Connect Tuskr and Salesforce to Build Intelligent Automations
Ready to use Tuskr and Salesforce automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Test Run Result
runs when New Test Run Result
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.
Do thisActions
Action is the task that follows automatically within your Tuskr integrations.
Add test run results
Add multiple test run results to Tuskr.
Find a Project
Find a Project using ID or Name.
Create Test Run
Create a test run with the provided data.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
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Frequently Asked Questions
To start, connect both your Tuskr and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Tuskr triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Tuskr 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 Tuskr 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 Tuskr 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 Tuskr
Tuskr is a comprehensive project management and task tracking tool designed to streamline workflows and enhance team productivity. It offers features like task assignments, progress tracking, and collaboration tools to ensure efficient project execution.
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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