Restya Core Integrations with Salesforce through Make (Integromat)
Restya Core Integrations with Salesforce through Make (Integromat)
Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Triggers
Add Members to Project
Data sent to Salesforce, when the user adds one or more members to a specific project.
New Task
Data sent to Salesforce, when the user creates a new task in the project.
Create Task Comment
Data sent to Salesforce, when the user added a new comment in the task of the project.
Create Global Comment
Data sent to Salesforce, when the user added a new comment.
New Activity
Data sent to Salesforce, when the user performs any activity.
New Task Activity
Data sent to Salesforce, when the user performs any activity on the particular task of the project.
Actions
Create Case
Create a new case.
Create Account
Create a new account.
Create Task
Create a new task.
Create Case Comment
Create a new comment on a case.
Create Lead
Create a new lead.
Create Note
Create a new note.
Create Custom Object
Create a new custom object (of the type you choose).
Create Contact
Create a new contact.
Update an Opportunity
Update an existing opportunity.
Create Attachment
Create a new attachment (max 25MB).
Update a Contact
Update an existing contact.
Create Document
Create a new document.
Create Opportunity
Create a new opportunity.
Create Event
Create a new event.
Update a Lead
Update an existing lead.