WP Simple Pay Salesforce Integration with Bit Flows

Create a New Workflow in Bit Flows

Go to:

Bit Flows → Create Workflow → Add Trigger

Select:

Trigger App

WP Simple Pay

Trigger Event

User completes payment for a form

Description:

This trigger starts the workflow whenever the User completes payment for a form event occurs in WP Simple Pay.

Connect Your WP Simple Pay

Select the WP Simple Pay source you want to automate and complete the connection settings required for the chosen trigger event.

Configure:

• The available source or event settings
• The incoming data provided by the trigger
• Any required connection information

The available options and data depend on the selected platform and trigger event.

Add Salesforce as an Action

Click:

Add Action → Salesforce

Select an Action Event:

• Create Account When “User completes payment for a form” occurs in WP Simple Pay, use the submitted data to run “Create Account” in Salesforce.
• Update Account When “User completes payment for a form” occurs in WP Simple Pay, use the submitted data to run “Update Account” in Salesforce.
• Get Account Industries When “User completes payment for a form” occurs in WP Simple Pay, use the submitted data to run “Get Account Industries” in Salesforce.

Description:

This action sends data from WP Simple Pay to Salesforce and performs the selected supported operation automatically.

Map WP Simple Pay Data with Salesforce Inputs

Map the available data from WP Simple Pay to the compatible inputs provided by the selected Salesforce action.

The exact values and inputs depend on the selected trigger and action events, so only map data exposed by those events.

Test and Activate Workflow

Run the User completes payment for a form trigger and verify the selected Salesforce actions:

• Confirm that Create Account completes successfully and processes the mapped data in Salesforce.
• Confirm that Update Account completes successfully and processes the mapped data in Salesforce.
• Confirm that Get Account Industries completes successfully and processes the mapped data in Salesforce.

Then activate your workflow.