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essensys Operate + Salesforce

Create essensys Operate accounts when Salesforce accounts are created

Maintain an intact, 360-degree view of your tenant and member accounts. When an account is created in Salesforce, it will automatically be created in essensys Operate. Managing licenses, membership plans, check-ins and renewals become very easy tasks within essensys Operate.

Maintain an intact, 360-degree view of your tenant and member accounts. When an account is created in Salesforce, it will automatically be created in essensys Operate. Managing licenses, membership plans, check-ins and renewals become very easy tasks within essensys Operate.

  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!
    essensys Operateessensys Operate
    Create Account

    Creates a new account.

    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 essensys Operate

essensys Operate is a workspace management platform that helps space-as-a-service operators run their workspace from lead to cash and everything in between.
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  • Website Builders

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