Add a record to Salesforce when a task matching specific conditions is added in Clockify

■Overview

Do you manually enter task information managed in Clockify into Salesforce for your sales activities? This data entry takes time and often leads to errors. With this workflow, you can automatically add a record to Salesforce whenever a specific task is added in Clockify. Automate data integration between Clockify and Salesforce to streamline your daily operations.

■Who This Template Is Recommended For

• Those who use both Clockify and Salesforce and want to reduce the time spent on data entry
• Those who want to prevent errors when manually transferring Clockify task information to Salesforce
• Those who want to automate Clockify-Salesforce integration and streamline sales or project management

■Benefits of Using This Template

• When a task is added to Clockify, a record is automatically added to Salesforce, reducing the time spent on manual data entry.
• Eliminating manual data transfers between Clockify and Salesforce helps reduce the risk of human errors, such as incorrect entries and missed integrations.

■Workflow Steps

1. First, connect Clockify and Salesforce to Yoom.
2. Next, select Clockify as the trigger and set the action to “When a new task is added.”
3. Then, add a conditional branch as an operation and configure it to proceed to the subsequent steps only when specific conditions are met.
4. Finally, set Salesforce’s “Add a record” action as an operation and add the task information retrieved from Clockify to the desired object.

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

■Customization Options

• Set the branch conditions as needed to filter the tasks integrated from Clockify. For example, you can target only tasks that include a specific project name or client name.
• Freely map and configure the content of the records added to Salesforce, such as task names and assignee information retrieved from Clockify.

■Notes‍

• Connect both Clockify and Salesforce to Yoom.
• Salesforce is available only on the Team and Success Plans. Please note that operations and Data Connects in configured workflows will result in errors on the Free and Mini Plans.
• Paid plans, such as the Team and Success Plans, include a two-week free trial. During the free trial, you can use apps that are restricted on lower-tier plans.