Create checklists in Process Street from new Salesforce cases
Automatically run your workflows for dealing with customer cases through Salesforce. This integration creates a checklist in Process Street as soon as a new case is created in Salesforce, allowing you to assign the workflow to a team with the skills to get the job done. Useful for customer success ad support teams.
Automatically run your workflows for dealing with customer cases through Salesforce. This integration creates a checklist in Process Street as soon as a new case is created in Salesforce, allowing you to assign the workflow to a team with the skills to get the job done. Useful for customer success ad support teams.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Run Workflow
Runs a workflow.
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