Add new Salesforce tasks as new cards in VISUM
New tasks mean there's work to be done, but there are many apps you use to accomplish that. Save yourself the trouble of entering them twice by setting up this automation to do it for you. Once active, it will react to every new task you create on Salesforce, automatically creating a new card on ViewPoint VISUM for each.
New tasks mean there's work to be done, but there are many apps you use to accomplish that. Save yourself the trouble of entering them twice by setting up this automation to do it for you. Once active, it will react to every new task you create on Salesforce, automatically creating a new card on ViewPoint VISUM for each.
- 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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