Azure Cosmos DB and Salesforce automations

Ready-made scenarios where Azure Cosmos DB and Salesforce work for you: pick one — a copy appears in your account and runs on its own.

96 scenarios

Leads from Salesforce become items in Azure Cosmos DB
CRM contacts pushed into ad audiences
Salesforce people feed your Azure Cosmos DB audiences
Push Salesforce leads into Azure Cosmos DB audiences
New Salesforce land in Azure Cosmos DB by themselves
Contacts from Salesforce into Azure Cosmos DB audiences
New Salesforce contacts — into Azure Cosmos DB audiences
A new contact — instantly a card on your task board
Tasks from one Azure Cosmos DB land on the other board
Move tasks from Salesforce to Azure Cosmos DB
Data shaped to the table format — prepared automatically before writing
Chat messages — into support tickets
Customer emails become support tickets with a spreadsheet log
A task mirror in your knowledge base — always current
New deals routed automatically — to the team, table, and slides
Keep tasks in sync between two services
Bug reports from support — collected into one table
CRM deals into a sheet — a pipeline snapshot
Early churn-risk detection from Zendesk tickets
Lead scoring and routing: hot leads straight to sales
Form feedback turned into tasks across your trackers
Win back abandoned Shopify carts by email and in CRM
Track construction progress from site photos
Support emails become tickets with a priority attached
Tickets prioritized by importance, tasks created for you
Contacts tagged by role and seniority — automatically
Pre-release readiness checks — on autopilot
An idea from your notes into a ready plan to approve
Stuck tickets, followed up automatically
Leads from a post's likes and comments — straight to your CRM
Resumes from a folder into a candidate card and a hiring task
Data-load failure monitoring with tasks and alerts
Feedback sorted by sentiment — and every complaint becomes a ticket
A daily database backup in a safe store
Urgent emails from key clients, turned straight into tasks
Topic legislation tracker with tasks
Team-capacity tracking with over-allocation alerts
High-value lead alerts — to chat, sheet and calendar
New-issue triage: task, notification, reply to the author, and a logged row
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
Meeting attendance: a log, the late list and a summary in your chat
Collect client reviews and summarize them to chat automatically
Jira epic health tracking with risk alerts
Release notes from closed tasks — into oneC and Telegram on their own
Cold outreach with auto follow-ups and CRM tracking
Failed-login detection with tickets and alerts
Personal post-webinar follow-ups, written from the recording itself
Reports from diagnosis emails — as PDF, straight to the recipients
Cross-tool task dependencies, reconciled every night
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
The recording, emailed to everyone who missed the meeting
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Onboarding task quality checks, automatic and scored
Meeting prep that arrives on its own — contact, deals, company and talking points
Shipping quotes delivered right in the customer chat
Welcome new clients and assign managers — right after the deal closes
Deal close-date forecasting from your own history, auto-updated in the CRM
CRM deals synced to a sheet, with a daily email summary
Weekly documentation and backup of your scenarios
Automatic follow-ups for prospects who went quiet
Incident response — ticket, alert, and report in seconds
All support tickets in one live spreadsheet
Turn security-scanner findings into tasks — no duplicates
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
Support metrics from two systems — in one weekly report
Invoices from email into accounting, with approval
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
A knowledge base from support tickets — automatically
Reorder recommendations from your stock table — automatically
A morning traffic summary for your site — in plain words
Change request routing: tickets, audit trail and notifications
Route change requests by the rules — no manual triage
Tell customers their bug is fixed — the moment the issue closes
SLA monitoring that warns before a ticket breaches
Incoming lead sorting and routing — automatically
A satisfaction survey after every deal, with replies sorted
Automatic scenario check with an error report
Customer feedback sorted into themes, tasks and a weekly report
A pre-meeting brief: last notes, open tickets, recent changes
A full new-client welcome after the form
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
A form order: invoice and client confirmation — automatic
Tester feedback triage: tickets, knowledge base and a reply to the author
Sort email leads and file them into the CRM — by importance
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
Two-way task sync between your knowledge base and Todoist
BANT call qualification and CRM handling — on autopilot