Create integrations between HourStack and ClientSuccess to automate any workflow
WHEN THIS HAPPENS
Team UpdatedAUTOMATICALLY DO THIS
Create Engagement InteractionEndless possibilities
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect HourStack and ClientSuccess 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.
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.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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.
Workspace IDRequired
NameRequired
Project IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Timer IDRequired
Time logged
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Label IDRequired
Name
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Timer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Name
Description
Notes
Due date
Member IDsRequired
Project ID
Label IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Task IDRequired
Name
Description
Notes
Due date
Member IDs
Project ID
Label IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Team IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Task IDRequired
Member ID
Time scheduled
Time logged
Timer is running
Timer is completed
Start dateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Client NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
Source provider
Source ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
Source provider
Source ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
Source provider
Source ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
Task Or Project NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
NameRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspace IDRequired
NameRequired
Description
Notes
Due date
Member IDsRequired
Project ID
Label IDs
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspace IDRequired
Task Or Project NameRequired
Task IDRequired
Member ID
Time scheduled
Time logged
Timer is running
Timer is completed
Start dateRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew User
Triggers when a new user/employee is added to your organization.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
StatusRequired
Success Cycle ID
Assigned Employee
Assigned Sales Rep Name
Client as of
Street Address
City
Zip Code
State/Province
Country
LinkedIn URL
Salesforce Account ID
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Contract NameRequired
Description
Note
Booking Date
Close Lost Date
Probability
Currency
Assigned ARR
Assigned MRR
Terminated Date
Terminated Effective Date
External ID
Auto Renewal
Booked By Employee ID
Closed Lost By Employee ID
Terminated Lost By Employee ID
Type Value
Stage ValueRequired
Forecast Type Value
Tenant Product IDRequired
Line Number
Product Code
Description
QuantityRequired
TotalRequired
Recurring
Termination Start Date
Termination End Date
Assigned ARR
Assigned MRR
External ID
Billing Frequency
Modified Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Risk LevelRequired
Employee
Note
Created Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
EmployeeRequired
NameRequired
Note
Due Date
Start Date
Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail AddressRequired
ClientRequired
First NameRequired
Last NameRequired
Title
Office Phone
Mobile Phone
LinkedIn URL
Executive Sponsor?
Advocate?
Champion?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Workspace IDRequired
Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Client IDRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Timer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
NameRequired
Client ID
Color
Time Budgeted
Due at
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Project IDRequired
Name
Client ID
Color
Time Budgeted
Due at
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Timer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
NameRequired
Member IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Team IDRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Timer IDRequired
Member ID
Time scheduled
Time logged
Timer is running
Timer is completed
Start date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
Project NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
Task NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
Team NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace IDRequired
NameRequired
Project IDs
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspace IDRequired
NameRequired
Client ID
Color
Time Budgeted
Due at
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspace IDRequired
NameRequired
Member IDs
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Client
Triggers when a new client is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planClientRequired
First NameRequired
Last NameRequired
Email AddressRequired
Title
Office Phone
Mobile Phone
LinkedIn URL
Executive Sponsor?
Advocate?
Champion?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Interaction TypeRequired
Contact ID
Employee
Note
Subject
Created Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
ClientRequired
NoteRequired
AmountRequired
QuantityRequired
Start DateRequired
End DateRequired
Is Recurring?Required
Auto Renew?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task UUIDRequired
Assign to Employee
Name
Note
Due Date
Completed
Start Date
Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal IDRequired
NameRequired
StatusRequired
Success Cycle ID
Assigned Employee
Assigned Sales Rep Name
Client as of
Street Address
City
Zip Code
State/Province
Country
LinkedIn URL
Salesforce Account ID
External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Related categories
ClientSuccess is customer success platform that helps retain and grow existing customer bases.