Quarra Vieth-Salesforce Integration
Overview
Quarra Stone wants to automate the creation of project folders in their Vieth file management system whenever an opportunity is created (or closed-won) in Salesforce. This eliminates manual folder setup and ensures project files are consistently organized from the moment a deal enters the pipeline.
The integration is in the scoping phase as of December 2025, with a kickoff call planned for the following week.
Technical Approach
The integration will use a lightweight Node.js function as middleware sitting between Salesforce and the Vieth server:
- A Salesforce trigger fires on opportunity creation (and optionally on Closed Won).
- The Node.js function receives the event via API call from Salesforce.
- The function makes a second API call to Vieth to create the appropriate project folder in the correct location.
This is a relatively straightforward two-sided API integration. The primary coordination requirement is obtaining the correct API permissions on the Vieth side — Vieth needs to grant access for the middleware to write to their file structure.
"We'll fire with a little Node JavaScript function and what it'll do is it'll create the folder and the file and everything… it's an API call on both sides, and it's a little Node.js function that's going to run in the middle." — Mark Hope
Trigger Points
Two folder-creation events were discussed:
| Salesforce Event | Vieth Action |
|---|---|
| Opportunity Created | Create initial project folder |
| Opportunity Closed Won | Create project/delivery folder |
Lincoln confirmed both are feasible from Vieth's side; the specifics will be finalized during the scoping call.
Status
| Item | Status |
|---|---|
| Concept approved | ✅ |
| Vieth contacted | ✅ (Dec 2025) |
| Vieth internal ticket created | ✅ |
| Scoping call scheduled | ⏳ Targeting week of next call |
| Developer assigned (Asymmetric) | ⏳ Pending scoping |
| API permissions granted (Vieth) | ⏳ Pending scoping call |
Vieth is creating an internal ticket to connect Lincoln Durham with the appropriate technical contact. The scoping call will include Lincoln, Mark Hope, and Karly Oykhman from Asymmetric.
Key Contacts
- Lincoln Durham (lldurham@quarrastone.com) — Quarra Stone, project owner
- Mark Hope (mark.hope@asymmetric.pro) — Asymmetric, technical lead
- Karly Oykhman (karly.oykhman@asymmetric.pro) — Asymmetric, implementation
Open Questions
- Which specific Vieth API endpoints are available for folder creation?
- What folder naming convention should be used (opportunity name, ID, or both)?
- Should the Closed Won trigger create a subfolder within the existing opportunity folder, or a separate structure?
- Where will the Node.js middleware be hosted?
Related
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- [2]