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Cin7 Core Inventory
Cin7 Core Inventory
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Cin7 Core Inventory
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Customer / Updated Customer" from Cin7 Core Inventory.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
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Zapier seamlessly connects Cin7 Core Inventory and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Path after /services/apexrest/
Required
HTTP method
Required
Query parameters
Extra headers
Request body
Timeout
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Salesforce Object
Required
Description
Attachment visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a new contact.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Title
Description
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note
Salesforce Object
Required
Note Visibility
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Flow
Required
Manual flow input parameters
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
To
Required
CC
BCC
Subject
Required
Email Format
Required
Sender Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query Type
Required
Include Deleted Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Cin7 Core Inventory and Salesforce with AI agents and code
Beyond Zap workflows. Call Cin7 Core Inventory and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Cin7 Core Inventory and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Sale Attachment.
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Cin7 Core Inventory and Salesforce
Sync new customers between platforms
When a new customer is created or updated in Cin7 Core Inventory, Zapier ensures the customer details are added or updated in Salesforce. This ensures that both systems are up-to-date, reducing manual data entry and preventing mismatched records.
As soon as products are created or updated in Cin7 Core Inventory, Zapier can push this product information into Salesforce leads. This gives marketers the latest product details to generate relevant promotions and campaigns.
When a new opportunity is created in Salesforce, Zapier automatically creates a corresponding record in Cin7 Core Inventory. This improves inventory planning and ensures accurate alignment between sales projections and inventory management.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Cin7 Core Inventory to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Cin7 Core Inventory + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Cin7 Core Inventory and Salesforce
How do I integrate Cin7 Core Inventory with Salesforce?
To integrate Cin7 Core Inventory with Salesforce, use our Zapier platform to create a 'Zap' that connects the two applications. You can set triggers in Cin7 Core, such as when a new product is added or when inventory runs low. These triggers can initiate actions in Salesforce, like creating or updating a record.
What are some common triggers for Cin7 Core Inventory in this integration?
Common triggers include adding a new product, inventory level changes, sales order creation, and updates to existing inventory items. These triggers can then drive actions within Salesforce.
Can I update Salesforce records from changes in my Cin7 Core Inventory?
Yes, you can update Salesforce records based on changes happening in your Cin7 Core Inventory by setting up appropriate triggers and actions within our integration setup.
Are there any pre-built Zaps available for this integration?
We have several pre-built Zaps that facilitate the common interactions between Cin7 Core and Salesforce. You can explore these templates as starting points and customize them as needed to suit your specific workflow requirements.
What kind of actions can be initiated in Salesforce from Cin7 Core triggers?
Actions such as creating or updating records, sending notifications to team members, and managing task assignments are some functions that can be initiated within Salesforce based on triggers from Cin7 Core.
Is it possible to send alerts in Salesforce based on inventory levels in Cin7 Core?
Yes, you can configure the integration to send alerts within Salesforce when inventory levels meet certain conditions in your Cin7 Core platform. This involves setting up appropriate triggers in your Zap configuration.
How do I troubleshoot issues with my Zap integrations between Cin7 Core Inventory and Salesforce?
If you encounter issues with your Zap integrations, first ensure that all credentials are correctly set up, review each step of your Zap for accuracy against expected logic flows, and refer to any error messages provided. Our support documentation provides additional guidance tailored for troubleshooting specific issues.
About Cin7 Core Inventory
Cin7 Core Inventory is an all in one holistic solution for Inventory Management, POS & B2B eCommerce. Easily manage all your inventory, purchases, sales, suppliers and customers in one easy to use system.