Zapier is a popular automation tool that enables users to connect over 5,000 business apps without writing code. It offers an intuitive drag-and-drop workflow builder for quickly creating automated processes.
TrackVia's Zapier connector enables users to build automated workflows between their TrackVia account and other applications. For example, you can create a "Zap" to send new TrackVia records to Salesforce or Slack, trigger webhooks, post to channels, update records, and more.
Note: Zapier must be purchased separately, and TrackVia API access is required to use the integration.
Triggers
A Zapier Zap is triggered when:
| 🛠Trigger Name | 📃 Description | ⌛ Delay |
|---|---|---|
| Changed Record | A single record has been modified in TrackVia | Real-time |
| Add Record | A record has been added in TrackVia | Real-time |
| Remove Record | A single record has been deleted in TrackVia | Real-time |
Actions
A Zapier Zap can update data in your TrackVia application:
| 🛠Action Name | 📃 Description |
|---|---|
| Create Record | Create a new record in TrackVia |
Note: The TrackVia Zapier connector currently supports one action. For more advanced automation capabilities, consider using the Workato integration.
Comparison to Workato
The TrackVia Zapier connector is a legacy integration with limited triggers and actions compared to Workato. Workato offers a wider variety of automation capabilities, a more robust set of actions, and a graphical interface that makes setting up workflows more straightforward. If your use case requires more advanced automations, the Workato integration is recommended.
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