SmartTask, Salesforce Integrations

Salesforce
SmartTask
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Triggers

SmartTask

Watch New Contacts INSTANT

Triggers when a new contact is added in SmartTask

SmartTask

Watch New Tasks Added to Project INSTANT

Triggers when a new task is added to a project

SmartTask

Watch Tags Added to Task INSTANT

Triggers when a particular tag is added to a task in the organization

SmartTask

Watch Task Completion INSTANT

Triggers when a task is completed in a project

SmartTask

Watch Task Custom Field Updates INSTANT

Triggers when the custom field is updated in a task

SmartTask

Watch Task Reminders INSTANT

Triggers on task reminder notification.

SmartTask

Watch Task Updates INSTANT

Triggers when tasks are updated in a project

Salesforce

Watch Jobs

Triggers when a bulk data job is created.

Salesforce

Watch Records

Triggers when a record is created or updated in an object.

Actions

SmartTask

Add a Task Comment

Add comment to a task

SmartTask

Add File Link To Task

Add file link url to list of files in a Task

SmartTask

Add Task Reminder

Adds reminder to a task

SmartTask

Create Contact

Creates a new contact in SmartTask

SmartTask

Create Task

Creates a new task in SmartTask

SmartTask

Get Task

Fetches a particular task

SmartTask

Update a Task's Description

Updates description of the task

SmartTask

Update a Task's Name

Update Taskname

SmartTask

Update a Task's Status

Update status of a Task

Salesforce

Complete/Abort a Job

Completes or aborts a job.

Salesforce

Create a Job

Creates a new bulk data job.

Salesforce

Create a Record

Creates a new record in an object.

Salesforce

Delete a Record

Deletes a record.

Salesforce

Download an Attachment/Document

Downloads an attachment or a document.

Salesforce

Get a Record

Gets a specified record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Salesforce

Post a Message to a Chatter Feed

Posts a message to a chatter feed.

Salesforce

Update a Record

Updates an existing record in an object.

Salesforce

Upsert a Record

Upserts a record.

Searches

SmartTask

Get Project Members

Fetches all project members

SmartTask

Get Subtasks

Fetches subtasks of a task

SmartTask

Get Task Contacts

Fetches contacts attached in a task

SmartTask

Get Task Reminders

Fetches reminders set on a task

SmartTask

Search Contacts By Email or Phone Number

Fetches contacts as per queried email or phone number

SmartTask

Search Contacts By Name

Fetches Contacts with name matching the one in the query

SmartTask

Search Tasks

Search Tasks by tags, projects and contacts (Note: There is a limit of 10 pages or 500 tasks in place.)

Salesforce

List Jobs

Retrieves all bulk data jobs in the organization.

Salesforce

List/Search Records

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Search Records

Searches for records in an object using SOSL query.

Integrate SmartTask, Salesforce with these services