An automated workflow using integromat
Connects Salesforce + Plutio
Create Plutio tasks for new Salesforce leads
About this workflow template
This automation scenario allows you to connect Salesforce and Plutio
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Salesforce and Plutio can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Salesforce
Watch Records in an Object in Salesforce
Triggers when a record in an object is created or updated.
Then this action happens in Plutio
Create a Task in Plutio
Creates a new task.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Plutio tasks for new Salesforce leads.
Part I
Configure Applications
First, we need to connect Salesforce and Plutio to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Salesforce to Make.com.
Give Make.com access to your Salesforce account, using Salesforce credentials.
Connect Plutio to Make.com.
Give Make.com access to your Plutio account, using Plutio credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Salesforce
Choose the following trigger: Watch Records in an Object (Triggers when a record in an object is created or updated.).
Then set up an Action for Plutio
Choose this action: Create a Task (Creates a new task.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Salesforce and Plutio.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Plutio tasks for new Salesforce leads!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
triggerbyzapierUpdated field on record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
triggerbyzapierpabbly-connectUpdated record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
triggerbyzapierWatch records in an object
Triggers when a record in an object is created or updated.
triggerbyintegromatNew outbound message
Triggers when a new outbound message is received in Salesforce.
triggerbyzapierOpportunity was won
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
triggerbyifttt
Create a task
Create a new Task within a specific Task Group
actionbyzapierintegromatCreate project
Creates a new Pltuio Project
actionbyzapierintegratelypabbly-connectalbatoCreate a project
Creates a new project.
actionbyintegromatCreate a task group
Creates a new task group.
actionbyintegromatCreate invoice
Creates an Invoice
actionbyzapierintegratelypabbly-connectalbatoCreate block
Creates a Block
actionbyzapier
Apps you need
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
