Clockify + Salesforce

Clockify + Salesforce integrations

Create Clockify clients from updated Salesforce records

Streamline your client management by linking your Salesforce and Clockify applications. When a change occurs in a record field in Salesforce, this initiates a corresponding entry creating a new client in Clockify. This seamless workflow saves you valuable time while ensuring the accuracy and consistency of client data across your sales and time tracking tools.

When this happens...
Updated Field on RecordTriggers 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.).
TriggerPolling
automatically do this!
Create ClientCreates a client on a specified workspace.
ActionWrite

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More things you can do with Salesforce and Clockify

Discover other triggers and actions you can use with Salesforce and Clockify

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Project
- Task
- Tags
Trigger
Polling
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Polling
Try It
- Workspace
  Required
- Client name
  Required
Action
Write
- Workspace
  Required
- Tag name
  Required
Action
Write
- Workspace
  Required
- Project
- Task
- Tags
- Description
- Is billable?
Action
Write
- Workspace
  Required
- Client name
  Required
Action
Search
- Workspace
  Required
Action
Search
- Workspace
  Required
- Project
  Required
- Task Name
  Required
Action
Search
- Workspace
  Required
- Client name
  Required
Action
Search or write
- Workspace
  Required
- Project
- Task
- Tags
- Description
- Is billable?
Action
Search or write
- Workspace
  Required
- Project
  Required
- Task name
  Required
- Status
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Project
  Required
Trigger
Polling
Try It
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Project
  Required
- Task name
  Required
- Status
Action
Write
- Workspace
  Required
- Project name
  Required
- Client
- Is project public?
- Is project billable?
Action
Write
- Workspace
  Required
- Start DateTime
  Required
- End DateTime
  Required
- Project
- Task
- Tags
- Description
- Billable
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Project Name
  Required
Action
Search
- Workspace
  Required
- Tag Name
  Required
Action
Search
- Workspace
  Required
- Description
- Time Entry Started After
- Time Entry Ended Before
- Project
- Task
- Tags
Action
Search
- Workspace
  Required
- Project name
  Required
- Client
- Is project public?
- Is project billable?
Action
Search or write
- Workspace
  Required
- Tag name
  Required
Action
Search or write
- Workspace
  Required
- Description
- Start DateTime
  Required
- End DateTime
  Required
- Project
- Task
- Tags
- Billable
Action
Search or write

About Clockify

Clockify is a completely free time tracking software for teams. It's a simple time tracker and timesheet app for tracking work hours on projects.

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Related categories

Time Tracking Software

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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