With the help of your internal or external IT team, you'll be able to create automated tasks in Trail triggered by an event in another app.
Don't have an IT team to help you? Our Zapier integration might make more sense.
Getting started with the API
To start working with our API, get in touch with a member of our Support Team through the in-app chat who will help you enable this functionality for your account.
Once enabled, you'll want to introduce the appropriate members of your team to Trail. Like any other user, they'll need an invitation to Trail, and should be granted Admin-level access to the system.
Once they can access Trail, your team will first need to generate a Trail API key from Company Settings.
Towards the bottom of this page is a section called Trail APIs They'll need to click the "Create a new API key" button you see here.
This link contains all of the API documentation your technical team should refer to for guidance on how to effectively use the API.
Creating an Automated Task
Automated tasks are ones that you want completed when triggered by an event in another app.
They will only appear when triggered. They won't show up based on a schedule and can't be manually added by teams.
To create an automated task, you'll need to create the task template in Trail & use the automated task type when you pick the schedule.
You can read more about using the Task Editor here.
You can specify the number of days for the task to run. Usually, this will be 1, meaning teams need to complete the task on the day it's triggered, but some tasks might go on longer.
Once you've published your task template (and ensured you have your API key) you're ready to start working with the API to connect your automated tasks with your other systems.