How to connect Salesforce + Clockify + Trello
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Do even more with Salesforce + Clockify + Trello
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Salesforce, Clockify, and Trello. And don’t forget that you can add more apps and actions to create complex workflows.
- New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger
- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- 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.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.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
- Clockify
Triggers when a new client is added to a workspace.
Scheduled
Trigger
- Clockify
Triggers when a new project is added to a workspace.
Scheduled
Trigger
- Clockify
Triggers when a new tag is added to a workspace.
Scheduled
Trigger
- Clockify
Triggers when a new task is added to a project on a specified workspace.
Scheduled
Trigger
- Clockify
Triggers when a new time entry is added.
Scheduled
Trigger
- Clockify
Triggers when a new entry is started and running.
Scheduled
Trigger
- Clockify
Triggers when a new workspace is created.
Scheduled
Trigger
- Clockify
Creates a task on a specified project.
Scheduled
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
- Trello
Triggers when a new board is added.
Scheduled
Trigger
- Trello
Triggers when a new card is added.
Scheduled
Trigger
- Trello
Triggers when a Card is archived in Trello.
Scheduled
Trigger
- Trello
Triggers when a Comment is added to a Card in Trello.
Scheduled
Trigger
- Trello
Triggers when there is activity in Trello.
Instant
Trigger
- Trello
Triggers when a Card is moved to a List in Trello,
Instant
Trigger
- Trello
Triggers at a specified time before a card is due.
Scheduled
Trigger
- Trello
Triggers when a Card is updated in Trello.
Instant
Trigger
- Trello
Triggers when a new checklist is created in Trello.
Scheduled
Trigger
- Trello
Triggers when a new label is created in Trello.
Scheduled
Trigger
- Trello
Triggers when a label is added in a Trello card.
Instant
Trigger
- Trello
Triggers when a new list on a board is added.
Scheduled
Trigger
- Trello
Triggers when this Trello account joins a card.
Scheduled
Trigger
- Trello
Triggers when you get a new notification in Trello.
Scheduled
Trigger
- Trello
Creates a new checklist item in a card.
Scheduled
Action
- Trello
Creates a new board.
Scheduled
Action
- Trello
Adds a new card on a specific board and list.
Scheduled
Action
- Trello
Archives a card.
Scheduled
Action
- Trello
Adds one or more attachments to a specific card.
Scheduled
Action
- Trello
Adds an existing label to a specific card.
Scheduled
Action
- Trello
Moves a specific card to a list on a specific board.
Scheduled
Action
- Trello
Adds one or more members to a specific card.
Scheduled
Action
- Trello
Update a card's name, description, due date, or position in list.
Scheduled
Action
- Trello
Adds a new (or existing) checklist to a card.
Scheduled
Action
- Trello
Closes a board without permanently deleting it.
Scheduled
Action
- Trello
Writes a new comment on a specific card.
Scheduled
Action
- Trello
Completes an existing checklist item in a card.
Scheduled
Action
- Trello
Creates a copy of an existing board.
Scheduled
Action
- Trello
Deletes an existing checklist on a card.
Scheduled
Action
- Trello
Adds a new label on a specific board.
Scheduled
Action
- Trello
Adds a new list on a specific board.
Scheduled
Action
- Trello
Removes an existing label from a card.
Scheduled
Action
- Trello
Finds a label on a particular board by name.
Scheduled
Action
- Trello
Finds a list on a particular board by name.
Scheduled
Action
- Trello
Finds a checklist on a particular board or card by name.
Scheduled
Action
- Trello
Finds a checklist item on a particular checklist by name.
Scheduled
Action
- Trello
Finds a board in your Trello organization by name.
Scheduled
Action
- Trello
Finds a card in your Trello organization by name, given a specified board and list. Does not search archived cards.
Scheduled
Action
- Trello
Finds a member in your Trello organization by name.
Scheduled
Action
- Trello
Finds or creates a specific board label.
Scheduled
Action
- Trello
Finds or creates a specific board list.
Scheduled
Action
- Trello
Finds or creates a specific checklist.
Scheduled
Action
- Trello
Finds or creates a specific organization board.
Scheduled
Action
- Trello
Finds or creates a specific organization card.
Scheduled
Action
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How Salesforce + Clockify + Trello Integrations Work
- Step 1: Authenticate Salesforce, Clockify, and Trello.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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