Scriptera
Compass and Salesforce automations — Tasks & To-Dos
Ready-made scenarios where Compass and Salesforce work for you (tasks & to-dos): pick one — a copy appears in your account and runs on its own.
20 scenarios
- New Salesforce tasks ping you in Compass
- Updated fields in Salesforce — Running apis in Compass
- New tasks in Salesforce — Running apis in Compass
- Updated accounts in Salesforce — Running apis in Compass
- Updated tasks in Salesforce — Running apis in Compass
- New tasks in Salesforce — Messages in Compass
- Completed Salesforce tasks — posted to Compass
- New messages in Compass — Deals in Salesforce
- New tasks in Salesforce — Sending messages in Compass
- New tasks in Salesforce — Running apis in Compass
- Found: files in Salesforce — Messages in Compass
- New messages in Compass — Updating files in Salesforce
- New messages in Compass — Tasks in Salesforce
- New tasks in Salesforce — Tasks in Salesforce — variant 2
- Meeting notes turned into tasks and a summary
- A morning task plan from Salesforce to compass
- A morning briefing of today's tasks in your chat
- An idea from your notes into a ready plan to approve
- Cross-tool task dependencies, reconciled every night
- A product board that stays current: statuses and dates sync themselves
