ClickTime + Salesforce

Add new Salesforce opportunities as ClickTime jobs

Your sales team has identified an opportunity and they'd like some assets from your fulfillment team - but that team is waiting on you, their ClickTime administrator, to create a new job in ClickTime so they can record time worked against it. Skip the wait with this Zapier automation and have that job automatically created for you in ClickTime as soon as that Salesforce opportunity is created.

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 Job
Creates a new job.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
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
- 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
- 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
- Division NameRequired
- Active
- Notes
- Accounting Package ID
Action
Write
- Billing Rate
- Break Time
- Comment
- Cost Rate
- Date
- End Time
- HoursRequired
- Job IDRequired
- Start Time
- Task IDRequired
Action
Write
- Task NameRequired
- Task CodeRequired
- Active
- Notes
- Accounting Package ID
Action
Write
- UserRequired
- Time Off TypeRequired
- DateRequired
- HoursRequired
- Comment
Action
Write
- Client IDRequired
- Name
- Short Name
- Accounting Package ID
- Billing Rate
- Is Active
Action
Write
- Job IDRequired
- IsActive
- Accounting Package ID
- Billing Rate
Action
Write
- NameRequired
Action
Search
- Job NameRequired
Action
Search
- From DateRequired
- To DateRequired
Action
Search
- EmailRequired
Action
Search
- Division NameRequired
- Active
- Notes
- Accounting Package ID
Action
Search or write
- Task NameRequired
- Task CodeRequired
- Active
- Notes
- Accounting Package ID
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
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
- 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
- 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
- Client NameRequired
- Client Short NameRequired
- Active
- Notes
- Client Number
Action
Write
- Job NameRequired
- Job NumberRequired
- Client IDRequired
- Accounting Package ID
- Active
- Billable
- Notes
- Project Manager User ID
Action
Write
- Time Off Type IDRequired
- DateRequired
- HoursRequired
- Notes
Action
Write
- UserRequired
- JobRequired
- TaskRequired
- DateRequired
- HoursRequired
- Billing Rate
- Cost Rate
- Comment
Action
Write
- Employee NameRequired
- EmailRequired
- Role
- DivisionIDRequired
- Accounting Package ID
- Active
- Allow Incomplete Timesheet Submission
- Notes
Action
Write
- Division ID
- Accounting Package ID
- IsActive
- Division Name
Action
Write
- User IDRequired
- Accounting Package ID
- Division ID
- Employee Number
- Employee Name
- Role
- IsActive
- Billing Rate
Action
Write
- NameRequired
Action
Search
- Start DateRequired
- End DateRequired
Action
Search
- Task nameRequired
Action
Search
- Client NameRequired
- Client Short NameRequired
- Active
- Notes
- Client Number
Action
Search or write
- Job NameRequired
- Job NumberRequired
- Client IDRequired
- Accounting Package ID
- Active
- Billable
- Notes
- Project Manager User ID
Action
Search or write
- EmailRequired
- Employee NameRequired
- EmailRequired
- Role
- DivisionIDRequired
- Accounting Package ID
- Active
- Allow Incomplete Timesheet Submission
- Notes
Action
Search or write

About ClickTime

ClickTime is an Online Timesheets, Employee Resource Management, and Expense software.

Related categories

Time Tracking Software

Similar apps

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

ClickTime + Salesforce

Add new Salesforce opportunities as ClickTime jobs

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Create Division

Create My Time Entry

Create Task

Create Time Off Entry (Use by Admin Only)

Update Client

Update Job

Find Client

Find Job

Find My Time Off Entries

Find User

Find or Create Division

Find of Create Tasks

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Create Client

Create Job

Create My Time Off Entry

Create Time Entry (Use by Admin Only)

Create User

Update Division

Update User

Find Division

Find My Time Entries

Find Task

Find or Create Client

Find or Create Job

Find or Create User

About ClickTime

Related categories

Similar apps

Noko

ActiveCollab

Tick

About Salesforce

Related categories

Similar apps

Zapier Interfaces