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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.

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.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    ViewPoint VISUMViewPoint VISUM
    Create User

    Creates a new user.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Salesforce

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

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

Related categories