Connect Trackabi and Salesforce
Integrate Trackabi with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Trackabi + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Trackabi
When this happens...
- Request a new Trigger for Trackabi
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 Company Profile from Trackabi when New Contact in Salesforce
Use this flowList Tasks from Trackabi when New Contact in Salesforce
Use this flowCreate Client in Trackabi when New Contact in Salesforce
Use this flowUpdate Client in Trackabi when New Contact in Salesforce
Use this flowList Clients from Trackabi when New Contact in Salesforce
Use this flowCreate a Project in Trackabi when New Contact in Salesforce
Use this flowList Projects from Trackabi when New Contact in Salesforce
Use this flowCreate Time Entry in Trackabi when New Contact in Salesforce
Use this flowFind Time Entries in Trackabi when New Contact in Salesforce
Use this flowGet Time Entry from Trackabi when New Contact in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between Trackabi 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 Trackabi integrations.
Get Company Profile
Get your Trackabi company profile and details.
List Tasks
Find tasks by ID, name, or project, or list tasks with optional sorting and pagination.
Create Client
Create a client record with name, contact details, address, notes, and optional billing (currency and hourly rates).
Update Client
Update a client's contact, billing, and profile information.
List Clients
Retrieve clients with optional search by ID, name, or email, and support for sorting and pagination.
Create a Project
Add a project to your Trackabi workspace, including client, start/end dates, and billing details.
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 Trackabi
Trackabi is a comprehensive time tracking and employee management software designed to streamline business operations. It offers features such as time tracking, project management, and employee monitoring, making it an ideal solution for businesses looking to enhance productivity and manage their workforce efficiently.
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 Trackabi 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 Trackabi 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 Trackabi triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Trackabi. 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 Trackabi and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Trackabi 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.
