Urbanise FM + Salesforce Integrations, Built by an AI Agent
Put Urbanise FM + Salesforce to work with AI and enterprise-grade automation
Learn more about Urbanise FM integrations or talk to a human
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Workflows you can build between Urbanise FM and Salesforce
See the kind of workflows teams build with Urbanise FM and Salesforce below — describe the exact one you want above and the Agent builds it on demand.
Urbanise FM + Salesforce
When invoice status changes in Urbanise FM, update billing status on the Salesforce account.
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Generate project tasks when deals are won
When a deal is won in Salesforce, automatically create a project task in Urbanise FM to kick off client onboarding.
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Log activity in CRM when task comments are added
When a comment is added to a client task in Urbanise FM, 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 Urbanise FM and Salesforce?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Urbanise FM and Salesforce
Everything Urbanise FM and Salesforce can do inside a workflow — the triggers that start one and the actions that run when it fires.
Urbanise FM Explore Urbanise FM →
Urbanise FM is a facilities management platform that streamlines property operations, asset maintenance, and work order tracking.
TriggersTriggers When An Account Has Been Created.
Triggers When An Account Has Been Updated.
Triggers when an Invoice's Status Changes.
Triggers When A Property Has Been Created.
Triggers When A Property Has Been Updated.
Triggers When A Supplier Has Been Created.
Add Document to Job.
Add Document to Service Request.
Comment on an Job
Comment on a Work Order
Create an Account
Create Property
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.
1st things 1st
1st things 1st is prioritization software designed to help teams analyze, rank, and organize project goals and tasks.
Accelo
Accelo is a cloud service operations platform designed to automate client work, retainers, and business management workflows.
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.
AdaptiveWork
AdaptiveWork is an enterprise project and portfolio management solution that helps teams track work, resources, and project status.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
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.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
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.
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 Urbanise FM + Salesforce
Is there a pre-built Urbanise FM + Salesforce automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Urbanise FM and Salesforce's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Urbanise FM or Salesforce connector?
No. The Agent works whether or not Urbanise FM 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 Urbanise FM 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 Urbanise FM.