STEP 1
Connect Axonaut and Salesforce
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Axonaut and Salesforce Integration
Build crm workflows between Axonaut and Salesforce on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Axonaut and Salesforce
Detailed info you need to know about Axonaut and Salesforce integrations in WEXTL. Explore which modules apps support and how you connect them.
Axonaut
Manage companies, quotations, invoices, opportunities, projects, tasks and products in Axonaut, the CRM and invoicing software for small businesses. [5]
Salesforce
CRM for standard and custom objects — query, search, composite writes, and record watches. [6]
How to connect Axonaut to Salesforce
Set up your Axonaut and Salesforce integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Axonaut and Salesforce nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Axonaut and Salesforce. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Axonaut and Salesforce work in WEXTL?
WEXTL exposes actions and triggers for Axonaut and Salesforce that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Axonaut triggersSalesforce actions
Axonaut modules
- Add a Document to a CompanyAdds a document, by external URL, to a company.
- Create a CompanyCreates a new company (customer, prospect or supplier) with its address and employees.
- Create a Company AddressCreates a new address for a company.
- Create a Company CategoryCreates a new company category.
- Create a Delivery NoteCreates a new delivery note from an invoice, quotation or order.
- Create a PipelineCreates a new sales pipeline with its steps.
- Create a ProductCreates a new product with its price, tax rate and stock settings.
- Create a ProjectCreates a new project with its dates, workload and expected cost and revenue.
- Create a QuotationCreates a new quotation for a company with its products, dates and discounts.
- Create a SupplierCreates a new supplier with its address and tax details.
- Create a Supplier ContractCreates a new recurring supplier contract with its expenses.
- Create a TaskCreates a new task with its priority, dates and assigned workforce.
- Create a TicketCreates a new support ticket for a company.
- Create a Time TrackingLogs time spent by a workforce member on a project, task or ticket.
- Create an Accounting CodeCreates a new accounting code for sales or purchases.
- Create an EmployeeCreates a new employee (contact person) for a company.
- Create an EventCreates a new event, such as a call, meeting or email, linked to a company or opportunity.
- Create an ExpenseCreates a new expense linked to a supplier or workforce member.
- Create an Expense PaymentRecords a payment against an expense.
- Create an InvoiceCreates a new invoice for a company with its products, dates and discounts.
- Create an Invoice PaymentRecords a payment against an invoice.
- Create an OpportunityCreates a new sales opportunity in a pipeline step.
- Create an Order (Contract)Creates a new order (contract) for a company with its products and recurring invoicing options.
- Delete a CompanyDeletes a company by its ID.
- Delete a Company AddressDeletes a company address by its ID.
- Delete a ProjectDeletes a project by its ID.
- Delete a Supplier Delivery ReceiptDeletes a receipt of a supplier delivery.
- Delete a TaskDeletes a task by its ID.
- Delete a Time TrackingDeletes a time tracking by its ID.
- Delete an EmployeeDeletes an employee by its ID.
- Delete an OpportunityDeletes an opportunity by its ID.
- Download a Delivery NoteDownloads the PDF of a delivery note.
- Download a DocumentDownloads the file of a company document.
- Get a CompanyRetrieves a single company by its ID.
- Get a Delivery NoteRetrieves a single delivery note by its ID.
- Get a DocumentRetrieves a single document by its ID.
- Get a Miscellaneous OperationRetrieves a single miscellaneous operation by its ID.
- Get a ProductRetrieves a single product by its ID.
- Get a Product's StockRetrieves the current stock level of a product.
- Get a ProjectRetrieves a single project by its ID.
- Get a QuotationRetrieves a single quotation by its ID.
- Get a SupplierRetrieves a single supplier by its ID.
- Get a Supplier ContractRetrieves a single supplier contract by its ID.
- Get a Supplier DeliveryRetrieves a single supplier delivery by its ID.
- Get a TaskRetrieves a single task by its ID.
- Get a TicketRetrieves a single ticket by its ID.
- Get a WorkforceRetrieves a single workforce by its ID.
- Get an EmployeeRetrieves a single employee by its ID.
- Get an ExpenseRetrieves a single expense by its ID.
