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Salesforce + Workzone

Create Salesforce tasks for new Workzone tasks

Looking for easier communication between departments? For new Workzone tasks, this Zapier integration will automatically add new Salesforce tasks.

Looking for easier communication between departments? For new Workzone tasks, this Zapier integration will automatically add new Salesforce tasks.

  1. When this happens...
    WorkzoneWorkzone
    New Task

    Triggers when a new task is created.

    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?
  • Workzone triggers, actions, and search

    New Task

    Triggers when a new task is created.

    Trigger
    Scheduled
    Try It
    • Project

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    • FormRequired

    Action
    Write
    • TaskRequired

    • CompletedRequired

    Action
    Write
    • Workspace IDRequired

    • NameRequired

    Action
    Write
    • ProjectRequired

    • NameRequired

    • Description

    Action
    Write
    • Name

    • Project

    • Project State

    • Create Date

    Action
    Search
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
workzone logo
workzone logo

About Workzone

Workzone is project management software with a careful balance of functionality and ease-of-use to make it useful and accessible to diverse teams.

Related categories