Salesforce + Timely Time Tracking

Create new Timely Time Tracking clients from new Salesforce records

Simplify your sales and time-tracking process on Salesforce and Timely Time Tracking. This workflow springs into action as soon as a new record appears in Salesforce, swiftly creating a new client in your Timely Time Tracking application. It's a fuss-free way to streamline your record-keeping, helping you save time while making sure that every new Salesforce record has a corresponding client in Timely Time Tracking.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create Client
Creates a Client
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- FlowRequired
- Manual flow input parameters
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Query TypeRequired
- Include Deleted Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- WorkspaceRequired
Trigger
Polling
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- WorkspaceRequired
Trigger
Polling
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- WorkspaceRequired
Trigger
Polling
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- WorkspaceRequired
Trigger
Polling
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- WorkspaceRequired
- Log time for another user
- DateRequired
- Note
- ProjectRequired
- Logged duration (in hours)Required
- Logged Duration (in minutes)Required
- Timestamp (Start)
- Timestamp (End)
- Planned duration (in hours)
- Planned duration (in minutes)
- Tags
- External ID
Action
Write
- WorkspaceRequired
- TitleRequired
- Description
- ProjectRequired
- Tags
- User
- Estimated effort of the task in minutesRequired
- Start dateRequired
- End dateRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- WorkspaceRequired
- Tag List NameRequired
- Tag Name
Action
Search
- WorkspaceRequired
- Search Term CategoryRequired
- Search TermRequired
Action
Search
- WorkspaceRequired
- Client IdentificationRequired
- Search Term CategoryRequired
- Search TermRequired
- NameRequired
- Client Identification Preference
- Project Description
- ColorRequired
- External ID
- Require a note to be added to each hour logged for this projectRequired
- User Identification Preference
- User Identification (Not Required for All Users)
- Hour Rate Type
- Hour Rate
- Budget Type
- Budget Amount
- Recurring Budget
- Tags
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Workspace
Triggers when a workspace is created.
Trigger
Polling
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- WorkspaceRequired
Trigger
Polling
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- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
- Entry typesRequired
Trigger
Instant
Try It
- WorkspaceRequired
- NameRequired
- External ID
Action
Write
- WorkspaceRequired
- NameRequired
- Client Identification Preference
- Client IdentificationRequired
- Project Description
- ColorRequired
- External ID
- Require a note to be added to each hour logged for this projectRequired
- User Identification Preference
- User Identification (Not Required for All Users)
- Hour Rate Type
- Hour Rate
- Budget Type
- Budget Amount
- Recurring Budget
- Tags
Action
Write
- WorkspaceRequired
- NameRequired
- EmailRequired
- RoleRequired
- Add person to all projects
- Projects
- Default billable rate
- Cost rate
Action
Write
- WorkspaceRequired
- Search Term CategoryRequired
- Search TermRequired
Action
Search
- WorkspaceRequired
- ClientRequired
- Search Term CategoryRequired
- Search TermRequired
Action
Search
- WorkspaceRequired
- Search Term CategoryRequired
- Search TermRequired
- NameRequired
- External ID
Action
Search or write
- WorkspaceRequired
- Search Term CategoryRequired
- Search TermRequired
- NameRequired
- EmailRequired
- RoleRequired
- Add person to all projects
- Projects
- Default billable rate
- Cost rate
Action
Search or write

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Timely Time Tracking

Timely Time Tracking automates company time tracking, so everyone can focus on the work that matters.

Learn more

Related categories

Time Tracking Software

Salesforce + Timely Time Tracking

Create new Timely Time Tracking clients from new Salesforce records

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Launch Flow

Send Email

Update Lead

Update Record (UTC)

Custom SOQL Query

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

New Client

New or Updated Project

New Time Entry

New Project

Log Time Entry

Create Task

API Request (Beta)

Find Tag List and Tag

Find User

Find or Create Project

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Run Report

Update Contact

Update Record

API Request (Beta)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

New Workspace

New or Updated Time Entry

New or Updated Person

New And/Or Updated Time Entry (Only Admin Users)

Create Client

Create Project

Create Person

Find Client

Find Project

Find or Create Client

Find or Create User

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Timely Time Tracking

Related categories