Productroad

Product Management

Salesforce

CRM

Integrations Productroad Salesforce

Create integrations between Productroad and Salesforce

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Find Posts in Productroad when New Contact in Salesforce

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Create a post in Productroad when New Contact in Salesforce

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Create a post on behalf of the customer in Productroad when New Contact in Salesforce

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Change Post Status in Productroad when New Contact in Salesforce

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Find comment in Productroad when New Contact in Salesforce

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Find Posts in Productroad when New Lead in Salesforce

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Create a post in Productroad when New Lead in Salesforce

TRY IT

Create a post on behalf of the customer in Productroad when New Lead in Salesforce

TRY IT

Change Post Status in Productroad when New Lead in Salesforce

TRY IT

Find comment in Productroad when New Lead in Salesforce

Actions and Triggers

Triggers

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.

Actions

Find Posts

You need to provide Authorization header with Bearer token

Create a post

You can create posts on your own behalf or on behalf of your users.

Create a post on behalf of the customer

The request is identical to creating a post on your own behalf, but you need to add the email and full_name parameters, containing the email and username,

Change Post Status

To change status of the post you need to know ID of that post

Find comment

Get a list of comment.

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Know More About
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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Productroad

Productroad is a comprehensive product management tool designed to streamline the process of planning, developing, and launching products. It offers features such as roadmapping, task management, and team collaboration to ensure that your product development is efficient and on track.

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About 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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