How to connect RequirementOne + Visible
Zapier lets you send info between RequirementOne and Visible automatically—no code required.
- New RecordTriggered when records are created or updated inside the project.Trigger
- New Time RegistrationNew time registration event.Trigger
- SearchSearch Requirement.Trigger
- Create or Update RecordCreates or updates a record.Action
- Create Requirement NoteAdds a note to a R1 requirement.Action
- Get Users From ProjectGets the users from project.Action
- Search on DocumentSearch on Document.Action
- Add InvestorCreates a new Investor in your Visible Fundraising pipeline.Action
Increments a data point for an existing metric.
Sets a data point for an existing metric. If there is already a data point for that date, it is replaced with the new value.
- Step 1: Authenticate RequirementOne + Visible.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.