Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new feedback is submitted in Userback.
Triggers when a new Contact is created.
Triggers when a new Lead is created.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new Attachment is added to a case.
Action is the task that follows automatically within your Userback integrations.
List of feedback
List Available Projects
Creates a new feedback entry in Userback.
List comments from a feedback
Lists available Members
Lists available SessionRecordings

Discover five straightforward methods to automate Salesforce and enhance your productivity. Streamline your processes and maximize efficiency with our expert tips.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
To start, connect both your Userback and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Userback triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Userback 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 Userback 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 Userback 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.
Userback is a visual feedback and bug tracking tool designed to streamline the process of collecting feedback from users and managing it efficiently. It allows teams to gather annotated screenshots, video recordings, and comments directly from users, making it easier to identify and resolve issues quickly.
Learn MoreSalesforce 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 More