Salesforce to Infinite Options Automations

Create your own workflows between Salesforce and Infinite Options

Easily design, create, and run automated workflows to use Salesforce and Infinite Options together. Using Mesa'a visual workflow builder, you can define the automation workflow unique for your Shopify store. Transform the data during any integration step so it seamlessly fits however your business requires.

Start your automation when this happens:

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    Account Created
    Starts when an account is created.
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    Account Updated
    Starts when an account is modified.
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    Contact Created
    Starts when a contact is created.
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    Contact Updated
    Starts when a contact is modified.
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    Lead Created
    Starts when a lead is created.
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    Lead Updated
    Starts when a lead is modified.
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    Lead Converted
    Starts when a lead is converted.
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    Opportunity Created
    Starts when an opportunity is created.
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    Opportunity Updated
    Starts when an opportunity is modified.
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    Order Created
    Starts when an order is created.
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    Order Updated
    Starts when an order is modified.
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    Pricebook Entry Created
    Starts when a pricebook entry is created.
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    Pricebook Entry Updated
    Starts when a pricebook entry is modified.
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    Product Created
    Starts when a product is created.
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    Product Updated
    Starts when a product is modified.
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    Custom Created
    Starts when a custom is created.
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    Custom Updated
    Starts when a custom is modified.
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    Order Created
    Starts when a Shopify order is created with Infinite Options details.

Then build your workflow to do this:

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    Create Account
    Start a new account.
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    Retrieve Account
    Grab all details about the account.
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    Update Account
    Update an account.
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    Delete Account
    Remove an account.
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    Query Account
    Search for an account.
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    Create Contact
    Start a new contact.
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    Retrieve Contact
    Grab all details about the contact.
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    Update Contact
    Update a contact.
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    Delete Contact
    Remove a contact.
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    Query Contact
    Search for a contact.
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    Create Lead
    Start a new lead.
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    Retrieve Lead
    Grab all details about the lead.
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    Update Lead
    Update a lead.
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    Delete Lead
    Remove a lead.
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    Query Lead
    Search for a lead.
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    Create Opportunity
    Start a new an opportunity.
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    Retrieve Opportunity
    Grab all details about the opportunity.
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    Update Opportunity
    Update an opportunity.
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    Delete Opportunity
    Remove an opportunity.
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    Query Opportunity
    Search for an opportunity.
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    Create Order
    Start a new an order.
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    Retrieve Order
    Grab all details about the order.
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    Update Order
    Update an order.
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    Delete Order
    Remove an order.
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    Query Order
    Search for an order.
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    Create Pricebook Entry
    Start a new a pricebook entry.
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    Retrieve Pricebook Entry
    Grab all details about the pricebook entry.
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    Update Pricebook Entry
    Update a pricebook entry.
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    Delete Pricebook Entry
    Remove a pricebook entry.
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    Query Pricebook Entry
    Search for a pricebook entry.
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    Create Product
    Start a new a product.
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    Retrieve Product
    Grab all details about the product.
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    Update Product
    Update a product.
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    Delete Product
    Remove a Product.
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    Query Product
    Search for a product.
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    Create Custom
    Start a new a custom.
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    Retrieve Custom
    Grab all details about the custom.
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    Update Custom
    Update a custom.
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    Delete Custom
    Remove a custom.
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    Query Custom
    Search for a custom.
Automation Experts Team
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