Salesforce + Shortcut
Create Shortcut stories from updated Salesforce records
Keep your Shortcut projects up-to-date with Salesforce records using this efficient automation. When a field is updated in Salesforce, this workflow will create a new story in Shortcut, ensuring your projects always stay in line with the latest information. Say goodbye to manual entries and miscommunications; maintain consistency and streamline your project progress with ease.
Keep your Shortcut projects up-to-date with Salesforce records using this efficient automation. When a field is updated in Salesforce, this workflow will create a new story in Shortcut, ensuring your projects always stay in line with the latest information. Say goodbye to manual entries and miscommunications; maintain consistency and streamline your project progress with ease.
- 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 Story
Creates a new story.
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