Adds an existing file to an existing Record.

Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.

Creates a new File (max 25MB).

Creates a new note and links it to a parent record

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Launch a Salesforce flow with optional input parameters. The flow will execute and return any output values.

Sends an email using Salesforce Simple Email Actions.

Updates an existing lead in Salesforce.

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Execute custom SOQL SELECT queries with support for full query control and guided aggregate functions (COUNT, SUM, AVG, MAX, MIN).

Finds Child Records for a given Parent ID.

Finds records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find a record. Optionally create a record if not found.

Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project

Create a new project in your workspace

Create a single timesheet entry. A timesheet entry is the number of hours spent by a person on a task on a specific day. There can only be one entry per person/task/day, trying to add a second entry will give a conflict error, however you can use the timesheet-update action to increase the number of hours logged for an existing timesheet entry.

Get the details of one specific project

Get all the custom fields which can be applied to the tasks in a specific project, each project has different custom fields so you will need to provide a ProjectID with this action

Get the details of one specific task, you will need to know the task's unique ID

Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses

Update the value of a custom field for a specific task

Update an existing task, empty fields will remain unchanged

Update an existing user/resource, empty fields will remain unchanged

Search for workspace users/resources using various criteria, 100 results max

Search through all timesheet entries using various criteria, 100 results max, note that timesheets are not available on all editions

Search for workspace users/resources using various criteria, 100 results max

Search through all timesheet entries using various criteria, 100 results max, note that timesheets are not available on all editions

Adds an existing lead to an existing campaign.

Adds an existing contact to an existing campaign.

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Creates a new lead in Salesforce.

Creates a new record of a specified Salesforce object.

Deletes an existing record of a specified Salesforce object.

Execute a Salesforce Analytics report and retrieve the results with optional custom filters and groupings.

Updates an existing contact in Salesforce.

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Execute custom SOSL (Salesforce Object Search Language) queries for text-based searches across multiple objects and fields. Useful for searching Salesforce Knowledge Base articles and other cross-object text searches.

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Finds records of a specified Salesforce object by a field and value you choose (with line-item support).

Gets all notes and attachments for a record.

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Triggered when a new timesheet entry is created

Creates a new task within a specified project

Add a new user/resource in your account

Get the value of each custom field applied to a specific task

Get the details of one specific user/resource

Update an existing project, empty fields will remain unchanged

Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry

Search through your active projects using various criteria, 100 results max

Search for tasks across your entire account, using various criteria, 100 results max

Search through your active projects using various criteria, 100 results max

Search for tasks across your entire account, using various criteria, 100 results max