Connect Habitica and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New User Task
Task Updated
Task Deleted
Score Task
Party Group Chat
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
Ready to use Habitica and Salesforce automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User Task
Triggers when a new user task created.
Task Updated
Triggers when a existing task is updated.
Task Deleted
Triggers when a task is deleted from the user's Habitica account.
Score Task
Triggers when a task is scored.
Party Group Chat
Triggers when a chat message is received in the selected party group.
New Contact
Triggers when a new Contact is created.
Do thisActions
Action is the task that follows automatically within your Habitica integrations.
Create User Task
Create a new task belonging to the user
Update Task
Update the details of an existing task by its ID.
Get User's Tags
Get all tags associated with the user.
Create Tag
Creates a new tag.
Update Tag
Update the details of an existing tag by its ID.
Delete Tag
Deletes a tag from the user's Habitica account using the tag ID.
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Frequently Asked Questions
To start, connect both your Habitica and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Habitica triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Habitica 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 Habitica 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 Habitica 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 Habitica
Habitica is a unique productivity app that turns your daily tasks and goals into a role-playing game. By gamifying your to-do list, Habitica helps you stay motivated and organized, rewarding you with experience points and in-game rewards as you complete tasks. It's an engaging way to build habits and achieve personal and professional goals.
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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