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Active Collab + Salesforce (Legacy) Integrations

How to connect Active Collab + Salesforce (Legacy)

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  • Active Collab triggers, actions, and search
    New Comment
    Triggers when a comment is added to an object in Active Collab.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    New Project
    Triggers when new project is created.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    New Task
    Triggers when a new task is created.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    Task Closed
    Triggers when a task is closed in Active Collab.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    New Task List
    Triggers when a new task list is created in a project in Active Collab.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    Task Moved
    Triggers when a task is moved to another task list.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    Time Tracked
    User has tracked time on project or task.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    Add Comment to Task
    Creates a new comment in selected task.
    Action
    Write
  • Active Collab

    Creates a new company.

    Scheduled

    Action

  • Active Collab

    Completes a project.

    Scheduled

    Action

  • Active Collab

    Completes a task.

    Scheduled

    Action

  • Active Collab

    Creates a new project.

    Scheduled

    Action

  • Active Collab

    Creates a task.

    Scheduled

    Action

  • Active Collab

    Creates a new discussion in a project.

    Scheduled

    Action

  • Active Collab

    Adds a new comment to discussion.

    Scheduled

    Action

  • Active Collab

    Invites a new user to a project.

    Scheduled

    Action

  • Salesforce (Legacy)

    Triggers when a new account is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when a new campaign is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when a new case is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when an opportunity is closed.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when a new contact is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when a new custom object (of the type you choose) is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when you add a new type of custom object to Salesforce. Typically you want to use the "New Custom Object" trigger, not this.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when a new event is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when a new folder is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when a new lead is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when a new note is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when a new opportunity is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggered when a new Outbound Message is received.

    Instant

    Trigger

  • Salesforce (Legacy)

    Triggers when a new task is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when an opportunity is updated.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Create a new account.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new campaign.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new case.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new comment on a case.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new contact.

    Scheduled

    Action

  • Salesforce (Legacy)

    Add a contact to a campaign.

    Scheduled

    Action

  • Salesforce (Legacy)

    Update an existing contact.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new custom object (of the type you choose).

    Scheduled

    Action

  • Salesforce (Legacy)

    Update an existing custom object (of the type you choose).

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new document.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new event.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new lead.

    Scheduled

    Action

  • Salesforce (Legacy)

    Add a lead to a campaign.

    Scheduled

    Action

  • Salesforce (Legacy)

    Update an existing lead.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new note.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new opportunity.

    Scheduled

    Action

  • Salesforce (Legacy)

    Update an existing opportunity.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new task.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find an Account by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find a Campaign by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find a Case by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find a Contact by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find a Custom Object by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find a Custom Object using a WHERE clause. Useful for searching by multiple fields.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find an Event by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find a Folder by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find a Lead by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find an Opportunity by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find a Task by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Account, and creates one if it does not exist.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Campaign, and creates one if it does not exist.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Case, and creates one if it does not exist.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Contact, and creates one if it does not exist.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Custom Object, and creates one if it does not exist.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Event, and creates one if it does not exist.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Folder, and creates one if it does not exist.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Lead, and creates one if it does not exist.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Opportunity, and creates one if it does not exist.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Task, and creates one if it does not exist.

    Scheduled

    Action

How Active Collab + Salesforce (Legacy) Integrations Work

  1. Step 1: Authenticate Active Collab and Salesforce (Legacy).
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Salesforce (Legacy) Tutorials

activecollab logo
activecollab logo

About Active Collab

Active Collab is a popular, all-in-one tool for project management, team collaboration and billing. Available both in cloud and self hosted versions.

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About Salesforce (Legacy)

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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