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How Zapier works
Zapier makes it easy to integrate Plumsail Forms with Trackabi - 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 "New Submission" from Plumsail Forms.
Add your action
An action happens after the trigger—such as "Add Client" in Trackabi.
You’re connected!
Zapier seamlessly connects Plumsail Forms and Trackabi, automating your workflow.
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.
- Public FormRequired
Try ItTriggerInstant- Form IDRequired
- Submission IDRequired
ActionWrite- New Member
Triggers when there's a new member.
Try ItTriggerPolling - New Project
Triggers when there's a new project.
Try ItTriggerPolling
- File URLRequired
ActionWrite- New Client
Triggers when there's a new client.
Try ItTriggerPolling - Start date (today, if empty)
- End date (Start date + 365 days, if empty)
- Own only
- Reverse
- Order by
Try ItTriggerPolling- New Task
Triggers when there's a new task.
Try ItTriggerPolling
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