Salesforce + Clockify Integrations

How to connect Salesforce + Clockify

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Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
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.).
Trigger
Scheduled
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Action
Write
Create Attachment
Creates a new attachment (max 25MB).
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
Clockify
Triggers when a new client is added to a workspace.
Scheduled
Trigger
Clockify
Triggers when a new project is added to a workspace.
Scheduled
Trigger
Clockify
Triggers when a new tag is added to a workspace.
Scheduled
Trigger
Clockify
Triggers when a new task is added to a project on a specified workspace.
Scheduled
Trigger
Clockify
Triggers when a new time entry is added.
Scheduled
Trigger
Clockify
Triggers when a new entry is started and running.
Scheduled
Trigger
Clockify
Triggers when a new workspace is created.
Scheduled
Trigger
Clockify
Creates a task on a specified project.
Scheduled
Action
Clockify
Creates a client on a specified workspace.
Scheduled
Action
Clockify
Creates a project on a specified workspace.
Scheduled
Action
Clockify
Creates a tag on a specified workspace.
Scheduled
Action
Clockify
Creates a new time entry on a specified workspace.
Scheduled
Action
Clockify
Starts a new time entry.
Scheduled
Action
Clockify
Stops currently running time entry on a specified workspace.
Scheduled
Action
Clockify
Finds a client by name on a specified workspace.
Scheduled
Action
Clockify
Finds a project by name on a specified workspace.
Scheduled
Action
Clockify
Finds a currently running time entry on a specified workspace.
Scheduled
Action
Clockify
Finds a tag on a specified workspace.
Scheduled
Action
Clockify
Finds a task by name on a specified project and workspace.
Scheduled
Action
Clockify
Finds a time entry by description, start datetime or end datetime.
Scheduled
Action
Clockify
Finds a client by name on a specified workspace.
Scheduled
Action
Clockify
Finds a project by name on a specified workspace.
Scheduled
Action
Clockify
Finds a currently running time entry on a specified workspace.
Scheduled
Action
Clockify
Finds a tag on the specified workspace.
Scheduled
Action
Clockify
Finds a task by name on a specified project and workspace.
Scheduled
Action
Clockify
Finds a time entry by description, start datetime or end datetime
Scheduled
Action

How Salesforce + Clockify Integrations Work

Step 1: Authenticate Salesforce and Clockify.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.