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  • JobTread logoJobTread logo

Salesforce + JobTread Integrations

How to connect Salesforce + JobTread

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  • Salesforce triggers, actions, and search
    New Outbound Message
    Triggers when a new outbound message is received in Salesforce.
    Trigger
    Instant
  • Salesforce triggers, actions, and search
    New Record
    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    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
  • Salesforce triggers, actions, and search
    Updated Record
    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Add Contact to Campaign
    Adds an existing contact to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Add Lead to Campaign
    Adds an existing lead to an existing campaign.
    Action
    Write
  • Salesforce triggers, actions, and search
    Create Attachment
    Creates a new attachment (max 25MB).
    Action
    Write
  • Salesforce triggers, actions, and search
    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

  1. Step 1: Authenticate Salesforce and JobTread.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more
jobtread logo
jobtread logo

About JobTread

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

Related categories

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