Introduction to Zapier
Zapier is an automation tool that connects various web applications to streamline workflows and automate repetitive tasks. If that sounds familiar, it's because we share the same aspirations here at Trail!
Zapier works via a system of Triggers and Actions.
A trigger is an event that starts a Zap. For example, if you want a spreadsheet row to be added each time a site completed a certain task, the trigger is
Task Completedin Trail.An action is an event a Zap performs after it is triggered. For example, if you want sites to receive an Automated task when a spreadsheet row is changed, the action is
Add Task. Learn more about using Trail as an action.
What could you use it for?
Sending task data to google sheets
Sending emails after a task is completed
Notifying of a failed audit
The possibilities are endless! When considering whether to integrate another tool with Trail you should ask yourself:
Would it be useful for the teams to complete a task on Trail based on something that's happened in another system?
Would it be useful to have the data I'm recording in one system automatically recorded on Trail, too?
Would it be useful for the data my teams are recording in Trail to trigger an action in another system?
If these answer to any of those questions is yes, Zapier is your answer.
Wondering how to get started with Zapier?
Access our resources below:
Click here to find out how to connect Trail with Zapier.