Connect TickTick and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task 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
Create Event
Ready to use TickTick and Salesforce automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Triggers when a new task is created in TickTick. You can optionally filter by list, tag, or priority; only tasks created during the recent check window are returned.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
Do thisActions
Action is the task that follows automatically within your TickTick integrations.
Create Project
It will craete a new Project
Delete Project
Deleting a Project
Add Task
Create new task in a specific project
Complete Task
Update Project
Update your projects
Update task
Update Your task
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Frequently Asked Questions
To start, connect both your TickTick and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in TickTick triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how TickTick 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 TickTick 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 TickTick 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 TickTick
TickTick is a powerful task management and to-do list app designed to help you organize your life, manage your time, and boost productivity. With features like task scheduling, reminders, and collaboration tools, TickTick makes it easy to stay on top of your tasks and projects.
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.
Learn More
