Skip to content
  • Manifestly Checklists logoManifestly Checklists logo
  • Salesforce logoSalesforce logo

Manifestly Checklists + Salesforce

Create Manifestly checklist runs from new Salesforce opportunities

Checklists are a great way to assign team members tasks that need to be completed with each new business opportunity. With this Zapier integration, your team will have the peace of mind that standard operating procedures are followed for client onboarding, sales opportunities, and other events in your Salesforce account.

Checklists are a great way to assign team members tasks that need to be completed with each new business opportunity. With this Zapier integration, your team will have the peace of mind that standard operating procedures are followed for client onboarding, sales opportunities, and other events in your Salesforce account.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerPolling
  2. automatically do this!
    Manifestly ChecklistsManifestly Checklists
    Run Workflow

    Triggers when requesting a list of checklists.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
manifestly logo
manifestly logo

About Manifestly Checklists

Manifestly Checklists software improves collaboration and accountability in your organization's recurring processes.

Related categories

salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Triggers & Actions