ViewPoint VISUM

ViewPoint VISUM Integrations

  • 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.

    How this ViewPoint VISUM-Salesforce integration works

    1. A new card is updated in ViewPoint VISUM
    2. Zapier creates a new task in Salesforce

    Apps involved

    • ViewPoint VISUM
    • Salesforce
  • Add new tasks in Salesforce for card status changes in ViewPoint VISUM

    Card statuses such as 'Blocked', 'Critical', 'Completed', 'Archived' are important workflow indicators. Set up this integration, and Zapier will keep track of everything: This automation will create new tasks in Salesforce for specific card status changes happening on a board in ViewPoint VISUM, ensuring you never miss anything important.

    How this ViewPoint VISUM-Salesforce integration works

    1. A card's status changes in ViewPoint VISUM
    2. Zapier adds a new task in Salesforce

    Apps involved

    • ViewPoint VISUM
    • Salesforce
  • Add tasks in Salesforce when new cards reach a step in ViewPoint VISUM

    Some process steps are more important than others. With this Zapier automation on your side, you can get take action when a card's status matures on ViewPoint VISUM: It will trigger whenever a new card hits a particular step, automatically creating a task for it on Salesforce so you can get to work on what comes next.

    How this ViewPoint VISUM-Salesforce integration works

    1. A new card reaches a particular step in ViewPoint VISUM
    2. Zapier creates a new task in Salesforce

    Apps involved

    • ViewPoint VISUM
    • Salesforce
  • Add new resources in VISUM as new contacts in Salesforce

    Having a hard time connecting your action items with their corresponding contacts? Let Zapier automation handle that for you. Once this integration is set up, it will capture every new resource you add on ViewPoint VISUM, automatically creating a corresponding Salesforce contact to ensure you have important details where you need them at all times.

    How this ViewPoint VISUM-Salesforce integration works

    1. A new resource is added in ViewPoint VISUM
    2. Zapier adds a new contact in Salesforce

    Apps involved

    • ViewPoint VISUM
    • Salesforce
  • Add new ViewPoint VISUM cards as tasks in Salesforce

    Writing out your tasks once is enough—automation can copy them throughout your apps as needed. After this integration is active, it will trigger with every new card added to a board on ViewPoint VISUM, copying its details and creating a matching task on Salesforce. You'll always find your work items from then on, no matter where you look.

    How this ViewPoint VISUM-Salesforce integration works

    1. A new card is added to a board on ViewPoint VISUM
    2. Zapier creates a new task in Salesforce

    Apps involved

    • ViewPoint VISUM
    • Salesforce
  • Add new Salesforce opportunities as cards on ViewPoint VISUM

    Every opportunity you add needs to be tracked and actioned at the right time. Get some help with that by having them on every app you use. Activate this integration, and we'll automatically capture every new opportunity you add to Salesforce, creating a new card for it on ViewPoint VISUM. You'll never forget about those deals again.

    How this Salesforce-ViewPoint VISUM integration works

    1. A new opportunity is created in Salesforce
    2. Zapier creates a new card in ViewPoint VISUM

    Apps involved

    • Salesforce
    • ViewPoint VISUM
  • 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.

    How this Salesforce-ViewPoint VISUM integration works

    1. A new task is added in Salesforce
    2. Zapier creates a new card in ViewPoint VISUM

    Apps involved

    • Salesforce
    • ViewPoint VISUM
  • Add new Salesforce contacts as users in ViewPoint VISUM

    You've entered contact information once, and that's enough. Set up this automation, and Zapier will copy them anywhere you need. Each new Salesforce contact you add will trigger the workflow, sending the details to ViewPoint VISUM and creating a matching user for your reference.

    How this Salesforce-ViewPoint VISUM integration works

    1. A new contact is added in Salesforce
    2. Zapier adds a new resource in ViewPoint VISUM

    Apps involved

    • Salesforce
    • ViewPoint VISUM

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ViewPoint VISUM Integration Details
Beta

Launched on Zapier March 17, 2016

Zapier combines Triggers (like "New Resource") and Actions (like "Create User") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following ViewPoint VISUM Triggers, Searches, and Actions are supported by Zapier:

New Resource

Triggers when a new resource is created.

Card Reaches a Step

Triggers when card reaches a particular step.

New Card

Triggers when a new card is created.

Card Status Changed

Triggers when card status gets changed

Card Updated

Triggers when any card gets updated.

Create User

Creates a new user.

Create Card

Creates a new card.

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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.