busybusy + SmartSuite
Create new projects in busybusy when new records are added in SmartSuite
This workflow streamlines your project management process by instantly starting a new project in busybusy whenever there's a new record in your SmartSuite app. This useful automation eliminates the need for manual data entry, helping to ensure project information is accurate and timely updated across your systems. It's perfect for businesses looking to improve efficiency and productivity in their project management tasks.
This workflow streamlines your project management process by instantly starting a new project in busybusy whenever there's a new record in your SmartSuite app. This useful automation eliminates the need for manual data entry, helping to ensure project information is accurate and timely updated across your systems. It's perfect for businesses looking to improve efficiency and productivity in their project management tasks.
- When this happens...
Create RecordTriggers when new record is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ProjectCreates a project, or subproject, in busybusy. Can also create subprojects for, and assign cost codes to, the new project.
ActionWriteCreate a new record or update an existing record in your app.
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SolutionRequired
TableRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SolutionRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SolutionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Daily Sign Off Break Issue Resolved
Triggers when a Daily Sign-Off break issue is marked as resolved.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCost Code Archived
Triggers when a cost code is archived within busybusy.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCost Code Updated
Triggers when a cost code is updated in busybusy. This includes edits to the cost code's settings. Note that updates can also occur for internal reasons, including if a cost code is unarchived. When using this trigger, it should be understood that some update triggers won't have meaningful data changes. This trigger is intended to assist in keeping datasets in sync.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDaily Project Report Deleted
Triggers when a Daily Project Report is deleted.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDocument Created
Triggers when a document gets uploaded to busybusy.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDaily Sign Off Injury Submitted
Triggers when an employee reports an injury when submitting their Daily Sign-Off answers.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPhotos & Notes: Note Created
Triggers when a note (sometimes referred to as a "media collection") is created in busybusy. There is a separate trigger for adding photos to an existing note, "Photos & Notes: Photo Uploaded".
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPhotos & Notes: Photo Uploaded
Triggers when a photo is added to an existing note in busybusy. There is a separate trigger for creating the note ("Photos & Notes: Note Created").
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmployee Created
Triggers when an employee is created in busybusy.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProgress Entry Created
Triggers when a new progress entry is submitted.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProgress Entry Updated
Triggers when a progress entry has been updated. Updates can include changing the progress quantity, changing either the project or the cost code, modifying or adding a note, or changing the progress entry's date. This trigger is intended to assist in keeping datasets in sync.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProject Created
Triggers when a project or subproject is created in busybusy.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTime Entry Created
Triggers when a time entry is created, either from a clock in, or if manually created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTime Entry Edited
Triggers when a time entry is edited.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDaily Sign Off Time Inaccurate Resolved
Triggers when a Daily Sign-Off time accuracy issue is marked as resolved.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTime Off Created
Triggers when time off is created. This will also get triggered if a time-off request is approved.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTime Off Edited
Triggers when a time-off entry is edited.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTime Off Requested
Triggers when time off is requested by an employee.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLook Up By Employee UUID
Look Up By Employee Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Cost CodeRequired
Cost Code Description
Unit of Measure
Cost Code Group
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
Parent Project UUID
Project Number
Customer
Address 1
Address 2
City
State
Postal Code
Phone
Project Group
Latitude
Longitude
Geofence Radius
Geofence Reminders
Onsite Verification
Additional Information
Assign Cost Codes
Create Subprojects
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Look Up By Employee UUID
Look Up By Employee Number
Update Username
Update Email
Update First Name
Update Last Name
Update Employee Number
Update Phone
Update Position
Update Employee Group
Wage Rate
Update Wage
Update Labor Burden
Update GPS Required Setting
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Date RangeRequired
Current or Previous Date Range
Custom Start Date
Custom End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Cost Code
Filter By Cost Code Description
Filter By Cost Code Group
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Flagged Response Status
Filter By Restricted Responses
Filter By Employee Name
Filter By Employee UUID
Date RangeRequired
Current or Previous Date Range
Custom Start Date
Custom End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Employee Name
Filter By Employee Number
Filter By Project Name
Filter By Project Number
Filter By Employee UUID
Filter By Project UUID
Filter By Document UUID
Date RangeRequired
Current or Previous Date Range
Custom Start Date
Custom End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Employee Number
Filter By Employee Group
Filter By Position
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Employee Name
Filter By Employee Number
Filter By Project Name
Filter By Project Number
Filter By Employee UUID
Filter By Project UUID
Filter By UUID
Date RangeRequired
Current or Previous Date Range
Custom Start Date
Custom End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Employee Name
Filter By Employee Number
Filter By Project Name
Filter By Project Number
Filter By Cost Code
Filter By Cost Code Description
Filter By Employee UUID
Filter By Project UUID
Filter By Cost Code UUID
Filter By Progress Entry UUID
Date RangeRequired
Current or Previous Date Range
Custom Start Date
Custom End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Project Number
Filter By Customer
Filter By Project Group
Filter By Parent Project UUID
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Employee Name
Filter By Employee Number
Filter By Time Off Type
Filter By Employee UUID
Date RangeRequired
Current or Previous Date Range
Custom Start Date
Custom End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Cost Code
Filter By Cost Code Description
Filter By Cost Code UUID
Filter By Cost Code Group
Filter By Cost Code Group UUID
Date RangeRequired
Current or Previous Date Range
