Connect actiTIME and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
Task Created
Task Updated
Task Deleted
Project Created
Project Updated
Project Deleted
Customer Created
Customer Updated
Customer Deleted
User Created
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead to Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Ready to use actiTIME and Salesforce automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Task Created
Triggers when a new task created.
Task Updated
Triggers when an existing task updated.
Task Deleted
Triggers when an existing task deleted.
Project Created
Triggers when a new project created.
Project Updated
Triggers when an existing poject update.
Project Deleted
Triggers when an existing poject delete.
Do thisActions
Action is the task that follows automatically within your actiTIME integrations.
Create Task
Create a new task in actiTIME for a selected project, with optional description, deadline, estimate, and type of work.
Create Project
Creates a new project in actiTIME for a selected customer, with an optional description.
Create Customer
Create a new customer in actiTIME using the provided name and optional description.
Modify Time-Track
Replace a user's tracked time for a specific task on a given date and optionally save a comment.
Find Customer
Search customers by name. Returns all customers if no name is provided; returns a message when no match is found.
Find Project
Returns projects for a selected customer and optionally filters results by project name.
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Frequently Asked Questions
To start, connect both your actiTIME and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in actiTIME triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how actiTIME data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between actiTIME and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between actiTIME and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About actiTIME
Actitime is a comprehensive time tracking and project management tool designed to help businesses streamline their workflow and improve productivity. It offers features like task management, time tracking, and reporting to ensure efficient project execution.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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