--- title: "Connect Salesforce to Clockodo - APIANT.ai" description: "When \"New object record\" fires in Salesforce, your agent runs \"Create Customer\" in Clockodo." canonical: "https://apiant.ai/connect/salesforce-to-clockodo" --- # Connect Salesforce to Clockodo When **New object record** fires in [Salesforce](https://apiant.ai/connections/salesforce), your agent runs **Create Customer** in [Clockodo](https://apiant.ai/connections/clockodo). Describe the whole flow and it is built, tested on every scenario and kept running. Salesforce **2** triggers Salesforce **9** actions Clockodo **29** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesforce and Clockodo 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 Salesforce can start in Clockodo - When **New object record** in Salesforce then **Create Customer** in Clockodo - When **New or updated object record** in Salesforce then **Create Project** in Clockodo 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 Salesforce and Clockodo ## Triggers and actions 2 triggers · 38 actions - 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). - Action **Create Absence** Creates an absence (holiday, sick day, home office, overtime reduction and more) for a co-worker in Clockodo. - Action **Create Customer** Creates a new customer in Clockodo with its name, number, color, billing defaults and optional note. - Action **Create Entry** Creates a time entry in Clockodo: a regular time entry for a customer and service, a lump-sum value entry, or a lump-sum service entry. - Action **Create Project** Creates a new project for a customer in Clockodo, with optional number, note, dates, budget and service assignments. Returns the created project. - Action **Create Service** Creates a new service in Clockodo that time entries can be booked against. - Action **Create Subproject** Creates a subproject under an existing project in Clockodo. - Action **Create User** Creates a new co-worker in your Clockodo account with their email, name and role, plus optional team, language, time settings and edit locks. - Action **Delete customer** Deletes a customer from your Clockodo account. - Action **Delete entry** Deletes a time entry from Clockodo. - Action **Delete project** Deletes a project in Clockodo. Optionally checks whether the project could be deleted without deleting it. - Action **Get customer** Returns a single Clockodo customer by its id, including name, number, color, active status and billing defaults. - Action **Get entry** Returns a single Clockodo time or lump-sum entry by its id, including customer, project, service, times, duration and billability. - Action **Get project** Returns a single Clockodo project by its id, including its customer, budget, completion status, dates and assigned services. - Action **Get user** Returns a single Clockodo co-worker by id, including name, email, role, team, time zone and work settings. - Action **List absences** Returns the absences (holidays, sick days, home office and other leave) recorded in Clockodo, optionally filtered by year, co-worker, team, absence type or status. - Action **List customers** Returns the customers in your Clockodo account, optionally filtered by active status or search text and sorted by name, id or status. - Action **List entries** Returns the time and lump-sum entries recorded in Clockodo between a start and end time, optionally filtered by co-worker, customer, project, service, billability or description. - Action **List projects** Returns the projects in your Clockodo account, optionally filtered by customer, active or completed status, or search text. - Action **List services** Returns the services in your Clockodo account, optionally filtered by active status or search text. - Action **List users** Returns the co-workers in your Clockodo account, optionally filtered by active status, team or search text. - Action **Start clock** Starts the Clockodo clock for a customer and service, creating a running time entry. Any clock already running for the user is stopped. - Action **Stop clock** Stops the running Clockodo clock entry and returns the stopped time entry, plus any new entry that was started in its place. - Action **Update Absence** Updates an existing absence (holiday, sick day, home office, etc.) in Clockodo, changing only the details you fill in. Returns the updated absence. - Action **Update Customer** Updates an existing customer in Clockodo, changing only the details you fill in, and returns the updated customer. - Action **Update Entry** Updates an existing Clockodo time or lump-sum entry, changing only the details you fill in, and returns the updated entry. - Action **Update Project** Updates an existing project in Clockodo, changing only the details you fill in, and returns the updated project. - Action **Update Service** Updates an existing service in Clockodo, changing its name, number, note, billing id or active status. Fields left blank keep their current values. - Action **Update Subproject** Updates an existing subproject in Clockodo, such as its name, budget, dates or assigned services. Fields left blank keep their current values. - Action **Update User** Updates an existing co-worker in Clockodo, changing only the details you fill in. ## Each app on its own - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) - [ **Clockodo** Clockodo is a time tracking software for teams and individuals, helping you record work hours, manage...](https://apiant.ai/connections/clockodo) Reviews ## What our customers say ## More from Salesforce - [ **Salesforce to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesforce-to-slack) - [ **Salesforce to Google Sheets** Google Sheets](https://apiant.ai/connect/salesforce-to-google-sheets) - [ **Salesforce to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesforce-to-stripe) - [ **Salesforce to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesforce-to-shopify) - [ **Salesforce to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/salesforce-to-notion) - [ **Salesforce to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/salesforce-to-trello) ## More into Clockodo - [ **HubSpot to Clockodo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-clockodo) - [ **Slack to Clockodo** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-clockodo) - [ **Google Sheets to Clockodo** Google Sheets](https://apiant.ai/connect/google-sheets-to-clockodo) - [ **Gmail to Clockodo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-clockodo) - [ **Google Calendar to Clockodo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-clockodo) - [ **Google Drive to Clockodo** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-clockodo) Questions ## Salesforce and Clockodo, answered ### ### What can start an automation from Salesforce? Any of Salesforce's 2 triggers in the catalog, including New object record and New or updated object record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Clockodo when something happens in Salesforce? Any of Clockodo's 29 actions, including Create Absence, Create Customer, Create Entry and Create Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Clockodo to Salesforce? Clockodo has no triggers in the catalog today, so automations start in Salesforce. If you need the other direction, ask: your agent reads Clockodo's API documentation and adds it. ### ### Do I have to build a connector for Salesforce or Clockodo? 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 Salesforce and Clockodo 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.