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Avaza + Salesforce

Create new Avaza contacts from new Salesforce records

Enhance your business productivity by immediately turning new Salesforce records into contacts in Avaza. This workflow provides an efficient solution to save time while maintaining consistency across your customer relationship management and project management platforms. Better organize and align processes within your workspace, ensuring vital customer data isn't missed or delayed.

Enhance your business productivity by immediately turning new Salesforce records into contacts in Avaza. This workflow provides an efficient solution to save time while maintaining consistency across your customer relationship management and project management platforms. Better organize and align processes within your workspace, ensuring vital customer data isn't missed or delayed.

  1. When this happens...
    SalesforceSalesforce
    New Record

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

    TriggerScheduled
  2. automatically do this!
    AvazaAvaza
    Create Contact

    Creates a new Contact.

    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
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Avaza

Avaza is software designed to run your client focused business. It includes modules for project & task management, timesheets, expense reporting, quotes & invoicing.
Learn moreHelp

Related categories

  • Project Management

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About Salesforce

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

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