Devino and Salesforce automations

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

214 scenarios

A new file in storage emails the people who care
CRM changes announced in your messenger
Ad leads delivered to your messenger
Push Salesforce leads into Devino audiences
Salesforce people feed your Devino audiences
New Salesforce tasks ping you in Devino
New deals announced to your team
CRM contacts pushed into ad audiences
Completed Salesforce tasks — posted to Devino
Contacts from Salesforce into Devino audiences
New Salesforce contacts — into Devino audiences
Unassigned support tickets — as a list in devino
Website leads greeted — email, CRM, team alert
A booked meeting — a CRM task and a reminder
Incident alerts — to everyone, everywhere at once
Email validation for new CRM contacts
Validating new contacts for dead addresses
A proposal right after the call — automatically
Form leads straight into the CRM
A form request — a tracker task and a team alert
An instant personal reply to every new lead
A daily birthday reminder to your messenger
High-priority tickets alert every channel at once
Support tickets — as a thread in your team chat
Route each new order into your CRM, invoices, and mailing list
Personal rewards for big-spending guests after checkout
Support email sorts itself and becomes tasks
A form request into a tracker issue
A daily overdue-tasks report in your inbox
A weekly digest of document changes to your inbox
Instant alerts for urgent events from your apps
New deals routed automatically — to the team, table, and slides
Auto-cleanup of old files in cloud storage — with notifications
The sprint report — it goes out to stakeholders on its own
All work accounts for a new hire from one form
A weekly leads-and-deals report — to your messenger
A landing-page lead — into CRM, a task and chat at once
Automatic bug triage: priority, ticket, team alert
Early churn-risk detection from Zendesk tickets
Enriching leads with contacts — drop a sheet, get a filled CRM
Urgent tasks that don't stall
A task and an alert on every deal move in your CRM
Meeting notes turned into tasks and a summary
Unpaid-invoice control: task and email — on their own
Lead scoring and routing: hot leads straight to sales
Candidate shortlisting, emails and screening tasks
Leads scored and routed to a rep — straight from the form
New bugs — straight to the right team
Which channel brings deals — a per-source breakdown in devino
Win back abandoned Shopify carts by email and in CRM
Track construction progress from site photos
Inbound leads scored, with alerts and draft replies for the hot ones
Onboarding a hire from a form: chats, a task and access
A morning task plan from Salesforce to devino
A prospect list with contacts — automatically
A proposal and payment link right after the meeting
A personalized sales proposal from a table row, ready and sent
One campaign across SMS, email and messenger, straight from your CRM
Incoming messages routed to the right team
New-lead handling: CRM entry, team alert and reminder
Requests from Notion — into Salesforce tasks with a team notice
An invoice to the client — from one status change
Customer-feedback triage with tickets — automatically
Meeting notes — into tasks, participant emails and a summary
Fast-track VIP support tickets — instant task and alert
An idea from your notes into a ready plan to approve
Lead verification and CRM sync — straight from a JotForm form
Cold deals close themselves — and bring back feedback
Instant reply to a property inquiry with matched listings
Weekly backups of every scenario — with full history
Time-based invoices and missing-hours reminders in one run
Tickets prioritized by importance, tasks created for you
A morning briefing of today's tasks in your chat
Pre-release readiness checks — on autopilot
Bug reports turned into proper tickets
Instant calling and booking of new ad leads
A daily sprint and time-tracking report, by email
Stalled deals bring themselves back to life
Release notes — ready the moment a version ships
Site status alerts with a screenshot — to your messenger
Deal-matched materials — sent automatically by CRM stage
Open-house visitors into your CRM and into an email, right after the visit
A follow-up email after a canceled meeting — automatically
The customer's order right inside the support ticket — no manual lookup
Data-load failure monitoring with tasks and alerts
Stuck tickets, followed up automatically
Smart auto-replies to routine emails
Client onboarding from a single form: folder, contact, channel, tasks
Urgent tickets become tasks and an instant team alert
Requests routed to the right team — sorted automatically
Upsell signals from support tickets
Sales cycle analysis and recommendations — automatic
Properties with owner contacts — daily to your CRM and email
Interview bookings — call, task and emails assembled automatically
Compare each proposal against your winners and find the gaps
Team-capacity tracking with over-allocation alerts
High-value lead alerts — to chat, sheet and calendar
A daily briefing by email: tasks and meetings in one message
Scoring and routing leads from form submissions
Polite candidate rejections sent by email, with the task closed