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Automate tasks across Timely with Salesforce

We work with you to understand your business processes, and automate all work between Timely and Salesforce.

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Timely and Salesforce.

Send a Salesforce notification when Timely receives a high-priority item.
Create a Salesforce follow-up from new qualified activity in Timely.
Copy new customer details from Timely into Salesforce.
Update the matching Salesforce item when a Timely status changes.
Start a review in Salesforce when Timely flags an exception.
Summarize new Timely activity and save it in Salesforce.

Every action you need

Your company can interact with Timely and Salesforce using our 62 actions.
Can’t find what you need? Let us know.

Get Current Token InfoReadRetrieves details about the current OAuth access token from Timely.
Create ClientCreateCreates a client in Timely.
Get ClientReadRetrieves a client from Timely.
List ClientsReadRetrieves clients from Timely.
Update ClientUpdateUpdates an existing client in Timely.
Create ProjectCreateCreates a project in Timely.
Delete ProjectDeleteDeletes an existing project from Timely.
Get ProjectReadRetrieves a project from Timely.
List ProjectsReadRetrieves projects from Timely.
Update ProjectUpdateUpdates an existing project in Timely.
Filter ReportsReadRetrieves filtered reports from Timely.
Get Report TotalsReadRetrieves report totals from Timely.
Create TagCreateCreates a tag in Timely.
Delete TagDeleteDeletes an existing tag from Timely.
Get TagReadRetrieves a tag from Timely.

Frequently Asked Questions

Common questions about working with MindCloud on your Timely and Salesforce integration.

Apps are the systems your business runs on, like Timely and Salesforce. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.