Connecteam + Salesforce

Create jobs in Connecteam from updated fields on records in Salesforce

Improve your business operations by linking your Salesforce records with Connecteam jobs. This workflow springs into action whenever there's an updated field on a record in Salesforce, instantly creating a job in Connecteam to reflect the changes. It's the perfect solution to keep your team tasks updated and streamlined, saving you time and ensuring accuracy with job creation.

When this happens...
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerScheduled
automatically do this!
Create Job
Creates a new job in the app.
ActionWrite

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Supported triggers and actions

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
- FormRequired
Trigger
Scheduled
Try It
New User
Triggers when a new user is added.
Trigger
Scheduled
Try It
- Time ClockRequired
- Assigned UserRequired
- Timezone
- Associated JobRequired
Action
Write
- TitleRequired
- Description
- Address
- Users or Groups
- Color
- Associated SchedulerRequired
Action
Write
- SchedulerRequired
- Shift titleRequired
- Color
- Shift StartRequired
- Shift EndRequired
- Timezone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you want to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
Action
Write
- Assigned user
- Time ClockRequired
- TimezoneRequired
- Start TimeRequired
- End TimeRequired
- Associated JobRequired
Action
Write
- Schedule IDRequired
- Shift IDRequired
Action
Write
- SchedulerRequired
- Shift IDRequired
- Shift Title
- Shift Start
- Shift End
- TimeZone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you what to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
- Color
Action
Write
- Form NameRequired
Action
Search
- Scheduler IDRequired
- Shift StartRequired
- Shift EndRequired
- Shift ID
- Shift Title
- Job ID
Action
Search
- User ID
- Full Name
- Phone Number
- Email Address
Action
Search

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
- Scheduler IDRequired
Trigger
Scheduled
Try It
- Archive by phone numberRequired
- User ID
- Phone Number
Action
Write
- Time ClockRequired
- Assigned UserRequired
- Timezone
Action
Write
- Associated SchedulerRequired
- TitleRequired
- Code
- Description
- Color
- Address
- Qualified Users or Groups
- TitleRequired
- Code
Action
Write
- Assigned Task BoardRequired
- Assigned Users
- TitleRequired
- Task StatusRequired
- Start TimeRequired
- Due DateRequired
- Description
Action
Write
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- User TypeRequired
- Email Address
- Send activation SMSRequired
Action
Write
- Form IDRequired
- Form Submission IDRequired
- Manager FieldsRequired
Action
Write
- Assigned UserRequired
- Policy NameRequired
- BalanceRequired
Action
Write
- Job Name
- Job ID
Action
Search
- Form IDRequired
- User ID
- Submission Start Date
- Submission End Date
Action
Search

About Connecteam

Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.

Learn more

Related categories

Scheduling & Booking

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

Related Zap Templates

Create shifts in Connecteam from updated records in Salesforce

Related Zap Templates

Create shifts in Connecteam from updated records in Salesforce

Connecteam + Salesforce

Create jobs in Connecteam from updated fields on records in Salesforce

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Find or Create Record

New Form Submission

New User

Clock In

Create Job

Create Shift

Create Timesheet Row

Delete Shift

Update Shift

Find Form

Find a Shift

Find User

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create File

Create Note

Create Record (UTC)

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record by Query

New Shift in Schedule

Archive User

Clock Out

Create Job With Sub-Jobs

Create Task

Create User

Update Form Submission

Update User Time Off Balance

Find a Job

Find Form Submission

About Connecteam

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates