Salesforce integration with ViewPoint VISUM
How to Add new Salesforce opportunities as cards on ViewPoint VISUM
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 "Add new Salesforce opportunities as cards on ViewPoint VISUM" 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 ViewPoint VISUM integrations
ViewPoint VISUM actions
Nekton can use any feature that is available in ViewPoint VISUM API.
Using our advanced AI, you can easily create custom automations for ViewPoint VISUM.
Here are some typical actions you can do in your automated workflows.
Create User
Creates a new user.
Create Card
Creates a new card.
Card Updated
Triggers when any card gets updated.
Card Status Changed
Triggers when card status gets changed
New Resource
Triggers when a new resource is created.
Card Reaches a Step
Triggers when card reaches a particular step.
About ViewPoint VISUM
ViewPoint VISUM is a great tool for Visual Portfolio Project Management. VISUM helps to deliver projects on time, in less time by streamlining execution. It simplifies managing projects by improving communication, collaboration and decision making.