1.Detects case owner change
Integrate Salesforce to detect when an updated field on record changes case ownership.
Create time project from updated case for advisors
Automatically detect case ownership changes on records across Salesforce and Toggl Track. Create and update when case ownership shifts, owner changes on cases, or case fields updateβso you can link clients, create projects, and set billable flags without manual time setup.
How this automation speeds up client and project setup
When a Salesforce owner change updates a case, time entry setup gets delayed and hours miss the moment intent is captured. This automation filters qualifying cases, finds matching clients, and creates projects in Toggl Trackβso your team can log hours without manual configuration.
Salesforceor swap with your favorite app
2.Filters qualifying cases
Integrate Filter by Zapier to continue only for ownership-changed cases that meet your cutoff rules.
Filter by Zapieror swap with your favorite app
3.Finds related account record
Integrate Salesforce to find the related account and map account name into a client lookup field.
4.Finds matching client
Integrate Toggl Track to search for the client workspace entry by mapped account name.
Toggl Trackor swap with your favorite app
5.Creates or finds project
Integrate Toggl Track to find or create a project and set visibility and billable flags for time tracking.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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