Salesforce + ViewPoint VISUM
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.
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.
- When this happens...Card Reaches a Step
Triggers when card reaches a particular step.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
