Connect Qase and Salesforce
Integrate Qase with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Qase + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Qase
When this happens...
New Test Run
New Test Run Completed
New Test Result
New Defect
Choose an action
Salesforce
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
Add Contact to Campaign dev
Add Contact to Campaign in Salesforce when New Test Run in Qase
Use this flowAdd Lead To Campaign in Salesforce when New Test Run in Qase
Use this flowCreate Attachment in Salesforce when New Test Run in Qase
Use this flowCreate Contact in Salesforce when New Test Run in Qase
Use this flowCreate Note in Salesforce when New Test Run in Qase
Use this flowUpdate Contact in Salesforce when New Test Run in Qase
Use this flowCreate Lead in Salesforce when New Test Run in Qase
Use this flowUpdate Lead in Salesforce when New Test Run in Qase
Use this flowCreate Account in Salesforce when New Test Run in Qase
Use this flowCreate Campaign in Salesforce when New Test Run in Qase
Use this flowSupported Triggers & Actions
Everything you can automate between Qase and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Test Run
Runs when a new test run starts in a chosen project, optionally for a milestone or environment.
New Test Run Completed
Runs when a test run in a chosen project finishes (passed, failed or aborted).
New Test Result
Runs when a new test result is recorded in a chosen project, optionally for one run or status.
New Defect
Runs when a new defect is logged in a chosen project.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
Do thisActions
Action is the task that follows automatically within your Qase integrations.
Create Test Case
Create a test case with steps, severity and priority in a chosen project and suite.
Create Test Run
Start a test run in a project with chosen cases, a test plan, or all cases, plus environment and milestone.
Update Test Case
Update a test case's title, steps, severity, tags or other fields. Empty fields stay unchanged.
Find Test Cases
Find test cases in a project by name, suite, severity, status or other filters, or get one by ID.
Update Test Run
Update a test run's title, description, environment, milestone, tags or configurations. Empty fields stay unchanged.
Complete Test Run
Mark a test run as complete so its results are final.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Qase
Qase is a test management platform for organizing manual and automated tests, managing test runs, and tracking software quality across development teams.
Learn moreSimilar apps
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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Qase and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Qase and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where Qase triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Qase. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Qase and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Qase and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
