Salesforce + ViewPoint VISUM
Create tasks in Salesforce for every new card update in ViewPoint VISUM
A card on a Visual Project Board can be updated several times during its journey to completion. You can get notified of this by creating new tasks for every update to the card using this ViewPoint VISUM-Salesforce integration by Zapier. You can be sure to always have full context from then on.
A card on a Visual Project Board can be updated several times during its journey to completion. You can get notified of this by creating new tasks for every update to the card using this ViewPoint VISUM-Salesforce integration by Zapier. You can be sure to always have full context from then on.
- When this happens...Card Updated
Triggers when any card gets updated.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout ViewPoint VISUM
ViewPoint VISUM is a great tool for Visual Portfolio Project Management. VISUM helps to deliver projects on time, in less time by streamlining execution. It simplifies managing projects by improving communication, collaboration and decision making.