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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Inspection Created" from Record360.

Add your action

An action happens after the trigger—such as "Only continue if..." in Filter by Zapier.

You’re connected!

Zapier seamlessly connects Record360 and Filter by Zapier, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Record360 to Filter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Record360 and Filter by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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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.

triggers, actions, or triggers and actions

Inspection Created
Triggers when an R360 Inspection has been completed.
Trigger
Instant
Try It
- Is this a Draft? Drafts can have photos and video added in the R360 mobile app. Inspections cannot be edited.
  Required
- Workflow
  Required
- Unit Reference Number
  Required
- Extended Data 1
- Extended Data Value 2
- Extended Data Value 3
- Extended Data Value 4
- Extended Data Value 5
- Extended Data Value 6
- Extended Data Value 7
- Extended Data Value 8
- Extended Data Value 9
- Extended Data Value 10
- Extended Data Value 11
- Extended Data Value 12
- Extended Data Value 13
- Extended Data Value 14
- Extended Data Value 15
Action
Write
- Is this a Draft? Drafts can have photos and video added in the R360 mobile app. Inspections cannot be edited.
  Required
- Location ID
  Required
- Workflow
  Required
- Unit Reference Number
  Required
- Extended Data 1
- Extended Data Value 2
- Extended Data Value 3
- Extended Data Value 4
- Extended Data Value 5
- Extended Data Value 6
- Extended Data Value 7
- Extended Data Value 8
- Extended Data Value 9
- Extended Data Value 10
- Extended Data Value 11
- Extended Data Value 12
- Extended Data Value 13
- Extended Data Value 14
- Extended Data Value 15
Action
Write
- Unit Reference Number
  Required
- Extended Data 1
- Extended Data Value 2
- Extended Data Value 3
- Extended Data Value 4
- Extended Data Value 5
- Extended Data Value 6
- Extended Data Value 7
- Extended Data Value 8
- Extended Data Value 9
- Extended Data Value 10
- Extended Data Value 11
- Extended Data Value 12
- Extended Data Value 13
- Extended Data Value 14
- Extended Data Value 15
Action
Write

Task Completed
Triggers when a Task on Record360 has been completed.
Trigger
Instant
Try It
- Is this a Draft? Drafts can have photos and video added in the R360 mobile app. Inspections cannot be edited.
  Required
- Workflow
  Required
- Location ID
  Required
- Unit Reference Number
  Required
- Extended Data 1
- Extended Data Value 2
- Extended Data Value 3
- Extended Data Value 4
- Extended Data Value 5
- Extended Data Value 6
- Extended Data Value 7
- Extended Data Value 8
- Extended Data Value 9
- Extended Data Value 10
- Extended Data Value 11
- Extended Data Value 12
- Extended Data Value 13
- Extended Data Value 14
- Extended Data Value 15
Action
Write
- Name
  Required
- Description
- Assignee Email
- Priority Task?
- Unit Reference Number
  Required
- Due Date
  Required
Action
Write
- Only continue if...
  Required
Action
Filter

Learn how to automate Filter by Zapier on the Zapier blog

About Record360

Easily integrate with Record360 Workflows for Heavy Equipment and Rental management

Related categories

Task Management

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Related categories

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