Salesforce and Taiga automations

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

37 scenarios

Deal moves a stage in Salesforce — a task appears in Taiga
New issues in Salesforce — tasks in Taiga
Salesforce submissions become tasks in Taiga
Work tasks copy into your personal Taiga
New CRM deal, task in your task manager
New Salesforce projects become tasks in Taiga
New lead in Salesforce becomes a task in Taiga
Copy tasks from one Taiga to another
Personal tasks flow into the team Taiga
Tasks from one Taiga — copied into the other Taiga
Tasks sync into your other Taiga
Move tasks from one Taiga to the one you actually use
Tasks from one task manager, mirrored in the other
Tasks from one Taiga mirrored in the other
Tasks from one Taiga appear in the other
Customer tickets into team tasks
All work accounts for a new hire from one form
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
Auto-publish blog posts with social announcements
Fast-track VIP support tickets — instant task and alert
Stuck tickets, followed up automatically
Urgent tickets become tasks and an instant team alert
Contract renewal reminders: an email to the client, a task for the rep
Launch a vacancy: deadlines, task and announcement in one move
A lead replies — the CRM card updates and a task lands on a rep
A personal AI assistant with a personality
A daily launch digest — with a task for each notable one
Ticket triage and escalation with response-time control
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
WordPress site backup — automatically
Tasks from your meeting recording, straight into the tracker
An end-of-day report — written by AI and sent for you
Tasks from Taiga — straight into Salesforce, always in sync
Action-emails — straight onto your to-do list
A requirements doc that keeps itself current
A personal assistant in your messenger: email, calendar, tasks, expenses