Salesforce + JobTread Integrations

How to connect Salesforce + JobTread

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Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
Updated Field on Record
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.).
Trigger
Scheduled
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Action
Write
Create Attachment
Creates a new attachment (max 25MB).
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
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
JobTread
Triggers when a contact is created for a customer.
Instant
Trigger
JobTread
Triggers when a customer is created.
Instant
Trigger
JobTread
Triggers when a customer is updated.
Instant
Trigger
JobTread
Triggers when a document is created.
Instant
Trigger
JobTread
Triggers when a document is updated.
Instant
Trigger
JobTread
Triggers when a file is created.
Instant
Trigger
JobTread
Triggers when a job is created.
Instant
Trigger
JobTread
Triggers when a job is updated.
Instant
Trigger
JobTread
Triggers when a task is created.
Instant
Trigger
JobTread
Triggers when a task is updated.
Instant
Trigger
JobTread
Triggers when a contact is created for a vendor.
Instant
Trigger
JobTread
Triggers when a vendor is created.
Instant
Trigger
JobTread
Triggers when a vendor is updated.
Instant
Trigger
JobTread
Create a comment on a JobTread item.
Scheduled
Action
JobTread
Create a new customer including optional contacts, locations, and jobs.
Scheduled
Action
JobTread
Create a new contact for a customer.
Scheduled
Action
JobTread
Create a new job.
Scheduled
Action
JobTread
Create a new location.
Scheduled
Action
JobTread
Create a new task.
Scheduled
Action
JobTread
Create a new vendor including optional contacts, locations, and jobs.
Scheduled
Action
JobTread
Create a new contact for a vendor.
Scheduled
Action
JobTread
Update an existing job.
Scheduled
Action
JobTread
Update an existing task.
Scheduled
Action
JobTread
Upload files to a JobTread item.
Scheduled
Action
JobTread
Search for a customer by name.
Scheduled
Action
JobTread
Search for a job by number.
Scheduled
Action
JobTread
Search for a location by name
Scheduled
Action
JobTread
Search for a membership by user name or email address.
Scheduled
Action
JobTread
Search for a vendor by name.
Scheduled
Action

How Salesforce + JobTread Integrations Work

Step 1: Authenticate Salesforce and JobTread.
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.

Connect apps

Connect Salesforce + JobTread

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Related categories

Project Management

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