Axosoft + Salesforce Integrations

How to connect Axosoft + Salesforce

Zapier lets you send info between Axosoft and Salesforce automatically—no code required.

When this happens...

New Contact

Triggers when a new contact is created.

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Add Contact to Campaign

Adds an existing contact to an existing campaign.

Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
New Email
Triggers when a new email is created.
Trigger
Scheduled
New Item
Triggers when a new item is created.
Trigger
Scheduled
New Project
Triggers when a new project is created.
Trigger
Scheduled

New Release
Triggers when a new release is created.
Trigger
Scheduled
New Work Log
Triggers when a new work log is created.
Trigger
Scheduled

Create Contact
Creates a new contact.
Action
Write

Axosoft
Creates a new customer.
Scheduled
Action
Axosoft
Creates a new item.
Scheduled
Action
Axosoft
Creates a new project.
Scheduled
Action
Axosoft
Posts the SCM commit data to any of your tagged items.
Scheduled
Action
Axosoft
Creates a new work log.
Scheduled
Action
Axosoft
Updates an item.
Scheduled
Action
Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
Salesforce
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.).
Scheduled
Trigger
Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action

How Axosoft + Salesforce Integrations Work

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