- Get an InvoiceRetrieves a single invoice by its ID.
Salesforce modules
- Bulk Delete Survey TranslationsDeletes translations of several survey fields in one request.
- Bulk Update Survey TranslationsUpdates translations of several survey fields in one request.
- Create Product SchedulesCreates schedules for an opportunity line item.
- Create RecordCreates a record of the selected object.
- Create Record by External IDCreates a record using an external ID.
- Create Record TreeCreates nested parent and child records in one tree.
- Create Record with FileCreates a record and uploads its binary file.
- Create RecordsCreates up to two hundred records in one request.
- Delete Event SeriesDeletes this Lightning event and later events in the series.
- Delete Product SchedulesDeletes schedules for an opportunity line item.
- Delete RecordDeletes a record.
- Delete Record by External IDDeletes a record by external ID.
- Delete RecordsDeletes up to two hundred records in one request.
- Delete Related RecordDeletes the record reached through a relationship.
- Delete Survey TranslationDeletes the translation of a survey field.
- Describe List ViewReturns columns and SOQL for a list view.
- Describe ObjectReturns fields, URLs, and child relationships for an object.
- Describe Object Quick ActionReturns details for an object quick action.
- Execute CompositeRuns a series of REST requests in one call.
- Execute Composite BatchRuns up to twenty-five independent subrequests.
- Execute Composite GraphRuns a composite graph of related records.
- Explain QueryReturns the query optimizer plan without running the query.
- Get Appointment CandidatesRetrieves service resources that can take an appointment.
- Get Appointment SlotsRetrieves available appointment slots.
- Get Approval LayoutsRetrieves approval layouts for an object.
- Get Approval Process LayoutReturns the layout for one approval process.
- Get ArticleReturns one online Knowledge article.
- Get Blob FieldDownloads the binary value of a blob field.
- Get CollectionRetrieves multiple records by ID.
- Get Collection by BodyRetrieves multiple records using a request body.
- Get Compact LayoutsRetrieves compact layouts for an object.
- Get Compact Layouts for ObjectsRetrieves compact layouts for several objects.
- Get ConsentRetrieves compiled consent settings.
- Get Contact TracingRetrieves contact-tracing resources.
- Get Data CategoryReturns a data category and its children.
- Get Deleted RecordsRetrieves records deleted in a time window.
- Get Embedded Service ConfigurationReturns an Embedded Service configuration.
- Get Event Schema by IDReturns a platform event schema by schema ID.
- Get Event Schema by NameReturns a platform event schema by event name.
- Get Global Publisher LayoutsRetrieves global publisher layouts.
- Get Knowledge Language SettingsReturns Knowledge language settings.
- Get LayoutsRetrieves page layouts for an object.
- Get Lightning Exit by PageReturns how often users left Lightning on each standard page.
- Get Lightning Toggle MetricsReturns metrics for users who switched between Classic and Lightning.
- Get Lightning Usage by App TypeReturns Lightning and mobile user totals.
- Get Lightning Usage by BrowserReturns Lightning usage grouped by browser.
- Get Lightning Usage by FlexiPageReturns the custom Lightning pages viewed most often.
- Get Lightning Usage by PageReturns the standard Lightning pages viewed most often.
- Get LimitsReturns remaining and maximum allocations for the org.
- Get List ViewReturns basic information for one list view.
Frequently asked questions
Common questions about connecting Axonaut and Salesforce.
Connect your Axonaut and Salesforce accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Axonaut's "Watch Bank Accounts" fires, WEXTL can "Bulk Delete Survey Translations" in Salesforce. Axonaut has 24 triggers (including Watch Bank Accounts, Watch Bank Transactions, and Watch Companies); Salesforce has 124 actions (including Bulk Delete Survey Translations, Bulk Update Survey Translations, and Create Product Schedules). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Axonaut-to-Salesforce automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Axonaut (or Salesforce) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Axonaut + Salesforce automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Axonaut and Salesforce integration.
- Axonaut and Salesforce integration source code, module specs and credentials implementation.
- Our Axonaut and Salesforce integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Axonaut and Salesforce — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Axonaut integration information
- Salesforce integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library