Integrate Dwolla with SalesBinder
Send information between Dwolla and SalesBinder automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Dwolla and SalesBinder using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Beneficial owner created
Triggers when a new beneficial owner is created for the selected customer
Document created
Triggers when a new document is created for a user
Customer created
Triggers when a new customer is created
Funding source created
Triggers when a new funding source is created for the selected customer
Transfer created
Triggers when a new transfer is created for the selected customer
Inventory item created
Triggers when a new inventory item is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create funding source
Adds a bank or credit union account to a customer
Create customer
Creates a new customer
Create account
Creates a new account (customer, prospect or supplier)
Create inventory item
Creates a new inventory item
Create notes
Creates a new note to selected record
Create contact
Creates a new contact
Update account
Updates the details of an existing account (customer or prospect or supplier)
Update inventory item
Updates the details of an existing inventory item
Update contact
Updates the details of an existing contact
Fetch inventory item
Fetches the details of an existing inventory item
Fetch contact
Fetches the details of an existing contact using ID
Fetch account
Fetches the details of an existing account (customer or prospect or supplier) using ID
Search account
Searches for the details of an existing account
Search inventory item
Searches for the details of an existing inventory item
What is Dwolla?
Dwolla is a United States-only e-commerce company that provides online payment system and mobile payments network.
Similar apps
What is SalesBinder?
SalesBinder is an online inventory management system that also combines your customers, sales leads, purchase orders, estimates, and invoices into one globally accessible place.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
