BasicOps + Salesforce
Find and update Salesforce records for newly completed BasicOps tasks
When you complete a new task in BasicOps, this Zapier template finds the corresponding record in Salesforce based on a search value, and then updates the record. This can be used to set the date of completed onboarding for an account record in Salesforce.
When you complete a new task in BasicOps, this Zapier template finds the corresponding record in Salesforce based on a search value, and then updates the record. This can be used to set the date of completed onboarding for an account record in Salesforce.
- When this happens...Completed Task
Triggers when a task is completed.
- automatically do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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About BasicOps
BasicOps is the online project management tool that empowers hybrid teams to collaborate on projects, tasks, files and notes all in one place and in real time.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
