Salesforce and Strongbox integrations and automations

Seamlessly connect Salesforce and Strongbox. 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…

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…

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

Strongbox
  • Create a Connection Request
    Create a Connection Request in Strongbox financial suite
  • Delete a Connection
    Delete a Connection in Strongbox financial suite
  • Get an existing Connection
    Get an existing Connection in Strongbox financial suite
  • Get the status of a Connection Request
    Get the status of a Connection Request in Strongbox financial suite
  • List Connections
    List Connections in Strongbox financial suite
  • Calculate Financial Ratios
    Calculate Financial Ratios in Strongbox financial suite
  • Delete a Financial Record
    Delete a Financial Record in Strongbox financial suite
  • Download a Financial Workbook
    Download a Financial Workbook in Strongbox financial suite
  • Get the Accounting Entity
    Get the Accounting Entity in Strongbox financial suite
  • Get the Chart Of Accounts
    Get the Chart Of Accounts in Strongbox financial suite
  • Monitor a financial import
    Monitor a financial import in Strongbox financial suite
  • Get the Transaction List
    Get the Transaction List in Strongbox financial suite
  • Import financials on demand
    Import financials on demand in Strongbox financial suite
  • List Financial Records
    List Financial Records in Strongbox financial suite
  • List Financial Workbooks
    List Financial Workbooks in Strongbox financial suite
  • Request Account Totals
    Request Account Totals in Strongbox financial suite
  • Request Balance Sheets
    Request Balance Sheets in Strongbox financial suite
  • Request Income Statements
    Request Income Statements in Strongbox financial suite
  • Request a Financial Review
    Request a Financial Review in Strongbox financial suite
  • Request Outstanding Payables
    Request Outstanding Payables in Strongbox financial suite
  • Request Outstanding Receivables
    Request Outstanding Receivables in Strongbox financial suite
  • Run a Horizontal Analysis
    Run a Horizontal Analysis in Strongbox financial suite
  • Run a Vertical Analysis
    Run a Vertical Analysis in Strongbox financial suite
  • Register a Webhook
    Register a Webhook in Strongbox financial suite
  • Delete a Webhook
    Delete a Webhook in Strongbox financial suite
  • List your Webhooks
    List your Webhooks in Strongbox financial suite

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation