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Create Salesforce Service Cloud Workflows in Minutes

Call via Twilio on a Issue is closed in Salesforce Service Cloud
Create a task in sharepoint on a New issue in Salesforce Service Cloud
Create contact in Outlook on a Issue Updated in Salesforce Service Cloud
Create contact in Outlook on a New Issue in Salesforce Service Cloud
Send message in Twilio on a New Issue created in Salesforce Service Cloud
Add contact in Office 365 on a Issue Updated in Salesforce Service Cloud
Add contact in Office 365 on a New Issue in Salesforce Service Cloud
Create issue in Jira on a New issue in Salesforce Service Cloud
Create Microsoft Azure AD and ServiceNow workflow in minutes

Trigger

Case Updated

Case update in Salesforce Service Cloud

Contact Updated

Contact update in Salesforce Service Cloud

New Case Created

New case in Salesforce Service Cloud

New Contact Added

New contact in Salesforce Service Cloud

Actions

New Case

Create case in Salesforce Service Cloud

Create Contact

Create contact in Salesforce Service Cloud

Get Case Details

Get case details from Salesforce Service Cloud

Update Contact

Update contact in Salesforce Service Cloud

cahe_manager

Robert Zeitz

Director of Cloud Applications & Service Delivery

Quotes

After using a few different automation workflow programs, we decided to go with Workativ for its easy-to-use interface and systems integration. Using Workativ feels like it was truly designed with the user in mind. More importantly, the Workativ team has shown tremendous customer support, allowing us to continue to expand their software’s capabilities to meet our needs.

The Workativ team always considers the users feed backs and needs to create brand new features allowing us to design out the exact workflow we need. With their support we have been able to automate our onboarding, offboarding, and up keeping our employee data across all systems.

We look forward to further exploring the world of automation with their help!

Why Workativ Automate?

Most workflow products are complex, expensive, and bloated with things that you don’t need. Workativ Automate is purpose built iPaaS to help you connect and automate your workplace tasks. It’s easy to use yet powerful, and affordable to all.

join leading innovators

Simple and Intuitive

Create app integrations and workflows using simple UI interface. No coding or developer support required.

Powerful Tools

Format data, add conditional logic, set approvals, or time intervals into your workflows.

100+ Connectors

Connect 100+ cloud apps. Use app triggers, webhooks to run your workflows.

Secure & Reliable

Data encryption at rest and transit, data retention controls and audit logs. ISO 27001 certified.

Salesforce Service CloudJira

Automate your tickets, user management, and IT operations in Salesforce Service Cloud. Automate your tasks, user management, and updates in Jira.Do much more by connecting Salesforce Service Cloud and Jira.

Salesforce Service CloudMicrosoft Teams

Automate your tickets, user management, and IT operations in Salesforce Service Cloud. Send automated notifications and messages to users or channels in Microsoft Teams.Do much more by connecting Salesforce Service Cloud and Microsoft Teams.

Salesforce Service CloudOutlook

Automate your tickets, user management, and IT operations in Salesforce Service Cloud. Send automated emails in Microsoft Outlook.Do much more by connecting Salesforce Service Cloud and Outlook.