Connect JobTread to Salesforce and automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate JobTread with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from JobTread
Setup an action from Salesforce
That’s it! You just connected JobTread to Salesforce
Connect JobTread and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Connect JobTread and Salesforce to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- OrganizationRequired
- Limit files uploaded to this type (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- JS CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Comment MessageRequired
- Target TypeRequired
- Target IdRequired
- Assignee Emails
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Customer IDRequired
- NameRequired
- Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Location IDRequired
- Description
- Name
- Account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- NameRequired
- Description
- Target TypeRequired
- Target IdRequired
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Task Type Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Vendor IDRequired
- NameRequired
- Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query (JSON)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Job IdRequired
- Description
- NameRequired
- Closed On
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Task IdRequired
- NameRequired
- Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- File URLsRequired
- Target TypeRequired
- Target IdRequired
- File Tag Names
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Job Number
- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- User Email
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- AccountRequired
- Opportunity
- Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Title
- Description
- Salesforce ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- Note
- Salesforce ObjectRequired
- IsPrivate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- OrganizationRequired
- Limit files uploaded to this type (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- AssigneeRequired
- Target TypeRequired
- Target IdRequired
- Notify
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Add Customer Contact
- Add Location
- Add Files to Customer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Job IDRequired
- DateRequired
- Notes
- Notify assignees
- Assignee Emails
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Account IDRequired
- Location NameRequired
- Location Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Add Vendor Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Target TypeRequired
- Target IdRequired
- Task Template NameRequired
- Start Date and Time
- Notify
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Customer Id
- NameRequired
- This customer is taxable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Location IdRequired
- Address
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Customer Id
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Customer Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Location NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Vendor Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- CampaignRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CampaignRequired
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Salesforce ObjectRequired
- Description
- IsPrivate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found