Salesforce and ServiceNow automations

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

107 scenarios

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