Create AgilePlace cards from Salesforce custom objects
Your team can easily create AgilePlace task cards in Salesforce just by adding a new custom object. Once set up, each time a new custom object is created in Salesforce, Zapier will create a new card in AgilePlace. Take your team's performance and efficiency up a notch with this automation.
Your team can easily create AgilePlace task cards in Salesforce just by adding a new custom object. Once set up, each time a new custom object is created in Salesforce, Zapier will create a new card in AgilePlace. Take your team's performance and efficiency up a notch with this automation.
- 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 Card
Creates a new card.
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