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.
TriggerScheduled
automatically do this!
Create Job
Creates a new job.
ActionWrite

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Supported triggers and actions

What does this mean?

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
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

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
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
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
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

About ClickTime

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

Help

Related categories

Time Tracking Software

Similar apps

About Salesforce

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

Learn more Help

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 Outbound Message

Updated Field on Record

Disclaimer

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Use Assignment Rules

Update Contact

Update Record

Use Assignment Rules

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Record

Second Field to Search By

Second Search Value

Search Operator

Find Record(s) by Query

Find or Create Record

Second Field to Search By

Second Search Value

Search Operator

Use Assignment Rules

Create Client

Active

Notes

Client Number

Create Job

Accounting Package ID

Active

Billable

Notes

Project Manager User ID

Create My Time Off Entry

Notes

Create Time Entry (Use by Admin Only)

Billing Rate

Cost Rate

Comment

Create User

Role

Accounting Package ID

Active

Allow Incomplete Timesheet Submission

Notes

Update Division

Division ID

Accounting Package ID

IsActive

Division Name

Update User

Accounting Package ID

Division ID

Employee Number

Employee Name

Role

IsActive

Billing Rate

Find Division

Find My Time Entries

Find Task

Find or Create Client

Active

Notes

Client Number

Find or Create Job

Accounting Package ID

Active