Create integrations between Salesforce and Plane.so
Add a Project in Planeso when New Contact in Salesforce
Fetch all projects from Plane.so when New Contact in Salesforce
Get Project Details in Planeso when New Contact in Salesforce
Update project details in Planeso when New Contact in Salesforce
Create an Issue in Planeso when New Contact in Salesforce
Retrieve Project Issues in Planeso when New Contact in Salesforce
Get a issue details in Planeso when New Contact in Salesforce
Delete an issue in Planeso when New Contact in Salesforce
Add a Project in Planeso when New Lead in Salesforce
Fetch all projects from Plane.so when New Lead in Salesforce
Actions and Triggers
When this happensTriggers
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 Issue Created
This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.
Do thisActions
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add File to Record
Adds an existing file to an existing Record.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Contact
Creates a new contact.
Create Note
Creates a new note and links it to a parent record
Update Contact
Updates an existing contact in Salesforce.
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Frequently Asked Questions
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.
Learn MoreAbout Plane.so
Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.
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