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Connect Repairshopr to Salesforce
Automate Repairshopr and Salesforce with AI
RepairShopr runs the shop floor while Salesforce holds the account relationship for service businesses. On Operator.io, an OpenClaw agent syncs repair tickets and invoices from RepairShopr to Salesforce activities on the matching account, opens RepairShopr jobs when a Salesforce case describes hardware under contract, and alerts when a high value RepairShopr order lacks a linked Salesforce contact. Tell it to prep for a site visit and it summarizes open RepairShopr work plus the Salesforce account history.
It reaches both apps directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh, so there is no Zap to build and no API keys to paste.
What your agent can do with Repairshopr and Salesforce
What your agent does in Repairshopr
Add Estimate Line Item
Tool to add a line item to an existing estimate. Use when you need to add products or services to an estimate in RepairShopr.
Add Purchase Order Line Item
Tool to add a product line item to an existing purchase order. Use when you need to add inventory items to a purchase order. The product must have stock tracking enabled (maintain_stock=true).
Add Schedule Line Item
Tool to add a line item to an invoice schedule. Use when adding recurring charges or one-time items to an existing schedule. Required permission: Recurring Invoices - Edit.
Add Ticket Comment
Tool to add a comment to an existing ticket in RepairShopr. Use when you need to add notes, updates, or responses to a ticket. Requires Tickets - Edit permission. Single-Customer Users can only access their own tickets.
Add Ticket Line Item
Tool to add a line item to an existing ticket in RepairShopr. Use when you need to add products, services, or charges to a ticket. Requires Tickets - Edit permission. Single-customer users can only access their own tickets.
Charge Ticket Timer
Tool to charge a timer entry for a specific ticket. Use when a timer entry needs to be converted to a billable line item on the ticket. Requires 'Ticket Timers - Overview' permission. The timer entry must exist and be associated with the...
What your agent does in Salesforce
Add contact to campaign
Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.
Add lead to campaign
Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...
Add product to opportunity
Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after ru...
Associate contact to account
Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.
How it works
Tell the agent what you want to happen between Repairshopr and Salesforce, for example to watch one and act in the other, or to keep the two in step. It reads what it needs from Repairshopr, works out what to do, and runs the matching action in Salesforce without you mapping a single field.
You can have it run once, on a schedule, or whenever something changes. Ask it for a status any time and it reads the latest from both apps back to you in the same chat.
Common questions about Repairshopr and Salesforce
- How do I connect Repairshopr and Salesforce to Operator?
- You authorize Repairshopr and Salesforce once each from your Operator dashboard. Operator holds both connections and refreshes the access tokens for you, so your agent keeps working across them without you signing in again.
- What can my agent do across Repairshopr and Salesforce?
- You describe the outcome in plain language and your agent works between the two, reading from one and acting in the other. It picks the right Repairshopr and Salesforce actions on its own, so you do not map fields or pick triggers.
- Can my agent keep Repairshopr and Salesforce in sync?
- Yes. It can watch Repairshopr and act in Salesforce, or keep both in step, reading from one and running the matching update in the other. This runs on demand when you ask or on a schedule you set.
- Do I need to build a workflow or write code?
- No. There is no workflow to build, no fields to map, and no API keys to paste. Operator manages both connections, and you give the agent instructions in plain language.
Repairshopr and Salesforce integrations
Put your agent on Repairshopr and Salesforce
Sign in, connect both apps, and hand your agent the work. The same setup reaches every app in the catalog. Your first week is free.
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