Salesforce + TaskTrain
Create TaskTrain assignments from new Salesforce records
Have a detailed internal process to follow for your new leads? This Zapier automation creates a new TaskTrain assignment workflow each time a new Salesforce record is created, allowing you to use the detailed, step-by-step scaffolding and just-in-time training of TaskTrain Procedures to ensure every step of your standard operating procedure is correctly executed and verifiably tracked for quality assurance and auditable compliance.
Have a detailed internal process to follow for your new leads? This Zapier automation creates a new TaskTrain assignment workflow each time a new Salesforce record is created, allowing you to use the detailed, step-by-step scaffolding and just-in-time training of TaskTrain Procedures to ensure every step of your standard operating procedure is correctly executed and verifiably tracked for quality assurance and auditable compliance.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create an Assignment
Triggers when an Assignment is created.
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