Connect TMETRIC and Salesforce
Integrate TMETRIC with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get recent tasks in Tmetric when New Contact in Salesforce
latest time entry in Tmetric when New Contact in Salesforce
Get projects for time entry in Tmetric when New Contact in Salesforce
Tags for time entry in Tmetric when New Contact in Salesforce
Get statuses live in Tmetric when New Contact in Salesforce
Popular TMETRIC + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
TMETRIC
When this happens...
- Request a new Trigger for TMETRIC
Choose an action
Salesforce
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
Get recent tasks in Tmetric when New Contact in Salesforce
Use this flowlatest time entry in Tmetric when New Contact in Salesforce
Use this flowGet projects for time entry in Tmetric when New Contact in Salesforce
Use this flowTags for time entry in Tmetric when New Contact in Salesforce
Use this flowGet statuses live in Tmetric when New Contact in Salesforce
Use this flowList time‑off requests in Tmetric when New Contact in Salesforce
Use this flowGet an invoice in Tmetric when New Contact in Salesforce
Use this flowList clients in Tmetric when New Contact in Salesforce
Use this flowList Managed Teams from TMETRIC when New Contact in Salesforce
Use this flowCreate Task in Tmetric when New Contact in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between TMETRIC and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your TMETRIC integrations.
Get recent tasks
List recently created or updated tasks
latest time entry
Fetch the most recently tracked time entry
Get projects for time entry
Get projects available for time tracking
Tags for time entry
Get tags available within a specified project
Get statuses live
Retrieve current time‑tracking statuses of all users
List time‑off requests
Fetch all time‑off requests in a workspace
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About TMETRIC
TMetric is a comprehensive time tracking software designed to help businesses and freelancers manage their time efficiently. It offers features such as time tracking, project management, team management, and reporting, making it an ideal tool for improving productivity and ensuring accurate billing.
Learn moreSimilar apps
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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TMETRIC and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between TMETRIC and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where TMETRIC triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in TMETRIC. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between TMETRIC and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TMETRIC and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
