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.