SAP Concur and Salesforce integrations and automations

Seamlessly connect SAP Concur and Salesforce. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Build Powerful Workflows, fast

Triggers

When this happens…

SAP Concur
  • New expense report submission
    New expense report submission in Concur
  • New expense report
    New expense report in Concur
  • New or updated invoice
    New or updated invoice in SAP Concur
  • New or updated user
    New or updated user in SAP Concur
  • New or updated expense report
    New or updated expense report in Concur

    • Any other trigger you can think up

Salesforce
  • Monitor changes in a record Real-time
    Monitor changes in a record in Salesforce
  • New record
    New record in Salesforce
  • New record Real-time
    New record in Salesforce
  • New Outbound message Real-time
    New Outbound message in Salesforce
  • New platform event Real-time
    New platform event in Salesforce
  • New PushTopic event Real-time
    New PushTopic event in Salesforce
  • Export new records
    Export new records in Salesforce
  • Export new/updated records
    Export new/updated records in Salesforce
  • Scheduled record search using SOQL query WHERE clause Batch
    Scheduled record search using SOQL query WHERE clause in Salesforce
  • Scheduled records search using SOQL query Batch
    Scheduled records search using SOQL query in Salesforce
  • New records Batch
    New records in Salesforce
  • New/updated records Batch
    New/updated records in Salesforce
  • Threshold met for new records created Batch
    Threshold met for new records created in Salesforce
  • Deleted record
    Record deleted in Salesforce
  • New/updated record
    New/updated record in Salesforce
  • New/updated record Real-time
    New/updated record in Salesforce

    • Any other trigger you can think up

Actions

Do this…

SAP Concur
  • Custom action
    Custom action in SAP Concur (Custom)
  • Upload receipt image
    Upload receipt image in SAP Concur
  • Create list item
    Create list item in SAP Concur
  • Create user
    Create user in SAP Concur
  • Create users Batch
    Create users in SAP Concur
  • Create vendors Batch
    Create vendors in SAP Concur
  • Delete list item
    Delete list item in SAP Concur
  • Retrieve children of list item
    Retrieve children of list item in SAP Concur
  • Get all lists Batch
    Get all lists in SAP Concur
  • Search users Batch
    Search users in SAP Concur
  • Get attendee types Batch
    Get attendee types for a user in SAP Concur
  • Get entry image URL
    Get entry image URL in SAP Concur
  • Get expense group configuration Batch
    Get expense group configuration for a user in SAP Concur
  • Get itemizations of specific expense
    Get itemizations of specific expense in SAP Concur
  • Get expense report details
    Get expense report details by report ID in SAP Concur
  • Get expense types Batch
    Get expense types for a user in SAP Concur
  • Get all list item Batch
    Retrieve first level list item in SAP Concur
  • Get invoice details
    Get invoice by ID in SAP Concur
  • Get payment types Batch
    Get payment types for a user in SAP Concur
  • Get user
    Get user profile in SAP Concur
  • Get user provisioning status details
    Get user provisioning status details in SAP Concur
  • Submit expense report through a workflow
    Submit expense report through a workflow in SAP Concur
  • Search expense reports Batch
    Search expense reports in SAP Concur
  • Search vendors Batch
    Search vendors in SAP Concur
  • Update user
    Update user in SAP Concur
  • Update users Batch
    Update users in SAP Concur
  • Update vendors Batch
    Update vendors in SAP Concur

    • Any other action you can think up

Salesforce
  • Custom action
    Custom action in Salesforce (Custom)
  • Approve record in approval process
    Approve a record in approval process in Salesforce
  • Create records in batches Batch
    Create records in batches in Salesforce
  • Update records in batches Batch
    Update records in batches in Salesforce
  • Create record
    Create record in Salesforce
  • Publish platform event
    Publish platform event in Salesforce
  • Delete record
    Delete record in Salesforce
  • Download attachment
    Download attachment from Salesforce
  • Download file
    Download file from Salesforce
  • Get record details by ID
    Get details of specific record in Salesforce
  • Get related list by parent record ID Batch
    Get list of related records in Salesforce
  • Get report by ID
    Get report details in Salesforce
  • Get object schema
    Get object schema in Salesforce
  • Create records in bulk from CSV file
    Create records in bulk in Salesforce from CSV file
  • Create records in bulk from CSV file (API 1.0)
    Create records in bulk in Salesforce from CSV file
  • List data category groups Batch
    Retrieve all data category groups in Salesforce
  • Retrieve data category group hierarchy Batch
    Retrieve data category group hierarchy in Salesforce
  • Reject record in approval process
    Reject a record in approval process in Salesforce
  • Retry bulk job for failed records from CSV file
    Retry records bulk job in Salesforce from CSV file
  • Search records Batch
    Search for records in Salesforce
  • Search records using SOQL query WHERE clause Batch
    Search records using SOQL query WHERE clause in Salesforce
  • Search records in bulk using SOQL query (API 1.0)
    Search records in bulk using SOQL query (API 1.0) in Salesforce
  • Search records in bulk using SOQL query (API 2.0)
    Search records in bulk using SOQL query (API 2.0) in Salesforce
  • Search records using SOQL query Batch
    Search for records using SOQL query in Salesforce
  • Submit record for approval
    Submit a record for approval in Salesforce
  • Update records in bulk from CSV file
    Update records in bulk in Salesforce from CSV file
  • Update records in bulk from CSV file (API 1.0)
    Update records in bulk in Salesforce from CSV file
  • Update record
    Update record in Salesforce
  • Upload file
    Upload file to Salesforce
  • Upsert records in bulk from CSV file
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in bulk from CSV file (API 1.0)
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in batches Batch
    Upsert records in batches in Salesforce
  • Upsert record
    Upsert record in Salesforce

    • Any other action you can think up

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