Add new Salesforce accounts to Birdview PSA as projects
Instead of manually importing a new customer account information into your project management tools, use Zapier to automatically take care of that for you. With this automation set up, new accounts in Salesforce will be created in Birdview PSA as new projects.
Instead of manually importing a new customer account information into your project management tools, use Zapier to automatically take care of that for you. With this automation set up, new accounts in Salesforce will be created in Birdview PSA as new projects.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Project
Creates a new project. Please note, custom fields are not supported by this action. If custom fields are required please use action 'Create Project (with custom fields)'
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