Salesforce integration with Project.co
How to Create projects in Project.co for newly won Salesforce opportunities
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
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create projects in Project.co for newly won Salesforce opportunities" and then click on "Automate".
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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 Project.co integrations
Project.co actions
Nekton can use any feature that is available in Project.co API.
Using our advanced AI, you can easily create custom automations for Project.co.
Here are some typical actions you can do in your automated workflows.
Create Group
Creates a group
Create Comment on Project
Creates a new comment inside a project's discussion
Create Comment on Task
Creates a new comment inside a task's discussion
Update Project
Updates a project if it exists
Find or Create Group
Finds a group by name or ID and creates a new one if search has no results.
Find or Create Task
Finds a task by name or ID and corresponding project and creates a new one if search has no results.
About Project.co
Project.co is a project management software tool for service businesses. Collaborate with your clients and team so all your project information is in one place.