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Any.do Personal + Salesforce

Update Salesforce records when tasks are completed in Any.do Personal

Effortlessly keep your Salesforce records updated by connecting it with your Any.do Personal app. With this workflow, whenever you complete a task in Any.do Personal, the corresponding record in Salesforce will be updated. This integration ensures accurate and up-to-date information across both platforms, saving you time and eliminating manual data entry.

Effortlessly keep your Salesforce records updated by connecting it with your Any.do Personal app. With this workflow, whenever you complete a task in Any.do Personal, the corresponding record in Salesforce will be updated. This integration ensures accurate and up-to-date information across both platforms, saving you time and eliminating manual data entry.

  1. When this happens...
    Any.do PersonalAny.do Personal
    Task Completed

    Triggers when a task is completed.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • List

    Trigger
    Scheduled
    Try It
    • List NameRequired

    Action
    Write
    • TaskRequired

    • Title

    • Status

    Action
    Write
    • TitleRequired

    • ListRequired

    • Due Date

    • Set Reminder?

    • Note

    Action
    Search or write
    • ListRequired

    • TitleRequired

    • Due Date

    • Set Reminder?

    • Note

    Action
    Write
    • Task titleRequired

    Action
    Search
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any-do logo

About Any.do Personal

Any.do is a simple & powerful way to manage Projects, To-do lists & Reminders. Available on Web, iPhone, Android, Mac, Windows & More.
Learn more

Related categories

  • Task Management
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