Salesforce + SysAid
Create Salesforce cases from new SysAid tickets
We know that your CRM is the heart of your business, so of course you need to keep it up-to-date with your other business applications, including SysAid. Use this automation to create a Salesforce case from any new SysAid ticket.
We know that your CRM is the heart of your business, so of course you need to keep it up-to-date with your other business applications, including SysAid. Use this automation to create a Salesforce case from any new SysAid ticket.
- When this happens...
New Service RecordTriggers when a new service record is created in SysAid.
- automatically do this!
Create RecordCreates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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User Defined NameRequired
Service Record Type
Title
Description
Category
Status
Request user
Assigned to
Admin group
Company
Email Account
Impact
Location
Main CI
Priority
Responsible Admin
SR Custom Int 1
SR Custom Int 2
SR Custom List 1
SR Custom List 2
SR Custom Text 1
SR Custom Text 2
Sub Type
Urgency
Weight
Try ItUser Defined NameRequired
Service Record TypeRequired
Request user
TitleRequired
DescriptionRequired
Admin group
Assigned to
Classification
Closure Information
Followup Actual Date
Followup Planned Date
Followup Text
Followup User
Impact
Location
Main CI
Priority
Resolution
Responsible Admin
Solution
SR Custom Date 1
SR Custom Date 2
SR Custom Int 1
SR Custom Int 2
SR Custom List 1
SR Custom List 2
SR Custom Text 1
SR Custom Text 2
Success Rating
Urgency
Weight
Workaround
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItDisclaimer
Salesforce ObjectRequired
Try It
User Defined NameRequired
Service Record Type
Title
Description
Category
Status
Request user
Assigned to
Admin group
Company
Email Account
Impact
Location
Main CI
Priority
Responsible Admin
SR Custom Int 1
SR Custom Int 2
SR Custom List 1
SR Custom List 2
SR Custom Text 1
SR Custom Text 2
Sub Type
Urgency
Weight
Try ItUser Defined NameRequired
# (SR ID)Required
Urgency
Priority
Impact
Title
Description
Admin group
Assigned to
Classification
Closure Information
Followup Actual Date
Followup Planned Date
Followup Text
Followup User
Location
Main CI
Resolution
Responsible Admin
Solution
SR Custom Date 1
SR Custom Date 2
SR Custom Int 1
SR Custom Int 2
SR Custom List 1
SR Custom List 2
SR Custom Text 1
SR Custom Text 2
Success Rating
Weight
Workaround
Salesforce ObjectsRequired
Try ItSalesforce ObjectRequired
Try It
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About SysAid
SysAid is a service automation company delivering software for organizations that want to get more done.
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