New files in Salesforce — Rooms in matrix

The scenario catches new files in Salesforce and creates rooms in matrix. Runs on its own, no manual copying.

  • Every new file from Salesforce puts the right date on the matrix calendar.
  • Deadlines buried in documents don't get lost.
  • No manually setting reminders from files.
Matrix
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How it works

To create Matrix records from Salesforce without manual input, use a ready-made scenario.

  1. Starts when: Microsoft One Drive
  2. Then: Matrix

You can launch this Salesforce + Matrix integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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