Scriptera
Salesforce and Wekan automations
Ready-made scenarios where Salesforce and Wekan work for you: pick one — a copy appears in your account and runs on its own.
15 scenarios
- Push Salesforce leads into Wekan audiences
- CRM contacts pushed into ad audiences
- Salesforce people feed your Wekan audiences
- A booked CRM project creates a task card
- New Salesforce contacts — into Wekan audiences
- Tasks copied into your second task manager
- Items from Salesforce become tasks in your other Salesforce
- Contacts from Salesforce into Wekan audiences
- Route each new order into your CRM, invoices, and mailing list
- Urgent emails from key clients, turned straight into tasks
- Jira epic health tracking with risk alerts
- Welcome new clients and assign managers — right after the deal closes
- Feedback triage and customer replies — automatically
- Every sale — logged, a ping to you and a thank-you to the buyer
- Two-way task sync between your knowledge base and Todoist
