Add a record to Salesforce when a task is added in Clockify

■Overview

Do you use Clockify for task management and Salesforce for customer management in your daily operations, but struggle with fragmented information and time-consuming manual data entry? In addition to the effort required for input, manual transfers also increase the risk of errors. This workflow seamlessly connects Clockify and Salesforce, automatically adding a record to Salesforce whenever a new task is added to Clockify. Eliminate duplicate data entry and keep your information accurate and centralized.

■Who Is This Template For?

• Anyone who manually enters Clockify task information into Salesforce and wants to reduce the time spent on data entry
• Anyone who wants to connect Clockify and Salesforce to manage tasks and customer information in one place
• Anyone who wants to prevent manual data transfer errors and improve information centralization and accuracy

■Benefits of Using This Template

• Automatically add a record to Salesforce when a task is created in Clockify, reducing the time spent on manual data entry
• Automate information transfer from Clockify to Salesforce to prevent human errors such as data transfer mistakes and missed entries, keeping your data accurate

■Flowbot Steps

1. First, connect Clockify and Salesforce with Yoom
2. Next, select Clockify as the trigger and set the action to “When a new task is added”
3. Finally, set Salesforce’s “Add a record” action as the operation and map the task information retrieved by the trigger

※“Trigger”: The action that starts the flow. “Operation”: The action that processes data within the flow after the trigger starts.

■Customization Options

• When setting the action to add a record in Salesforce, select which object—such as a To Do or case—to add the record to. You can also choose which values retrieved from the Clockify task information to map to which Salesforce fields.

■Notes‍

• Connect both Clockify and Salesforce with Yoom.
• Salesforce is available only on the Team and Success plans. On the Free and Mini plans, operations and data connections in configured Flowbots will result in errors.
• Paid plans, including the Team and Success plans, offer a two-week free trial. During the free trial, you can use apps that are subject to plan restrictions.