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Axosoft + Salesforce Integrations

How to connect Axosoft + Salesforce

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  • Axosoft triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Scheduled
  • Axosoft triggers, actions, and search
    New Customer
    Triggers when a new customer is created.
    Trigger
    Scheduled
  • Axosoft triggers, actions, and search
    New Email
    Triggers when a new email is created.
    Trigger
    Scheduled
  • Axosoft triggers, actions, and search
    New Item
    Triggers when a new item is created.
    Trigger
    Scheduled
  • Axosoft triggers, actions, and search
    New Project
    Triggers when a new project is created.
    Trigger
    Scheduled
  • Axosoft triggers, actions, and search
    New Release
    Triggers when a new release is created.
    Trigger
    Scheduled
  • Axosoft triggers, actions, and search
    New Work Log
    Triggers when a new work log is created.
    Trigger
    Scheduled
  • Axosoft triggers, actions, and search
    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 contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    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

  1. Step 1: Authenticate Axosoft and Salesforce.
    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.
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axosoft logo

About Axosoft

Axosoft is agile project management for software development teams.

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About Salesforce

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

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