Zapier Integration
Zapier (https://zapier.com) is a cloud-based automation service that moves clients data between web-based connectors for over 1,500 applications including most of the accounting, payroll and campaigning software in use by our clients.
We are therefore excited to announce that we are in beta stage roll-out of this powerful new integration!
Zapier works by allowing our clients to hook into events that occur within TrackerRMS (called Triggers) and that when these triggers happen, can action something in another application such as Sage, Quickbooks, Google, Hubspot and so on.
For example, when a new customer is created in TrackerRMS, it can be automatically sent to Sage Online, of when a Task in TrackerRMS is completed, it sends an email to a staff member as well as updating Google Calendar and Microsoft ToDo lists. It's that simple and these "zaps" can be created with a simple drag-and-drop interface, opening up a world of opportunity for moving information from one key system to another without the need for a single line of code!
Our Triggers are extensive for a beta release and cover the following:
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New Client |
Triggers when a new client is added to TrackerRMS |
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New Contact |
Triggers when a new contact is added to TrackerRMS |
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New Lead |
Triggers when a new lead is added to TrackerRMS |
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New Opportunity |
Triggers when a new opportunity is added to TrackerRMS |
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New Invoice |
Triggers when a new invoice is added to TrackerRMS |
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New Resource |
Triggers when a new resource is added to TrackerRMS |
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New Activity |
Triggers when a new activity is added to TrackerRMS |
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New Ticket |
Triggers when a new ticket is added to TrackerRMS |
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New Dialogue |
Triggers when new dialogue is added to a ticket in TrackerRMS |
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Updated Client |
Triggers when an existing client is updated to TrackerRMS |
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Updated Contact |
Triggers when an existing contact is updated to TrackerRMS |
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Updated Lead |
Triggers when an existing lead is updated to TrackerRMS |
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Updated Opportunity |
Triggers when an existing opportunity is updated to TrackerRMS |
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Updated Invoice |
Triggers when an existing invoice is updated to TrackerRMS |
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Updated Resource |
Triggers when an existing resource is updated to TrackerRMS |
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Updated Activity |
Triggers when an existing activity is updated to TrackerRMS |
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Updated Ticket |
Triggers when an existing ticket is updated to TrackerRMS |
For information coming back into TrackerRMS, we have what are called "Actions". Actions are things that need to happen within TrackerRMS when something happens within another application.
For example, when a new Customer is created within your accounting package, a new Client record is created within TrackerRMS, or when an Invoice is marked as Paid, the Opportunity in TrackerRMS is marked as Fulfilled.
Our Actions list is also extensive, covering the following:
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Create Client |
Adds a new client |
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Create Contact |
Adds a new contact |
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Create Lead |
Adds a new lead |
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Create Opportunity |
Adds a new opportunity |
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Create Resource |
Adds a new resource |
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Create Invoice |
Adds a new invoice |
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Create Payment |
Adds a new payment |
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Create Activity |
Adds a new task/activity |
|
Create Note |
Adds a new note |
|
Create Ticket |
Add a new Ticket |
Please click here to access our Zapier application: https://zapier.com/developer/public-invite/19468/59aabcc297b28e6a25cdf7fcdc27b45a/