Create Automated Workflow to Monitor New Approvals on Salesforce and Take Prompt Actions
Monitor new approvals via alerts and automations on Salesforce. Create tasks for your team, and track each task till resolution
Start Monitoring and Managing Salesforce New Approvals in Salesforce
Create tasks in Asana for new approvals from Salesforce.
Create tasks in ClickUp for new approvals in Salesforce.
Create or update a ClickUp folder for new approvals in Salesforce.
Register a new approval from Salesforce in a Freshdesk ticket.
Record new approvals in Salesforce on Google Sheets.
Register a ticket on Intercom Help Desk for new approvals in Salesforce.
Register a Jira ticket for new approvals in Salesforce.
Get alerted of new approvals in Salesforce via chat or channel messages on Microsoft Teams.
Update columns in monday for reflecting new approvals in Salesforce.
Record monday updates to reflect new approvals in Salesforce.
Create monday items to reflect new approvals in Salesforce.
Record database item on Notion for new approvals in Salesforce.
Receive Slack notifications for any new approvals in Salesforce.
Generate Trello cards to organize new approvals in Salesforce.
Set up Trello boards to organize new approvals in Salesforce.
Open a Zendesk ticket for a new approval in Salesforce.
Generate an issue on Linear for new approvals in Salesforce.
Open a ticket on Zoho Desk for a new approval in Salesforce.
Monitor salesforce new approvals on Salesforce and get your team to act on them quickly
Get alerted on new approvals in Salesforce, and automatically create tasks for each alert for your team to work on
Get notified for every salesforce new approvals on Salesforce
Pre-built template to get started quickly
Get started without engineering dependency
Connect Salesforce with Slack, Zendesk and 30+ other tools
Create tasks/tickets for salesforce new approvals in Salesforce
Convert alerts to tasks and track them for proactive resolution
Set up escalation rules and resolve tasks across any tool
Don't miss out on high-priority, time-sensitive issues
Create playbooks and custom status of tasks on Locale
Mark tasks as “pending”, "reviewed", “in progress” etc
Setup human-in-the-loop workflows and analyze insights
Create action buttons for human input and approval
Use custom buttons like “approve”, “resolve”, "review" etc
Analytics on team performance
Get reports on TAT breaches, escalations, resolution % etc
Basic automations not good enough? Check out our advanced features
Help your team manage high-priority items with our advanced features.
Convert notifications to tasks
Ensure that necessary action is taken
Optional SQL Editor
For cases that involve complex business logic
Action buttons
Help your team take manual actions
Multi-Step Playbooks
Custom status to track progress on each action
3 levels of Escalation
Ensure tasks are prioritized and done on time
Insights on Team Performance
Measure how your team is performing