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Any.do Personal + Salesforce

Create tasks in Any.do Personal for updated Salesforce records

Stay on top of your Salesforce updates with this efficient workflow. Whenever a record is updated in Salesforce, a new task will be created in your Any.do Personal app, ensuring you're always aware of important changes. Save time on manual data entry and boost your productivity by keeping your tasks organized automatically.

Stay on top of your Salesforce updates with this efficient workflow. Whenever a record is updated in Salesforce, a new task will be created in your Any.do Personal app, ensuring you're always aware of important changes. Save time on manual data entry and boost your productivity by keeping your tasks organized automatically.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

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

    TriggerScheduled
  2. automatically do this!
    Any.do PersonalAny.do Personal
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • CampaignRequired

    • ContactRequired

    Action
    Write
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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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