Connect Backlog and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Backlog
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Backlog integrations.
Get all Activities
Find all existing activities
Get Space Logo
Returns logo image of your space.
Get Space Notification
Returns space notification.
Get Space Disk Usage
Returns information about space disk usage.
Get all Projects
Find all existing projects
Get all Notifications
Find all existing notifications
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Frequently Asked Questions
To start, connect both your Backlog and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Backlog triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Backlog data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between Backlog and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Backlog and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Backlog
Backlog is a comprehensive project management and collaboration tool designed to help teams organize their work, track progress, and collaborate effectively. It offers features such as task management, bug tracking, version control, and Gantt charts to streamline project workflows.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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