![]() Subdomain: This is the subdomain from your unique company url that you use to access Trackops (e.g. ![]() Name: A label that will identify this account. Click the button to connect a new Trackops account to Zapier (you will only have to do this for your first Zap). If this is your first Trackops Zap you will be prompted to connect your Trackops account to Zapier so that it can access your system data. If you have already connected Trackops with another application through Zapier, you can simply choose the connected account by clicking the dropdown and choosing the account. Note: For invoicing integrations, be sure to choose actions that include line items, otherwise your line items will not populate.Īt the next step, you will need to choose which Trackops account you wish to link with your Zap. Once you've got both your trigger and actions selected, click Continue. New API Webhook) and the application and action you wish to connect with. ![]() Next, choose the appropriate trigger (e.g. From here, start by choosing Trackops from the trigger app drop down. To get started, click the Make a Zap!link at the top of the Zapier dashboard. Once you've successfully logged into your Zapier account, you can now create a new zap to setup your first integration. Step 3: Create a new Zap using the Trackops App Once you've completed the signup process, you will be ready to create your first "Zap". If you do not already have a Zapier account, you will be prompted to create a new account during this process. Now that you have your Trackops API token, you can continue to activate your Trackops / Zapier integration using the following link: Step 2: Connect to the Trackops / Zapier Integration Your API token grants unrestricted access to your data, and should be treated like a sensitive password. Important: Do not share your API token with untrusted individuals, or send it via email. Step 1: Enable your Trackops APIīefore you can get started, you must first enable your Trackops API and get an API token. If you're ready to get started, continue reading below for more information on how to integrate Trackops with your favorite applications using Zapier. Generate custom ad-hoc reports from your raw Trackops data through reporting software like ZoHo Reports or QuickBase.Push new clients from Trackops into CRM software like Salesforce, Highrise, or Pipedrive.Copy new expense entries into Harvest, or add them as new rows in an existing Google Sheet.Update a Google Sheet each time a new case is created in Trackops.Send a welcome email through Gmail when a new client contact and/or staff member is created in Trackops.Automatically add new client contacts in Trackops to mailing lists through MailChimp, Constant Contact, or Campaign Monitor.Newly created events and tasks in Trackops automatically created in Google Calendar.Transfer invoices and payments from Trackops into invoicing software like Quickbooks Online or Xero.Take a look at some of the common use cases for Trackops / Zapier integrations: Zapier allows customers to utilize the Trackops API to quickly and easily push data into other Zapier connected applications without the need for any technical expertise or costly developers. Trackops has integrated with Zapier, a leading application automation platform. Import bigcommerce from "././" import constants from "././common/constants.This feature is for Premium subscribers only.
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