Automate your workflow and enhance real-time compliance visibility by integrating TrustLayer with Zapier. This powerful integration connects TrustLayer to hundreds of tools and apps, enabling seamless automation of tasks such as project creation, subcontractor management, and compliance status updates.
What is Zapier?
Zapier is an online automation tool that connects your favorite apps, such as Gmail, Teams, Hubspot, Salesforce, JobTread, and more, to facilitate automated workflows. Zapier moves information between your web apps automatically, allowing you to focus on your most important work. It's designed to automate repetitive tasks without coding or relying on developers to build the integration.
Integrate with Zapier
By integrating TrustLayer with Zapier, you can automate the creation of projects and subcontractors in TrustLayer and sync compliance data across your business applications in real-time. This integration not only saves time but also ensures that your compliance management processes are more efficient and less prone to errors, providing project managers and teams with up-to-date compliance visibility.
Getting Started
Ensure you have administrative permissions in TrustLayer and an active Zapier account. Familiarity with Zapier’s workflow, known as Zaps, will help you set up and customize your integrations according to your operational needs.
Quick Setup
Create a Zapier Account: Sign up or log in to your existing Zapier account.
Connect TrustLayer to Zapier: Search for TrustLayer in the Zapier app directory, connect your TrustLayer account, and select it as the trigger or action for your Zap.
Choose Your Workflow: Select the specific trigger in TrustLayer and the action in another app (or vice versa) that you want to automate.
Customize Your Zap: Specify the details of the data you want to transfer between TrustLayer and other apps.
Activate Your Zap: Turn on your Zap to start automating your workflow.
TrustLayer <> Zapier Data Mapping
To maximize the benefits of this integration, it's crucial to understand how data mapping works between TrustLayer and other apps via Zapier. This involves specifying which data fields in TrustLayer correspond to fields in another app, ensuring accurate and timely data transfer. Common use cases include:
Project Creation: Automatically create a new project in TrustLayer when your project is added in your project management tool.
Subcontractor Onboarding: Sync new subcontractor details from your CRM or other tools to TrustLayer.
Compliance Updates: Sync your compliance status in TrustLayer to your CRM, ERP, or other project/vendor management tool.
Benefits
The TrustLayer and Zapier integration streamlines project and compliance management by automating manual processes, reducing the risk of errors, and ensuring that your team always has access to the latest compliance information. This synergy between TrustLayer and Zapier empowers your team to focus on delivering projects efficiently while maintaining compliance standards.
For detailed instructions on configuring your TrustLayer and Zapier integration and to explore advanced automation workflows, visit our Integration Guide or contact our support team for personalized assistance.