Motion + Salesforce
Create tasks in Motion for updated records in Salesforce
When an update is made to a record in Salesforce, this workflow seamlessly progresses the change to the Motion app by creating a new task. Streamline your task management and ensure no update falls through the cracks with this efficient, automated process. Enhance your productivity without overlooking any changes in Salesforce using this convenient workflow.
When an update is made to a record in Salesforce, this workflow seamlessly progresses the change to the Motion app by creating a new task. Streamline your task management and ensure no update falls through the cracks with this efficient, automated process. Enhance your productivity without overlooking any changes in Salesforce using this convenient workflow.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create Task
Creates a new Motion Task
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