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Salesforce + ViewPoint VISUM

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.

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.

  1. When this happens...
    ViewPoint VISUMViewPoint VISUM
    Card Status Changed

    Triggers when card status gets changed

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?

    • BoardRequired

    Trigger
    Scheduled
    Try It

    • StatusRequired

    • UsersRequired

    • BoardRequired

    Trigger
    Scheduled
    Try It
  • ViewPoint VISUM triggers, actions, and search

    New Resource

    Triggers when a new resource is created.

    Trigger
    Scheduled
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    • First NameRequired

    • Last NameRequired

    • Email IdRequired

    • Time ZoneRequired

    • Is ActiveRequired

    • RoleRequired

    Action
    Write

    • Value StreamRequired

    • Process StepRequired

    • BoardRequired

    Trigger
    Scheduled
    Try It

    • BoardRequired

    Trigger
    Scheduled
    Try It

    • Card NameRequired

    • Description

    • BoardRequired

    • Value StreamRequired

    • Due DateRequired

    • Project ManagerRequired

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
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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.
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Related categories

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