Custom Start Date
Custom End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Equipment Name
Filter By Equipment UUID
Filter By Equipment Category
Filter By Equipment Category UUID
Date RangeRequired
Current or Previous Date Range
Custom Start Date
Custom End Date
ActionThis is an event a Zap performs.SearchFind existing data in your app
SolutionRequired
TableRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SolutionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SolutionRequired
TableRequired
RecordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Daily Sign Off Break Issue Submitted
Triggers when an employee reports a break issue when submitting their Daily Sign-Off answers.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCost Code Created
Triggers when a cost code is created in busybusy.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDaily Project Report Created
Triggers when a Daily Project Report is submitted.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFlagged Daily Sign In
Triggers when an employee is flagged when submitting their Daily Sign-In answers.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEquipment Hour Meter Updated
Triggers when an equipment hour meter is changed. This includes employee-submitted hour meter changes, as well as any automated updates to the machine's hour meter.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDaily Sign Off Injury Processed
Triggers when a Daily Sign-Off reported injury is marked as processed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPhotos & Notes: Note Updated
Triggers when a note is updated. This includes adding or modifying the description, changing the project, or if the entire note and all of its photos are deleted.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmployee Archived
Triggers when an employee is archived within busybusy.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmployee Updated
Triggers when an employee is updated in busybusy. This includes edits to the employee's settings, and their wage history. It will also be activated if an employee is unarchived. Note that updates can also occur for internal reasons. When using this trigger, it should be understood that some update triggers won't have meaningful data changes. This trigger is intended to assist in keeping datasets in sync.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProgress Entry Deleted
Triggers when a progress entry has been deleted.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProject Archived
Triggers when a project, or subproject, is archived within busybusy.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProject Updated
Triggers when a project, or subproject, is updated in busybusy. This includes edits to the project's settings. This trigger will also be activated if a project is unarchived. When using this trigger, it should be understood that some update triggers won't have meaningful data changes. This trigger is intended to assist in keeping datasets in sync.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTime Entry Deleted
Triggers when a time entry is deleted.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDaily Sign Off Time Inaccurate Submitted
Triggers when an employee reports inaccurate time when submitting their Daily Sign-Off answers.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTime Off Request Approved
Triggers when a time-off request is approved. The "Time Off Created" trigger will also be activated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTime Off Deleted
Triggers when a time-off entry is deleted.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTime Off Request Denied
Triggers when a time-off request is denied.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLook Up By Cost Code UUID
Look Up By Cost Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Look Up By Project UUID
Look Up By Project Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
UsernameRequired
PasswordRequired
Email
Employee Number
Phone Number
Position
Employee Group
Wage Rate
Wage
Labor Burden
GPS Required Setting
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Look Up By Cost Code UUID
Look Up By Cost Code
Update Cost Code
Update Cost Code Description
Update Unit of Measure
Update Cost Code Group
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Look Up By Project UUID
Look Up By Project Number
Update Project Name
Update Project Number
Update Customer
Update Address 1
Update Address 2
Update City
Update State
Update Postal Code
Update Phone
Update Project Group
Update Latitude
Update Longitude
Update Geofence Radius
Update Geofence Reminders
Update Onsite Verification
Update Additional Information
Assign Cost Codes
Create Subprojects
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Filter By Cost Code
Filter By Cost Code Description
Filter By Cost Code UUID
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Employee Name
Filter By Employee Number
Filter By Project Name
Filter By Project Number
Filter By Employee UUID
Filter By Project UUID
Filter By Daily Project Report UUID
Date RangeRequired
Current or Previous Date Range
Custom Start Date
Custom End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Time Inaccurate
Filter By Break Issue
Filter By Injury Reported
Filter By Employee Name
Filter By Employee UUID
Date RangeRequired
Current or Previous Date Range
Custom Start Date
Custom End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Name
Filter By Employee Number
Filter By Position
Filter By Username
Filter By Email
Filter By Employee UUID
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Employee Name
Filter By Employee Number
Filter By Project Name
Filter By Project Number
Filter By Employee UUID
Filter By Project UUID
Filter By Note UUID
Date RangeRequired
Current or Previous Date Range
Custom Start Date
Custom End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Employee Name
Filter By Employee UUID
Filter By Position Title
Filter By Employee Group
Filter By Employee Group UUID
Date RangeRequired
Current or Previous Date Range
Custom Start Date
Custom End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Project Number
Filter By Project Name
Filter By Customer
Filter By Project UUID
Filter By Parent Project UUID
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Employee Name
Filter By Employee Number
Filter By Project Name
Filter By Project Number
Filter By Cost Code
Filter By Cost Code Description
Filter By Employee UUID
Filter By Project UUID
Filter By Cost Code UUID
Filter By Time Entry UUID
Date RangeRequired
Current or Previous Date Range
Custom Start Date
Custom End Date
Date Format
Time Format
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Employee Name
Filter By Employee Number
Filter By Time Off Type
Filter By Time Off Request Status
Filter By Employee UUID
Date RangeRequired
Current or Previous Date Range
Custom Start Date
Custom End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Employee Name
Filter By Employee Number
Filter By Employee UUID
Filter By Employee Group
Filter By Employee Group UUID
Date RangeRequired
Current or Previous Date Range
Custom Start Date
Custom End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter By Project Name
Filter By Project Number
Filter By Project UUID
Filter By Project Group
Filter By Project Group UUID
Date RangeRequired
Current or Previous Date Range
Custom Start Date
Custom End Date
ActionThis is an event a Zap performs.SearchFind existing data in your app
About busybusy
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