1.Captures reassigned case fields
Integrate Salesforce and CRM triggers to capture case and account references for mapping time-tracking records.
Create time tracking project from reassigned support case
Automatically detect case owner changes across Salesforce and route timing setup using Filter by Zapier. Create and update Toggl Track projects when case owner changes, case fields update, or case reassignmentβso you can start recording billable hours, keep projects linked to cases, and set billing rules without manual setup.
How this automation links support cases to time projects
When a case is reassigned and project setup lags, billable hours get missed and consulting teams wait. This automation captures case details, filters qualifying cases, then creates or finds Toggl Track projects and attaches the project link back to Salesforceβso your team can record hours immediately.
Salesforceor swap with your favorite app
2.Continues only qualifying cases
Integrate Filter by Zapier and automation rules to exclude solved statuses, skip matched subjects, and gate by date.
Filter by Zapieror swap with your favorite app
3.Finds the matching client account
Integrate Salesforce and CRM mapping tools to find the account and map account name to the client reference.
4.Finds or maps the client
Integrate Toggl Track and workspace directories to find the client by mapped account name and get the client ID.
Toggl Trackor swap with your favorite app
5.Creates or finds the time project
Integrate Toggl Track and project management tools to create or locate the case-based project, set billing flags, and attach the project ID back to Salesforce.
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