How to connect Clockify + Salesforce
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- New ClientTriggers when a new client is added to a workspace.Trigger
- New ProjectTriggers when a new project is added to a workspace.Trigger
- New TagTriggers when a new tag is added to a workspace.Trigger
- New TaskTriggers when a new task is added to a project on a specified workspace.Trigger
- New Time EntryTriggers when a new time entry is added.Trigger
- New Timer StartedTriggers when a new entry is started and running.Trigger
- New WorkspaceTriggers when a new workspace is created.Trigger
- Create TaskCreates a task on a specified project.Action
- Clockify
Creates a client on a specified workspace.
Scheduled
Action
- Clockify
Creates a project on a specified workspace.
Scheduled
Action
- Clockify
Creates a tag on a specified workspace.
Scheduled
Action
- Clockify
Creates a new time entry on a specified workspace.
Scheduled
Action
- Clockify
Starts a new time entry.
Scheduled
Action
- Clockify
Stops currently running time entry on a specified workspace.
Scheduled
Action
- Clockify
Finds a client by name on a specified workspace.
Scheduled
Action
- Clockify
Finds a project by name on a specified workspace.
Scheduled
Action
- Clockify
Finds a currently running time entry on a specified workspace.
Scheduled
Action
- Clockify
Finds a tag on a specified workspace.
Scheduled
Action
- Clockify
Finds a task by name on a specified project and workspace.
Scheduled
Action
- Clockify
Finds a time entry by description, start datetime or end datetime.
Scheduled
Action
- Clockify
Finds a client by name on a specified workspace.
Scheduled
Action
- Clockify
Finds a project by name on a specified workspace.
Scheduled
Action
- Clockify
Finds a currently running time entry on a specified workspace.
Scheduled
Action
- Clockify
Finds a tag on the specified workspace.
Scheduled
Action
- Clockify
Finds a task by name on a specified project and workspace.
Scheduled
Action
- Clockify
Finds a time entry by description, start datetime or end datetime
Scheduled
Action
- Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
How Clockify + Salesforce Integrations Work
- Step 1: Authenticate Clockify and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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