Connect Timeero and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
Job Created
Job Updated
Job Deleted
User Created
User Updated
User Deleted
Group Created
Group Updated
Group Deleted
Schedule Created
Schedule Updated
Schedule Deleted
Task Created
Task Updated
Task Deleted
Timesheet Created
Timesheet Updated
Timesheet Deleted
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 Timeero and Salesforce automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Job Created
Triggers when new job is created.
Job Updated
Triggers when an existing job is updated.
Job Deleted
Triggers when an existing job is deleted.
User Created
Triggers when an user is created.
User Updated
Triggers when an existing user is updated.
User Deleted
Triggers when an existing user is deleted.
Do thisActions
Action is the task that follows automatically within your Timeero integrations.
Create Task
Creates a Task.
Create Job
Creates a Job.
Delete Job
Delete an existing job .
Create Timesheet
Creates a Timesheet.
Get Timesheets
Get time based on the date.
Clock In
Clock in by user.
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Frequently Asked Questions
To start, connect both your Timeero and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Timeero triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Timeero 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 Timeero 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 Timeero 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 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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