Zapier is a popular online automation tool that enables users to connect over 5,000 business apps without writing code. It offers an intuitive drag and drop workflow builder that allows users to quickly create automated processes.
TrackVia's Zapier connector enables users to build automations between their TrackVia instance and other enterprise applications. For example, users can create a "Zap" to send new TrackVia records to Salesforce or Slack. The Zapier connector can also be used to trigger webhooks, post to channels, update records, and much more.
Zapier must be purchased separately, and TrackVia API access is a prerequisite for using the Zapier connector.
A Zapier Zap may be 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 to a view in TrackVia||Real-time|
|Remove Record||A single record has been deleted in TrackVia||Real-time|
A Zapier Zap can manipulate data inside your TrackVia apps:
|🛠 Action Name||📃 Description|
|Create Record||Create a new record in TrackVia|
Comparison to Workato
The TrackVia Zapier connector is considered a legacy integration, and as such it is limited in its capabilities compared to other automation tools such as Workato. Workato offers a more robust integration with a wider variety of triggers and actions, allowing for more complex automations. Additionally, Workato offers an easier-to-use graphical interface, making it easier to set up automated workflows.