Add an Intellinote task for new Salesforce opportunities
Salesforce (Legacy) + Intellinote
Intellinote Integrations
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Intellinote Integration Details
Launched on Zapier:
The following Intellinote Triggers, Searches, and Actions are supported by Zapier:
Triggers
New Chat
Triggers when a new chat message is created.
Tag Added to Note
Triggers when a note is assigned a specified tag.
Tag Added to Task
Triggers when a task is assigned a specified tag.
Comment Added to Task
Triggers when a comment is added to a specified task.
New Workspace
Triggers when a new workspace is created in a specified organization.
New Note
Triggers when a new note is created.
New Task
Triggers when a new task is created.
Comment Added to Note
Triggers when a comment is added to a specified note.
New Tag
Triggers when a new tag is created.
Actions
Create Note
Creates a new note.
Post a Direct Message to a User
Posts a chat message to the specified user.
Add Comment to Task
Adds a comment to a specified task.
Create Task
Creates a new task.
Post a Chat Message to a Workspace
Posts a chat message to the given workspace.
Add Comment to Note
Adds a comment to a specified note.
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