Connect Salesforce to APIXX
Connect Salesforce accounts, contacts and opportunities to order and compliance workflows.
How it connects
Salesforce
Your system of record

Connected Apps
Connection layer, workflow, rules & exceptions
Salesforce stays the system of record. APIXX reads what the process needs, coordinates the work, and writes back approved results.
Overview
Salesforce holds the account, contact and opportunity context that sales and service teams rely on. APIXX can align Salesforce accounts with canonical customer records, surface order and fulfillment status for service teams, and provide Export Compliance with the party information it needs to screen international customers. Salesforce authentication is supported at the connection layer; object mappings and acceptance testing for a specific org are implemented through APIXX.
The Salesforce API can be supported at the connection layer; customer-specific mapping, testing and configuration are completed before the connection goes live.
Works with APIXX
Initial catalog relationships — not a guarantee that every workflow is already implemented for this system.
Common workflows
Potential workflows for this connection. Each is scoped, mapped and tested per customer before it runs in production.
- Synchronize customers and suppliers
- Import sales orders
Supported business objects
Objects this connection is expected to carry. Not every integration supports every object.
- Customers
- Suppliers
- Products
- Sales orders
- Purchase orders
- Inventory
- Shipments
- Returns
- Invoices
- Payments
- Compliance cases
Connection and security
APIXX uses Nango as its embedded connection layer. Nango manages supported authentication flows and credential lifecycle, while APIXX provides the integration logic, mappings, monitoring and managed production operation.
- OAuthCredentials are captured in the vendor’s own authorization flow and stored by the connection layer — never in the browser or in APIXX records.
- APIXX stores only connection identifiers and safe metadata, associated with your organization and the user who authorized it.
- Connection health, expiry and reconnection are surfaced inside the APIXX application; approved information moves through monitored integration flows.
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Order & InventoryExportOAuthView IntegrationZoho CRM
CRMAvailable by requestConnect Zoho CRM accounts, contacts and deals to the order workflow.
Order & InventoryOAuthView Integration
Keep your systems. Connect the operation.
APIXX Connected Apps work with the technology your business already depends on. Connect the systems, coordinate the workflow and give your team one place to run the operation.
