Express and Salesforce automations

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

139 scenarios

Push Salesforce leads into Express audiences
New Salesforce tasks ping you in Express
Ad leads delivered to your messenger
New deals announced to your team
CRM contacts pushed into ad audiences
CRM changes announced in your messenger
Salesforce people feed your Express audiences
Completed Salesforce tasks — posted to Express
New Salesforce contacts — into Express audiences
Contacts from Salesforce into Express audiences
A booked meeting — a CRM task and a reminder
Unassigned support tickets — as a list in express
Incident alerts — to everyone, everywhere at once
Email validation for new CRM contacts
Validating new contacts for dead addresses
A form request — a tracker task and a team alert
A daily birthday reminder to your messenger
High-priority tickets alert every channel at once
Support tickets — as a thread in your team chat
New deals routed automatically — to the team, table, and slides
Auto-cleanup of old files in cloud storage — with notifications
Instant alerts for urgent events from your apps
A weekly leads-and-deals report — to your messenger
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
Urgent tasks that don't stall
Unpaid-invoice control: task and email — on their own
Which channel brings deals — a per-source breakdown in express
New bugs — straight to the right team
Meeting notes turned into tasks and a summary
Early churn-risk detection from Zendesk tickets
Lead scoring and routing: hot leads straight to sales
Automatic bug triage: priority, ticket, team alert
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 express
New-lead handling: CRM entry, team alert and reminder
Customer-feedback triage with tickets — automatically
Incoming messages routed to the right team
Fast-track VIP support tickets — instant task and alert
An idea from your notes into a ready plan to approve
Pre-release readiness checks — on autopilot
A morning briefing of today's tasks in your chat
Cold deals close themselves — and bring back feedback
Tickets prioritized by importance, tasks created for you
Bug reports turned into proper tickets
Data-load failure monitoring with tasks and alerts
Instant calling and booking of new ad leads
Site status alerts with a screenshot — to your messenger
Stalled deals bring themselves back to life
Client onboarding from a single form: folder, contact, channel, tasks
Compare each proposal against your winners and find the gaps
High-value lead alerts — to chat, sheet and calendar
Sales cycle analysis and recommendations — automatic
Urgent tickets become tasks and an instant team alert
Daily scenario backups to a code store
A support ticket digest — every morning
Contract renewal reminders: an email to the client, a task for the rep
Payment dispute alerts with automatic task creation
Scoring and routing leads from form submissions
New-issue triage: task, notification, reply to the author, and a logged row
Smart lead routing to reps — instant, with no manual assignment
Release notes, a QA task and team alerts — straight from a version tag
Post drafts from your meetings — automatically
Stock sentiment from social media — into tasks and alerts
A daily access check: two-factor and stale keys
Critical bugs from testing escalated straight to tickets and engineering chat
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
Re-engage stalled leads with a ready-made email
A daily numbers summary — to chat and email
Collect client reviews and summarize them to chat automatically
Automatic follow-ups on stalled deals
Error-log watch with automatic tickets
Twice-daily double backup of your scenarios
Jira epic health tracking with risk alerts
A client deck built from a call recording — automatically
Ticket triage and escalation with response-time control
Failed-login detection with tickets and alerts
Release notes from closed tasks — into oneC and express on their own
A daily launch digest — with a task for each notable one
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Cross-tool task dependencies, reconciled every night
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Data-quality watch that alerts only on real issues
Onboarding task quality checks, automatic and scored
Weekly documentation and backup of your scenarios
Meeting prep that arrives on its own — contact, deals, company and talking points
A daily backup of your scenarios — to Salesforce
Website leads — enrichment, scoring and routing to CRM
Website lead scoring — a task for the rep only on the strong ones
Automatic follow-ups for prospects who went quiet
A summary of support tickets — topics and customer mood
Tasks and a recap email after a meeting — from one yes
Incident response — ticket, alert, and report in seconds
All support tickets in one live spreadsheet
Invoices from a folder — straight into CRM deals
Re-engaging quiet clients — weekly, without manual tracking