AdaptiveWork + Salesforce Integrations
Put AdaptiveWork + Salesforce to work with AI and enterprise-grade automation
Learn more about AdaptiveWork integrations or talk to a human
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Workflows you can build between AdaptiveWork and Salesforce
See the kind of workflows teams build with AdaptiveWork and Salesforce below — describe the exact one you want above and the Agent builds it on demand.
AdaptiveWork + Salesforce
When a new or updated object is detected in AdaptiveWork, locate the corresponding record in Salesforce and sync the updated fields automatically.
Generate project tasks when deals are won
When a deal is won in Salesforce, automatically create a project task in AdaptiveWork to kick off client onboarding.
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Update CRM deal stages when project tasks complete
When a milestone task is completed in AdaptiveWork, automatically update the deal stage in Salesforce to keep sales reps informed.
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Log activity in CRM when task comments are added
When a comment is added to a client task in AdaptiveWork, automatically log the activity in Salesforce on the customer record.
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Browse the full workflow library →
Looking to achieve something else with AdaptiveWork and Salesforce?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for AdaptiveWork and Salesforce
Everything AdaptiveWork and Salesforce can do inside a workflow — the triggers that start one and the actions that run when it fires.
AdaptiveWork Explore AdaptiveWork →
AdaptiveWork is an enterprise project and portfolio management solution that helps teams track work, resources, and project status.
TriggersTriggers when an object is created, modified or deleted in Clarizen.
Creates an object from a predefined template
Creates an object
Creates a new post
Update an object on Clarizen
Salesforce Explore Salesforce →
Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.
TriggersTriggers when a new Attachment is added to a case.
Triggers when a new Contact is created.
Triggers when a field is updated on the object specified. It will output the old and new field values.
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
Triggers when a new Lead is created.
Triggers when a new outbound message is received in Salesforce.
Adds an existing contact to an existing campaign.
Adds an existing file to an existing Record.
Adds an existing lead to an existing campaign.
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Adds an existing contact to an existing campaign.
Creates a new attachment (max 25MB).
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Aha!
A product roadmap and strategic planning software that helps product teams outline strategy, capture ideas, and manage feature releases.
airfocus
airfocus is product strategy and project management software that helps teams prioritize tasks and build visual product roadmaps.
Aisle Planner
Aisle Planner is an event management and design suite built specifically for wedding coordinators and event planning professionals.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
&Open Gifts
&Open Gifts is a corporate gifting platform that enables businesses to send physical and digital gifts to clients and employees.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
Abby Connect
Abby Connect is a virtual receptionist and answering service that manages incoming customer phone calls and live website chats.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about AdaptiveWork + Salesforce
Is there a pre-built AdaptiveWork + Salesforce automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches AdaptiveWork and Salesforce's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built AdaptiveWork or Salesforce connector?
No. The Agent works whether or not AdaptiveWork or Salesforce already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting AdaptiveWork and Salesforce help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in Salesforce automatically spin up project tasks?
Yes, when a deal is won or changes stages in Salesforce, you can instantly create initial project tasks in AdaptiveWork.