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How Zapier works
Zapier makes it easy to integrate byDesign Workspace with Urbanise FM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Comment Added" from byDesign Workspace.
Add your action
An action happens after the trigger—such as "Add Document to Job" in Urbanise FM.
You’re connected!
Zapier seamlessly connects byDesign Workspace and Urbanise FM, automating your workflow.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Comment Added
Triggers when a new comment is added to a request.
Try ItTriggerPolling - Request Created
Triggers when a new request is created.
Try ItTriggerPolling - Request NameRequired
- Request DescriptionRequired
- Request Due DateRequired
- Request TypeRequired
- File URL
- File Name
- Reference Links
- Dimensions & File Types
ActionWrite- Account Updated
Triggers When An Account Has Been Updated.
Try ItTriggerInstant
- File Uploaded
Triggers when a new file is uploaded to a request.
Try ItTriggerPolling - Request Updated
Triggers when a new request is updated.
Try ItTriggerPolling - Account Created
Triggers When An Account Has Been Created.
Try ItTriggerInstant - Invoice Status Changed
Triggers when an Invoice's Status Changes.
Try ItTriggerInstant