Integrate Salesforce with Active Collab
Send information between Salesforce and Active Collab automatically, without writing any code, using Zoho Flow.
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Set up tasks in Active Collab when new tasks are initiated in Salesforce
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Active Collab when a new task is created in Salesforce.
How it works
- The flow triggers when a new task is created in Salesforce.
- Zoho Flow creates a new task in Active Collab.
Set up tasks in Active Collab when new tasks are initiated in Salesforce
Salesforce + Active Collab
Create a new task in Active Collab when a new order is created in Salesforce
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Active Collab whenever a new order is placed in Salesforce.
How it works
- The flow triggers when a new order is created in Salesforce.
- Zoho Flow creates a new task in Active Collab.
Create a new task in Active Collab when a new order is created in Salesforce
Salesforce + Active Collab
Build your own integrations between Salesforce and Active Collab
Connect Salesforce and Active Collab with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Salesforce and Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Event created
Triggers when a new event is created
Campaign updated
Triggers when a new campaign is updated
Opportunity updated
Triggers when an opportunity is updated
Campaign added
Triggers when a new campaign is added
Account created
Triggers when a new account is created
Event updated
Triggers when an event is updated
Contact created
Triggers when a new contact is created
Module entry updated
Triggers when a record is updated in the selected module
Account updated
Triggers when an account is updated
Order created
Triggers when a new order is created
Task created
Triggers when a new task is created
Opportunity added
Triggers when a new opportunity is added
Lead created
Triggers when a new lead is created
Solution updated
Triggers when an solution is updated
Product updated
Triggers when an product is updated
Note updated
Triggers when a note is updated
Task updated
Triggers when a task is updated
Case updated
Triggers when a case is updated
Note created
Triggers when a new note is created
Lead updated
Triggers when a lead is updated
Module entry added
Triggers when a new entry is added to the selected module
Solution added
Triggers when a new solution is added
Contact updated
Triggers when a contact is updated
Order updated
Triggers when an order is updated
Product added
Triggers when a new product is added
Case created
Triggers when a new case is created
Task closed
Triggers when a task is closed
Task updated
Triggers when the details of an existing task is updated
Task list created
Triggers when a new task list is created in a project
Project created
Triggers when a new project is created
Comment added
Triggers when a comment is added to an object
Task moved
Triggers when a task is moved from one task list to another
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create order
Creates a new order
Create task
Creates a new task
Create product
Creates a new product
Create event
Creates a new event
Create note
Creates a new note
Create account
Creates a new account
Create campaign
Creates a new campaign
Create case
Creates a new case
Create opportunity
Creates a new opportunity
Create custom module entry
Creates a new entry in the selected module
Create solution
Creates a new solution
Create contact
Creates a new contact
Update custom module entry
Updates the details of entry in the selected module
Update product
Updates the details of an existing product
Update contact
Updates the details of an existing contact
Update opportunity
Updates the details of an existing opportunity
Update account
Updates the details of an existing account
Update case
Updates the details of an existing case
Update campaign
Updates the details of an existing campaign
Update task
Updates the details of an existing task
Update order
Updates the details of an existing order
Update note
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update solution
Updates the details of an existing solution
Update event
Updates the details of an existing event
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Fetch account
Fetches the details of an existing account by name or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch case
Fetches the details of an existing case by subject or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch order
Fetches the details of an existing order by number or ID
Add comment to discussion
Adds a new comment to discussion
Create task
Creates a new task
Create project
Creates a new project
Add comment to task
Creates a new comment in the selected task
Create company
Creates a new company
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update company
Updates the details of an existing company
Move task
Moves the specified task to the selected task list
Fetch label
Fetches the details of an existing label by ID or name
Fetch project
Fetches the details of an existing project by ID or name
Fetch currency
Fetches the details of an existing currency by ID, name, or code
Fetch company
Fetches the details of an existing company by ID or name
Fetch user
Fetches the details of an existing user by email address
Fetch task
Fetches the details of an existing task
Fetch template
Fetches the details of an existing template
Fetch category
Fetches the details of an existing category by ID or name
What is Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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