try it → Instant
Purchase order is updated in inFlow Inventory
Triggers the automation when a purchase order is updated
Try it → Instant
Sales order is created in inFlow Inventory
Triggers the automation when a sales order is created
Try it → Instant
Sales order is updated in inFlow Inventory
Triggers the automation when a sales order is updated
Try it → Instant
Customer is updated in inFlow Inventory
Triggers the automation when customer details are updated
Try it → Instant
Customer is created in inFlow Inventory
Triggers the automation when a new customer is created
Try it → Sales quote is created or updated in inFlow Inventory
Triggers the automation when a sales quote is created or updated
Try it → Instant
Vendor is created in inFlow Inventory
Triggers the automation when a new vendor is created
Try it → Instant
Vendor is updated in inFlow Inventory
Triggers the automation when a vendor record is updated
Try it → Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
Try it → Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
Try it → Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
Try it → What can you automate with inFlow Inventory + Salesforce?
Streamline your order fulfillment and CRM updates with ready-to-use automations.
🔄
Sync sales orders from inFlow Inventory to Salesforce
Create a Salesforce record automatically whenever a new sales order is created in inFlow Inventory. Eliminate manual copy-pasting between your warehouse management and CRM platforms.
📋
Capture every submitted customer field and detail
Map customer names, billing addresses, and order notes from inFlow Inventory straight into Salesforce fields. Your CRM database stays complete and structured for every transaction.
🔔
Alert your sales team the moment an order ships
Send notifications to your team whenever a sales order status changes in inFlow Inventory. Sales reps stay informed without needing to check inventory software manually.
🔀
Route records based on order value or customer tier
Create high-priority Salesforce tasks for large inFlow Inventory sales orders while routing standard orders to regular pipelines. Tailor your workflows to match business rules.
📝
Keep customer accounts updated as details change
Update Salesforce contact details automatically whenever customer profiles are modified in inFlow Inventory. Your CRM database remains an accurate source of truth.
🔍
Prevent duplicate records with intelligent matching
Search existing Salesforce accounts before creating new ones during inFlow Inventory updates. Keep your CRM clean and free of redundant customer entries.
💳
Manage purchase orders and supplier updates smoothly
Log purchase order creation and updates from inFlow Inventory directly into Salesforce tracking modules. Maintain complete visibility over your supply chain activities.
💬
Extend your workflow to team communication apps
Trigger automated Slack notifications or email alerts whenever inFlow Inventory sales orders sync with Salesforce. Keep every department connected to inventory events.
And much more...
Who is inFlow Inventory + Salesforce integration for?
Operations managers, sales representatives, and warehouse coordinators eliminate manual data entry and keep inventory and CRM records synchronized across teams.
Sales Directors
Warehouse Coordinators
Account Managers
Inventory Managers
Sales Representatives
Operations Analysts
📈
Sales Directors
You're reviewing revenue reports but your CRM figures only update when someone manually exports orders, so the pipeline metrics you're presenting are always outdated — this integration means every new sales order updates your CRM instantly and your reports stay accurate.
⚡
Warehouse Coordinators
You need to fulfill orders immediately, but you find out about new sales hours after deals close because data stays trapped in the CRM — automating both apps means every sales order appears in your inventory software the moment it is confirmed.
🤝
Account Managers
You answer to clients who want real-time updates on their order progress, but manual checks leave you guessing — connecting these apps means your CRM always reflects accurate fulfillment statuses without extra paperwork.
📦
Inventory Managers
The order volume is too high for anyone to keep stock levels updated by hand across multiple systems, leading to stockouts — automating both apps means inventory counts adjust instantly with every transaction.
💼
Sales Representatives
You own the customer relationship and depend on inventory teams to hand over fulfillment details, but communication gaps delay client updates — this integration means order updates flow straight into your CRM records without manual follow-up.
📋
Operations Analysts
You need a reliable audit history for every transaction, but you keep finding gaps caused by missed data entries — connecting these apps means every order and customer record is logged automatically with zero omissions.
Did you know?
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Why choose Integrately to automate inFlow Inventory + Salesforce
Build and manage your inFlow Inventory + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect inFlow Inventory + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
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Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Frequently Asked Questions
How do I connect inFlow Inventory to Salesforce?
You can connect inFlow Inventory to Salesforce in one click using pre-built workflows on Integrately. Choose a ready template, connect your accounts, and ask Integrately AI to handle custom field mapping.
Can I automatically sync sales orders from inFlow Inventory into Salesforce records?
Can I connect inFlow Inventory, Salesforce, and Slack?
What is a good Zapier alternative for inFlow Inventory and Salesforce?
How does inFlow Inventory handle customer and sales order data during syncs?
How does Salesforce update records when inventory data changes?
Do I need coding skills to automate inFlow Inventory and Salesforce?
Is the inFlow Inventory and Salesforce integration free?
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