Integrate Salesforce with Plaid
Appy Pie Connect allows you to automate multiple workflows between Salesforce and Plaid
- No code
- No Credit Card
- Lightning Fast Setup
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
About Plaid
Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.
Plaid IntegrationsBest Salesforce and Plaid Integrations
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When this happens...
New Event
Then do this...
Create Detailed Event
You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.How It Works- Triggers when a new event is created in Salesforce
- Appy Pie Connect automatically adds that event to Google Calendar
What You Need- A Salesforce account
- A Google Calendar account
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Salesforce + Google Calendar
Add new Salesforce events to Google Calendar as detailed events Read More...When this happens...
New Event
Then do this...
Create Detailed Event
With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.How It Works- Triggers when a new event is created in Salesforce
- Appy Pie Connect adds that same event to a Google Calendar in details
What You Need for this Integration- A Salesforce account
- A Google Calendar account
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When this happens...
New Lead
Then do this...
Send Channel Message
If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.How This Integration Works- Triggers when a new lead is created on Salesforce
- Appy Pie Connect sends a message to your chosen slack channel
What You Need- A Salesforce account
- A Slack account
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When this happens...
New Opportunity
Then do this...
Send Channel Message
Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.How This Integration Works
- Triggers when a new opportunity is created in Salesforce
- Appy Pie Connect sends a message about it on your chosen Slack channel
What You Need- A Salesforce account
- A Slack account
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When this happens...
New Task
Then do this...
Create Card
Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.How This Connect Works- Whenever a new task is added on Salesforce
- Appy Pie Connect adds a new card in Trello
What You Need- A Salesforce account
- A Trello account
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Then do this...{{item.actionTitle}}
It's easy to connect Salesforce + Plaid without coding knowledge. Start creating your own business flow.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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New ItemTriggers when a new item is created.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Custom Object
Modify an existing custom object (of the type you choose).
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Update Record
Updates a existing record.
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Create payment recipient
Create a new payment recipient
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How Salesforce & Plaid Integrations Work
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Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Plaid as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Salesforce to Plaid.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
