ClickTime + Salesforce integrations
Add new Salesforce opportunities as ClickTime jobs
Your sales team has identified an opportunity and they'd like some assets from your fulfillment team - but that team is waiting on you, their ClickTime administrator, to create a new job in ClickTime so they can record time worked against it. Skip the wait with this Zapier automation and have that job automatically created for you in ClickTime as soon as that Salesforce opportunity is created.
- When this happens...

New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.TriggerPolling - automatically do this!

Create JobCreates a new job.ActionWrite
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Salesforce and ClickTime
Discover other triggers and actions you can use with Salesforce and ClickTime
New Case AttachmentTriggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New LeadTriggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create ContactCreates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Title
- Description
- Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FlowRequired
- Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query TypeRequired
- Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your app- Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Client NameRequired
- Client Short NameRequired
- Active
- Notes
- Client Number
- Accounting Package ID
- Billing Rate
- Is Eligible Time Off Allocation
- Secondary Billing Rate Mode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
- Job NameRequired
- Job NumberRequired
- Active
- Notes
- Billable
- Billing Rate
- Accounting Package ID
- Project Manager User ID
- Start Date
- End Date
- Include In RM
- Is Eligible Time Off Allocation
- Secondary Billing Rate Mode
- Time Requires Approval
- Use Company Billing Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Time Off Type IDRequired
- DateRequired
- HoursRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- JobRequired
- TaskRequired
- DateRequired
- HoursRequired
- Billing Rate
- Cost Rate
- Comment
- Break Time
- Start Time
- End Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee NameRequired
- EmailRequired
- Role
- Division IDRequired
- Active
- Employee Number
- Accounting Package ID
- Allow Incomplete Timesheet Submission
- Billing Rate
- Cost Model
- Cost Per Timesheet
- Cost Rate
- Default Task ID
- Employment Type ID
- Enable Break Time
- End Date
- Expense Approver ID
- GDPR Consent Status
- Include In RM
- Minimum Time Hours
- Minimum Time Period
- Notes
- Payroll Type
- Preferred Time Entry View
- Preferred Time Format
- Require Comments
- Require Start End Time
- Require Stopwatch
- Secondary Billing Rate Mode
- Security Level
- Skip Weekend
- Start Date
- Subject To Expense Approval
- Subject To Timesheet Approval
- Subject To Timesheet Completion
- Time Off Approver ID
- Timesheet Approver ID
- Use Company Billing Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Division IDRequired
- Division Name
- Active
- Notes
- Accounting Package ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Time Entry IDRequired
- Job ID
- Task ID
- Date
- Hours
- Billing Rate
- Cost Rate
- Comment
- Break Time
- Start Time
- End Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Time Entry IDRequired
- Job ID
- Task ID
- Date
- Hours
- Billing Rate
- Cost Rate
- Comment
- Break Time
- Start Time
- End Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- From DateRequired
- To DateRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Division NameRequired
- Active
- Notes
- Accounting Package ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Task NameRequired
- Task CodeRequired
- Active
- Notes
- Billable
- Billing Rate
- Accounting Package ID
- Use Company Billing Rate
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New ContactTriggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Outbound MessageTriggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Disclaimer
- Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CampaignRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CampaignRequired
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note TitleRequired
- Note ContentRequired
- Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Warning
- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SOSL QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Division NameRequired
- Active
- Notes
- Accounting Package ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job IDRequired
- Task IDRequired
- Date
- HoursRequired
- Billing Rate
- Cost Rate
- Comment
- Break Time
- Start Time
- End Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task NameRequired
- Task CodeRequired
- Active
- Notes
- Billable
- Billing Rate
- Accounting Package ID
- Use Company Billing Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Time Off TypeRequired
- DateRequired
- HoursRequired
- Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
- Client Name
- Client Short Name
- Active
- Notes
- Client Number
- Accounting Package ID
- Billing Rate
- Is Eligible Time Off Allocation
- Secondary Billing Rate Mode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job IDRequired
- Job Name
- Job Number
- Active
- Notes
- Billable
- Billing Rate
- Accounting Package ID
- Project Manager User ID
- Start Date
- Include In RM
- End Date
- Is Eligible Time Off Allocation
- Secondary Billing Rate Mode
- Time Requires Approval
- Use Company Billing Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Task Name
- Task Code
- Active
- Notes
- Billable
- Billing Rate
- Accounting Package ID
- Use Company Billing Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- Employee Name
- Email
- Role
- Division ID
- Active
- Employee Number
- Accounting Package ID
- Allow Incomplete Timesheet Submission
- Billing Rate
- Cost Model
- Cost Per Timesheet
- Cost Rate
- Default Task ID
- Employment Type ID
- Enable Break Time
- End Date
- Expense Approver ID
- GDPR Consent Status
- Include In RM
- Minimum Time Hours
- Minimum Time Period
- Notes
- Payroll Type
- Preferred Time Entry View
- Preferred Time Format
- Require Comments
- Require Start End Time
- Require Stopwatch
- Secondary Billing Rate Mode
- Security Level
- Skip Weekend
- Start Date
- Subject To Expense Approval
- Subject To Timesheet Approval
- Subject To Timesheet Completion
- Time Off Approver ID
- Timesheet Approver ID
- Use Company Billing Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Start DateRequired
- End DateRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client NameRequired
- Client Short NameRequired
- Active
- Notes
- Client Number
- Accounting Package ID
- Billing Rate
- Is Eligible Time Off Allocation
- Secondary Billing Rate Mode
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Job NameRequired
- Client IDRequired
- Job NumberRequired
- Active
- Notes
- Billable
- Billing Rate
- Accounting Package ID
- Project Manager User ID
- Start Date
- End Date
- Include In RM
- Is Eligible Time Off Allocation
- Secondary Billing Rate Mode
- Time Requires Approval
- Use Company Billing Rate
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- EmailRequired
- Employee NameRequired
- EmailRequired
- Role
- Division IDRequired
- Active
- Employee Number
- Accounting Package ID
- Allow Incomplete Timesheet Submission
- Billing Rate
- Cost Model
- Cost Per Timesheet
- Cost Rate
- Default Task ID
- Employment Type ID
- Enable Break Time
- End Date
- Expense Approver ID
- GDPR Consent Status
- Include In RM
- Minimum Time Hours
- Minimum Time Period
- Notes
- Payroll Type
- Preferred Time Entry View
- Preferred Time Format
- Require Comments
- Require Start End Time
- Require Stopwatch
- Secondary Billing Rate Mode
- Security Level
- Skip Weekend
- Start Date
- Subject To Expense Approval
- Subject To Timesheet Approval
- Subject To Timesheet Completion
- Time Off Approver ID
- Timesheet Approver ID
- Use Company Billing Rate
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Related categories
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories





