Salesforce + JobTread Integrations

How to connect Salesforce + JobTread

Zapier lets you send info between Salesforce and JobTread automatically—no code required.

When this happens...

New Outbound Message

Triggers when a new outbound message is received in Salesforce.

automatically do this!

Create Customer

Create a new customer including optional contacts, locations, and jobs.

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 Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Action
Write

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 file is created.
Instant
Trigger
JobTread
Triggers when a job is created.
Instant
Trigger
JobTread
Triggers when a contact is created for a vendor.
Instant
Trigger
JobTread
Triggers when a vendor is created.
Instant
Trigger
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 vendor including optional contacts, locations, and jobs.
Scheduled
Action
JobTread
Create a new contact for a vendor.
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 vendor by name.
Scheduled
Action

How Salesforce + JobTread Integrations Work

Step 1: Authenticate Salesforce + 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.