Salesforce integration with ClickTime
How to Add new Salesforce opportunities as ClickTime jobs
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Salesforce opportunities as ClickTime jobs" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate ClickTime integrations
ClickTime actions
Nekton can use any feature that is available in ClickTime API.
Using our advanced AI, you can easily create custom automations for ClickTime.
Here are some typical actions you can do in your automated workflows.
Create Client
Creates a new client.
Create Job
Creates a new job.
Create Time Entry
Creates a new Time Entry.
Create User
Creates a new user.
Update Division
Updates an existing division.
Update User
Update an existing user.
About ClickTime
ClickTime is an Online Timesheets, Employee Resource Management, and Expense software.