--- title: "Connect Buddy Punch and Salesforce - APIANT.ai" description: "When \"Employee Created\" fires in Buddy Punch, your agent runs \"Create object record\" in Salesforce." canonical: "https://apiant.ai/connect/buddy-punch-to-salesforce" --- # Connect Buddy Punch and Salesforce When **Employee Created** fires in [Buddy Punch](https://apiant.ai/connections/buddy-punch), your agent runs **Create object record** in [Salesforce](https://apiant.ai/connections/salesforce), or **New object record** in Salesforce to **Create Department Code** in Buddy Punch. Describe the whole flow and it is built, tested on every scenario and kept running. Buddy Punch **4** triggers Buddy Punch **15** actions Salesforce **2** triggers Salesforce **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Buddy Punch and Salesforce to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Buddy Punch and Salesforce can do together ### From Buddy Punch to Salesforce - When **Employee Created** in Buddy Punch then **Create object record** in Salesforce - When **Employee Updated** in Buddy Punch then **Find most recent created or updated record** in Salesforce ### From Salesforce to Buddy Punch - When **New object record** in Salesforce then **Create Department Code** in Buddy Punch - When **New or updated object record** in Salesforce then **Create Employee** in Buddy Punch Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Buddy Punch and Salesforce ## Triggers and actions 6 triggers · 24 actions - Trigger **Employee Created** Triggers when a new employee is added to your Buddy Punch account. - Trigger **Employee Punched In** Triggers when an employee punches in, returning the punch with the employee, punch-in time, approval status and hours. Watches the current pay period's time cards. - Trigger **Employee Updated** Triggers when an employee in your Buddy Punch account is added or any of their details change. - Trigger **Punch in Changed** Triggers when an employee's punch-in in the current pay period is recorded or changed (time, approval status or notes). - Action **Assign Employee to Department Code** Assigns one or more employees to a Buddy Punch department code. - Action **Assign Employee to Location** Assigns one or more employees to a Buddy Punch location and returns the location. - Action **Create Department Code** Creates a new department code in Buddy Punch. - Action **Create Employee** Creates a new employee in your Buddy Punch account. - Action **Create Location** Creates a new location in your Buddy Punch account. - Action **Create Position** Creates a new position in your Buddy Punch account. - Action **Find Employee** Finds employees in your Buddy Punch account whose email, username, employee ID or full name matches the value you search for. - Action **Get Department Code** Returns the details of a specific department code in your Buddy Punch account. - Action **Get Location** Returns the details of a specific Buddy Punch location. - Action **Get Position** Returns a single Buddy Punch position by its ID. - Action **List Department Code Employees** Returns the employees assigned to a Buddy Punch department code. - Action **List Location Employees** Returns the employees assigned to a Buddy Punch location. - Action **Punch In** Punches an employee in on Buddy Punch, either the connected user or a chosen employee. - Action **Punch Out** Punches an employee out in Buddy Punch. Defaults to the connected user when no employee is given. - Action **Update Employee** Updates an existing employee in Buddy Punch, such as their name, email, username or active status. - Trigger **New object record** Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending. - Trigger **New or updated object record** Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending. - Action **Create object record** Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values. - Action **Delete object record** Deletes an existing SObject record by object type and record ID. - Action **Describe object** Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names. - Action **Find most recent created or updated record** Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1). - Action **Find object records** Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches. - Action **Get object record** Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list. - Action **List objects** Lists all available SObject types (standard and custom) on the org. - Action **SOQL query** Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY. - Action **Update object record** Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204). ## Each app on its own - [ **Buddy Punch** Buddy Punch is an employee time tracking and scheduling app that lets your employees track their hours and...](https://apiant.ai/connections/buddy-punch) - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) Reviews ## What our customers say ## More from Buddy Punch - [ **Buddy Punch to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/buddy-punch-to-hubspot) - [ **Buddy Punch to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/buddy-punch-to-slack) - [ **Buddy Punch to Google Sheets** Google Sheets](https://apiant.ai/connect/buddy-punch-to-google-sheets) - [ **Buddy Punch to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/buddy-punch-to-gmail) - [ **Buddy Punch to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/buddy-punch-to-google-calendar) - [ **Buddy Punch to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/buddy-punch-to-google-drive) ## More into Salesforce - [ **HubSpot to Salesforce** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesforce) - [ **Google Calendar to Salesforce** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesforce) - [ **Google Drive to Salesforce** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesforce) - [ **Mailchimp to Salesforce** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesforce) - [ **QuickBooks Online to Salesforce** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-salesforce) - [ **Pipedrive to Salesforce** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-salesforce) Questions ## Buddy Punch and Salesforce, answered ### ### What can start an automation from Buddy Punch? Any of Buddy Punch's 4 triggers in the catalog, including Employee Created, Employee Updated, Punch in Changed and Employee Punched In. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesforce when something happens in Buddy Punch? Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesforce to Buddy Punch? Yes. When something happens in Salesforce, your agent can act in Buddy Punch too. This page covers both directions: Salesforce's triggers and Buddy Punch's actions are listed here as well. ### ### Do I have to build a connector for Buddy Punch or Salesforce? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Buddy Punch and Salesforce without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.