Fleetio and Salesforce integrations and automations

Seamlessly connect Fleetio 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

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Fleetio
  • Fleetio webhook Real-time
    Triggers when selected Fleetio webhook events occur

    • 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…

Fleetio
  • Create Contact
    Create Contact in Fleetio
  • List Contacts
    List Contacts in Fleetio
  • Retrieve Contact
    Retrieve Contact in Fleetio
  • Update Contact.
    Update Contact. in Fleetio
  • Create Assignment
    Create Assignment in Fleetio
  • Retrieve Assignment
    Retrieve Assignment in Fleetio
  • Unassign Assignment
    Unassign Assignment in Fleetio
  • Create Equipment
    Create Equipment in Fleetio
  • List Equipment
    List Equipment in Fleetio
  • Retrieve Equipment
    Retrieve Equipment in Fleetio
  • Update Equipment
    Update Equipment in Fleetio
  • Create Inventory Journal Entry
    Create Inventory Journal Entry in Fleetio
  • Retrieve Inventory Journal Entry
    Retrieve Inventory Journal Entry in Fleetio
  • Create Part
    Create Part in Fleetio
  • List Parts
    List Parts in Fleetio
  • Update Part
    Update Part in Fleetio
  • Create Purchase Orders
    Create Purchase Orders in Fleetio
  • List Purchase Orders
    List Purchase Orders in Fleetio
  • Retrieve Purchase Order
    Retrieve Purchase Order in Fleetio
  • Update Purchase Order
    Update Purchase Order in Fleetio
  • Create Service Entry
    Create Service Entry in Fleetio
  • List Service Entries
    List Service Entries in Fleetio
  • Retrieve Service Entry
    Retrieve Service Entry in Fleetio
  • Update Service Entry
    Update Service Entry in Fleetio
  • Create Vehicle Assignment
    Create Vehicle Assignment in Fleetio
  • List Vehicle Assignments
    List Vehicle Assignments in Fleetio
  • Retrieve Vehicle Assignment
    Retrieve Vehicle Assignment in Fleetio
  • Unassign Vehicle Assignment
    Unassign Vehicle Assignment in Fleetio
  • Create Vehicle
    Create Vehicle in Fleetio
  • List Vehicles
    List Vehicles in Fleetio
  • Retrieve Vehicle
    Retrieve Vehicle in Fleetio
  • Update Vehicle
    Update Vehicle in Fleetio
  • Create Vendor
    Create Vendor in Fleetio
  • List Vendors
    List Vendors in Fleetio
  • Retrieve Vendor
    Retrieve Vendor in Fleetio
  • Update Vendor
    Update Vendor in Fleetio
  • List Work Orders
    List Work Orders in Fleetio
  • Retrieve Work Order
    Retrieve Work Order in Fleetio
  • Update Work Order
    Update Work Order in Fleetio

    • 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

One platform

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