How to connect Salesforce + JobTread
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- 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
- 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.
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