Manifestly Checklists + Salesforce
Create checklists in Manifestly from new Salesforce cases
Treating new Salesforce cases the same brings order and efficiency to your day-to-day work. With this Zap, you can automatically create and assign checklists in Manifestly for dealing with new customer cases in Salesforce. The checklist can be customized with information in the Salesforce case. With a streamlined, automated process, you can spend your free time with customers, not buried in your apps.
Treating new Salesforce cases the same brings order and efficiency to your day-to-day work. With this Zap, you can automatically create and assign checklists in Manifestly for dealing with new customer cases in Salesforce. The checklist can be customized with information in the Salesforce case. With a streamlined, automated process, you can spend your free time with customers, not buried in your apps.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Run Checklist
Triggers when requesting a list of checklists.
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