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1. Create a Zapier account.
There are free and paid plans that vary in price on usage.
2. Request your Trail API key
You’ll find this in your Company Settings.
API keys allow apps to talk to one another - in this case, it'll be Trail and Zapier. Think of it as another step to logging in but you're using a string of numbers and letters, instead of a username & password.
The key is specific to each user. Just as you wouldn't share your password, you shouldn't share your API key.
3. Connect Trail to Zapier
The first time you create a Trail zap, you'll be asked to enter the API key to authenticate your Trail account with your Zapier account.
You can use the same authentication each time.
4. Build your first zap!
Trail can be both a Trigger and an Action. Here are a few articles to get started:
The Trail API
When a trigger task is completed and the zap starts, data from the task is sent to Zapier. This means it can be used in later actions, e.g. sending an email with details of the task completion.
Terms are sometimes written in camelCase in Zapier. This means instead of spaces, the letters are capitalised at the start of each word.
Task data in later steps appears in a readable format but may be in a different order.
Here's a guide to the language around task data:
Text that is displayed in Trail and set by admins e.g. the task or site name.
Unique numbers that identify something - e.g. a task, site or user
This is whether the task was completed on time, late or missed.
Each checklist item & record log entry and record (in multiple records) have a number to identify it
This is the start and end time of the task e.g. the timeslot
Minutes from Due time
How many minutes from the due time the task was completed
Record Log within range
Whether all the number fields in the record log were in the right range
Out of Range Row Count
How many numbers weren't in the specified range
Out of Range Row Indices
Each record has a number associated with it, numbered chronologically. This is the index of the out of range record(s)
The error message that displayed (will be null if there's no error)