Create new Todoist projects and update corresponding Salesforce records
Maintain consistency between your Todoist projects and Salesforce records effortlessly using this streamlined workflow. When a new project is created in Todoist, the related record in Salesforce is updated, ensuring that your project information stays up-to-date across both platforms. This seamless process saves time and minimizes the risk of manual errors.
Maintain consistency between your Todoist projects and Salesforce records effortlessly using this streamlined workflow. When a new project is created in Todoist, the related record in Salesforce is updated, ensuring that your project information stays up-to-date across both platforms. This seamless process saves time and minimizes the risk of manual errors.
- When this happens...New Project
Triggers when a new project is created.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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