Create OpenAsset projects for new Salesforce opportunity stage changes
Do you want to reduce the time it takes to keep the list of projects in OpenAsset up to date? This Zapier integration will automatically create a new project in OpenAsset when a Salesforce opportunity changes to a particular stage (e.g., it is closed or won).
Do you want to reduce the time it takes to keep the list of projects in OpenAsset up to date? This Zapier integration will automatically create a new project in OpenAsset when a Salesforce opportunity changes to a particular stage (e.g., it is closed or won).
- When this happens...Updated Field on Record
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.).
- automatically do this!Create Project
Creates a new project.
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