Integrate Salesforce with awork

Appy Pie Connect allows you to automate multiple workflows between Salesforce and awork

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About awork

Intelligent projects, tasks and time tracking for your project business.

awork Integrations

Best Salesforce and awork Integrations

  • Salesforce Integration awork Integration

    Salesforce + awork

    Search Projects in awork when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    awork Integration Search Projects
  • Salesforce Integration awork Integration

    Salesforce + awork

    Create Client to awork from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    awork Integration Create Client
  • Salesforce Integration awork Integration

    Salesforce + awork

    Search Users by Email in awork when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    awork Integration Search Users by Email
  • Salesforce Integration awork Integration

    Salesforce + awork

    Create Project to awork from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    awork Integration Create Project
  • Salesforce Integration awork Integration

    Salesforce + awork

    Create Project Task to awork from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    awork Integration Create Project Task
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Salesforce + awork in easier way

It's easy to connect Salesforce + awork without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Task

    Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.

  • New Time Entry

    Triggers when a new time entry is created.

  • Updated Time Entry

    Triggers when a time entry is updated.

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Client

    Creates a new client.

  • Create Project

    Creates a new project.

  • Create Project Task

    Creates a new project task.

  • Search Projects

    Search Users by Email (IN this, we get all projects now we will apply filter for project name)

  • Search Users by Email

    Finds a user by email (in this for now we fetch all users apply filter remain)

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & awork Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick awork as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to awork.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.