Update agencies and create contacts in Salesforce when purchase orders receive new tags in GovSpend
Streamline your data entry by setting up this automation. Once you have tagged a purchase order in GovSpend, this integration will automatically find or create an agency, saved as a record, in Salesforce.
Streamline your data entry by setting up this automation. Once you have tagged a purchase order in GovSpend, this integration will automatically find or create an agency, saved as a record, in Salesforce.
- When this happens...PO Tagged
Triggers when a PO (Purchase Order) is tagged in GovSpend.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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