Scriptera
Salesforce and Wekan automations — Sales & Leads
Ready-made scenarios where Salesforce and Wekan work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
38 scenarios
- New deals in Salesforce — Comments in Wekan
- Updated leads in Salesforce — Cards in Wekan
- New deals in Salesforce — Deleting boards in Wekan
- Updated deals in Salesforce — Updating cards in Wekan
- New deals in Salesforce — Boards in Wekan
- New deals in Salesforce — Running apis in Wekan
- New deals in Salesforce — Cards in Wekan
- Updated deals in Salesforce — Boards in Wekan
- Push Salesforce leads into Wekan audiences
- A booked CRM project creates a task card
- New leads in Salesforce — Checklists in Wekan
- Updated deals in Salesforce — Running apis in Wekan
- Updated contacts in Salesforce — Boards in Wekan
- New leads in Salesforce — Boards in Wekan
- Updated contacts in Salesforce — Comments in Wekan
- New deals in Salesforce — Updating records in Wekan
- Updated leads in salesforce — Deleting records in Wekan
- New deals in Salesforce — Lists in Wekan
- New leads in Salesforce — Comments in Wekan
- New deals in Salesforce — Deleting records in Wekan
- New lists in Wekan — Contacts in Salesforce
- New contacts in Salesforce — Running apis in Wekan
- New lists in Wekan — Leads in Salesforce
- New lists in Wekan — Updating contacts in Salesforce
- New cards in Wekan — Leads in Salesforce
- New contacts in Salesforce — Comments in Wekan
- New deals in Salesforce — Cards in Wekan
- Updated records in Wekan — Contacts in Salesforce
- New deals in Salesforce — Deleting records in Wekan
- New contacts in Salesforce — Deleting boards in Wekan
- New Salesforce contacts — into Wekan audiences
- New comments in Wekan — Deals in Salesforce
- Updated records in Wekan — Updating contacts in Salesforce
- Contacts from Salesforce into Wekan audiences
- New cards in Wekan — Contacts in Salesforce
- New cards in Wekan — Deals in Salesforce
- New contacts in Salesforce — Boards in Wekan
- Route each new order into your CRM, invoices, and mailing list
