Salesforce integration with PPM Express
How to Create PPM Express projects for newly-updated opportunities in Salesforce
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create PPM Express projects for newly-updated opportunities in Salesforce" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate PPM Express integrations
PPM Express actions
Nekton can use any feature that is available in PPM Express API.
Using our advanced AI, you can easily create custom automations for PPM Express.
Here are some typical actions you can do in your automated workflows.
Create Idea
Create new Idea
Create Project Key Date
Create new Project Key Date
Update Idea
Update Idea
Update Project
Update Project
Update Project Task
Update Project Task
Get Key Date by Id
Gets Key Date by Id
About PPM Express
PPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing projects in Microsoft Planner, Azure DevOps, Jira Software, Monday.com, and Microsoft Project Online to get a big picture view of your projects and product portfolio.