Zapier

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:

New Client

Triggers when a new client is added to TrackerRMS

New Contact

Triggers when a new contact is added to TrackerRMS

New Lead

Triggers when a new lead is added to TrackerRMS

New Opportunity

Triggers when a new opportunity is added to TrackerRMS

New Invoice

Triggers when a new invoice is added to TrackerRMS

New Resource

Triggers when a new resource is added to TrackerRMS

New Activity

Triggers when a new activity is added to TrackerRMS

New Ticket

Triggers when a new ticket is added to TrackerRMS

New Dialogue

Triggers when new dialogue is added to a ticket in TrackerRMS

Updated Client

Triggers when an existing client is updated to TrackerRMS

Updated Contact

Triggers when an existing contact is updated to TrackerRMS

Updated Lead

Triggers when an existing lead is updated to TrackerRMS

Updated Opportunity

Triggers when an existing opportunity is updated to TrackerRMS

Updated Invoice

Triggers when an existing invoice is updated to TrackerRMS

Updated Resource

Triggers when an existing resource is updated to TrackerRMS

Updated Activity

Triggers when an existing activity is updated to TrackerRMS

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:

Create Client

Adds a new client

Create Contact

Adds a new contact

Create Lead

Adds a new lead

Create Opportunity

Adds a new opportunity

Create Resource

Adds a new resource

Create Invoice

Adds a new invoice

Create Payment

Adds a new payment

Create Activity

Adds a new task/activity

Create Note

Adds a new note

Create Ticket

Add a new Ticket

We are currently in beta stage which means we need customers to use our integration (by invitation currently) so if this of interest to you, please get in touch!


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