Salesforce + Wello Solutions
Save new Salesforce tasks to Wello Solutions
Once this zap is active, you will be able to directly send newly-created tasks in Salesforce to Wello Solutions. You can also add a "filter step" if you want to send the data only if the task achieves a specific status.
Once this zap is active, you will be able to directly send newly-created tasks in Salesforce to Wello Solutions. You can also add a "filter step" if you want to send the data only if the task achieves a specific status.
- 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 or Update Task
Create or update a task within Odyssee Field Service. The task can be created for any company/account linked with a contact.
- Free forever for core features
- 14 day trial for premium features & apps
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Wello Solutions
Wello Solutions is a work order management software that helps service companies around the world achieve field service excellence.