Loading

Process Street + Salesforce

Create checklists in Process Street from new Salesforce cases

Automatically run your workflows for dealing with customer cases through Salesforce. This integration creates a checklist in Process Street as soon as a new case is created in Salesforce, allowing you to assign the workflow to a team with the skills to get the job done. Useful for customer success ad support teams.

Automatically run your workflows for dealing with customer cases through Salesforce. This integration creates a checklist in Process Street as soon as a new case is created in Salesforce, allowing you to assign the workflow to a team with the skills to get the job done. Useful for customer success ad support teams.

  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!
    Process StreetProcess Street
    Run Workflow

    Runs a workflow.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
process-street logo
process-street logo

About Process Street

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.
Learn moreHelp

Related categories

  • Project Management

Similar apps

Checkvist integrationsCheckvist integrations

Checkvist

Task Management
Manifestly Checklists integrationsManifestly Checklists integrations

Manifestly Checklists

Product Management
SafetyCulture integrationsSafetyCulture integrations

SafetyCulture

Product Management
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier