Salesforce + TeamGantt

Create TeamGantt projects from new Salesforce records

Instantly start new projects in TeamGantt for new Salesforce opportunities.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this!
Create Project
Creates a Project
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Project IDRequired
Trigger
Scheduled
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- Company IDRequired
Trigger
Scheduled
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- Project IDRequired
Trigger
Scheduled
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- UserRequired
Trigger
Scheduled
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- Project IdRequired
Trigger
Scheduled
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- Checklist NameRequired
- Task IdRequired
Action
Write
- MessageRequired
- Target IdRequired
Action
Write
- MessageRequired
- Target IdRequired
Action
Write
- MessageRequired
- Target IdRequired
Action
Write
- Task IdRequired
Action
Write
- Name
- Task IdRequired
- IdRequired
- Is Complete
- Sort
Action
Write

- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
- Project IDRequired
Trigger
Scheduled
Try It
- Project IdRequired
Trigger
Scheduled
Try It
- CompanyRequired
Trigger
Scheduled
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- UserRequired
Trigger
Scheduled
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- ProjectIDRequired
Trigger
Instant
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- NameRequired
- Project IdRequired
- Parent Group Id
- Sort
Action
Write
- Project NameRequired
- Company IdRequired
- Allow scheduling on holidays
- Status
- Chart Days
- Is Template
- Has Hours Enabled
- Template
- Start Date
Action
Write
- Project IdRequired
- Task NameRequired
- Parent Group Id
- Start Date
- End Date
- Percent Complete
- Points
- Color
- Estimated Hours
- Sort
- Task or Milestone
- Is Starred
Action
Write
- Task IdRequired
- IdRequired
Action
Write
- Task IdRequired
Action
Write
- Task IdRequired
- Name
- Project Id
- Parent Group Id
- Start Date
- End Date
- Points
- Estimated Hours
- Percent Complete
- Color
- Is Starred
- Sort
- Type
Action
Write

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About TeamGantt

TeamGantt is an intuitive project planning & management service.

Help

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

Salesforce + TeamGantt

Create TeamGantt projects from new Salesforce records

New Contact

New Lead

New Record

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record(s)

Salesforce ObjectRequired

Search Results

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

New Project Comment

Project IDRequired

New Project Added

Company IDRequired

New Task Comment in Project

Project IDRequired

Users Task Is Overdue

UserRequired

Task in Project Is Overdue

Project IdRequired

Create Checklist

Checklist NameRequired

Task IdRequired

Create Group Comment

MessageRequired

Target IdRequired

Create Project Comment

MessageRequired

Target IdRequired

Create Task Comment

MessageRequired

Target IdRequired

Delete Task

Task IdRequired

Update Checklist

Name

Task IdRequired

IdRequired

Is Complete

Sort

New Field History Tracking Event

History ObjectRequired

New Outbound Message

Updated Field on Record