TrackVia Integrations

  • Save Wufoo form entries to TrackVia database

    Have forms that you'd like to use instead of TrackVia's own forms? No problem. This integration will automatically save anything entered in your Wufoo form to your TrackVia database.

    How It Works

    1. Your Wufoo form is filled out
    2. Zapier adds that form data to your TrackVia database

    What You Need

    • A Wufoo form
    • A TrackVia account

    Got that? Then let's get started.

  • Send documents to WebMerge from TrackVia records

    Have data in your custom apps that you'd like to get into documents? Using Zapier, you can easily get any information you'd like from your custom TrackVia apps right into WebMerge.

    How It Works

    1. A new record is created in TrackVia
    2. Zapier automatically sends data to WebMerge

    What You Need

    • TrackVia account
    • WebMerge account
  • Create detailed events on Google Calendar for new records on TrackVia

    Tired of having key dates slip past you just because your scheduling didn't keep up with the rest of your workflow? Activate this TrackVia Google Calendar integration, and you'll be able to upgrade those processes once and for all. When you do, a new detailed event will automatically be created on Google Calendar for every new record added to TrackVia, keeping you on time from then on.

    How It Works

    1. A new record is added on TrackVia
    2. Zapier automatically creates a new detailed event on Google Calendar

    What You Need

    • TrackVia account
    • Google Calendar account
  • Quick add Google Calendar events from new TrackVia records

    Need to make sure those TrackVia records get processed into events, but working with inconsistently formatted email? This integration with Google Calendar could be the answer. After you've set it up, every new record you add on TrackVia will also produce a new event on Google Calendar from then on, using Google's quick add parsing functionality to automatically extract scheduling data from the fields you pass into it.

    How It Works

    1. A new record is added on TrackVia
    2. Zapier automatically adds a quick event to Google Calendar

    What You Need

    • TrackVia account
    • Google Calendar account
  • Send emails through Gmail for new records on TrackVia

    Trying to make sure everyone gets an update for new TrackVia records, but feel like it's taking too much of your time? Get the best of both worlds by letting this Zap send them for you. After it's been activated, a new email will be sent through Gmail for every new record on TrackVia, putting the word out with no effort on your part ever again.

    How It Works

    1. A new record is added on TrackVia
    2. Zapier automatically sends an email from Gmail

    What You Need

    • TrackVia account
    • Gmail account
  • Create TrackVia records for new emails on Gmail

    Want to make sure all those emails get properly logged, even when you're too busy to do it yourself? Let this Gmail-TrackVia integration do the job for you. It'll get to work immediately after it's been set up, automatically adding a new record on your TrackVia view for every new email you receive on Gmail, or only thosse that match a specific label or mailbox.

    How It Works

    1. A new email is received on Gmail
    2. Zapier automatically adds a new record to TrackVia

    What You Need

    • Gmail account
    • TrackVia account
  • Add new rows to Google Sheets from new TrackVia records

    Need some of that TrackVia data on Google Sheets for collaboration or anything else? No sense in copying it over manually when you could set up this TrackVia Google Sheets integration to handle it for you. Every new record on TrackVia will trigger the automation from then on, creating a new row on Google Sheets for you with its data.

    How It Works

    1. A new record is added on TrackVia
    2. Zapier automatically adds a new row to Google Sheets

    What You Need

    • TrackVia account
    • Google Sheets account
  • Get notified in Slack whenever a new entry is added to your TrackVia database

    Let your entire team know in Slack—or get a private Slackbot message—whenever a new entry is added to your TrackVia database.

    How It Works

    1. A new entry is added to your TrackVia database
    2. Zapier copies the data and sends you a message on Slack

    What You Need

    • A TrackVia database
    • A Slack account

    Got that? Then let's get started.

  • Send Mandrill email templates from new TrackVia records

    If you're using pre-defined email templates for your messages in response to new TrackVia records, why not set up this TrackVia Mandrill integration and let it run the show? Once you do, the data from every new TrackVia record you create after that will be used to fill out a Mandrill template email, sent to anyone you indicate, complately automatically.

    How It Works

    1. A new record is added on TrackVia
    2. Zapier automatically sends a Mandrill template email

    What You Need

    • TrackVia account
    • Mandrill account
  • Send Office 365 emails for new records on TrackVia

    Feeling like those email updates could use a little efficiency boost? Forget sending them yourself, try this TrackVia Office 365 integration to do it for you. From then on, a new email will be sent from your Office 365 email account in response to each and every new record that appears on TrackVia, making sure the mesage goes out on time, every time.

    How It Works

    1. A new record is added on TrackVia
    2. Zapier automatically sends a new email from Office 365

    What You Need

    • TrackVia account
    • Office 365 account
  • Send new TrackVia records to new view

    Need to make sure your TrackVia records are replicated everywhere they need to be? Set up this Zap and we'll handle it for you. From then on every new TrackVia record you add will create a new record on a different view, making sure that all your workflows are fed with the items they need automatically.

    How It Works

    1. A new record is created on TrackVia
    2. Zapier automatically adds a new record to TrackVia

    What You Need

    • TrackVia account
  • Add TrackVia database entries as new HubSpot contacts

    Using HubSpot to keep track of your CRM and marketing data? This integration will help by automatically creating new HubSpot contacts each time your TrackVia database has a new entry.

    How It Works

    1. You add a new contact to your TrackVia database
    2. Zapier adds that contact to your HubSpot account

    What You Need

    • A TrackVia account
    • A HubSpot account

    Got that? Then let's get started.

  • Create new FreshBooks clients from TrackVia entries

    Running your business from a TrackVia database? With this integration, whenever you add a new client to your TrackVia database, Zapier will automatically add them as a new client in FreshBooks.

    How It Works

    1. A new entry is added to your TrackVia database
    2. Zapier adds a new FreshBooks client from that data

    What You Need

    • A TrackVia account
    • A FreshBooks account

    Got that? Then let's get started.

  • Record FreshBooks payments in your TrackVia database

    Whenever you receive a new payment in FreshBooks, keep track of it in your TrackVia database with this integration.

    How It Works

    1. A customer pays you in FreshBooks
    2. Zapier adds that payment to your TrackVia database

    What You Need

    • A FreshBooks account
    • A TrackVia account

    Got that? Then let's get started.

  • Send changed TrackVia records to WebMerge

    Keeping track of data in your different apps can be difficult, especially when you need to move that data elsewhere. If you use something like TrackVia to create custom apps, use Zapier to help you move information over to WebMerge.

    How It Works

    1. You change a record in TrackVia
    2. Zapier automatically sends data to WebMerge

    What You Need

    • TrackVia account
    • WebMerge account
  • Create Offfice 365 events from new records in TrackVia

    Data entry is a drag no matter what industry you're in. With this TrackVia Office 365 integration, the data entry process becomes incredibly efficient. Every time a new record is input in TrackVia, it seamlessly creates to your Outlook calendar.

    How It Works

    1. A new record is added in TrackVia
    2. Zapier adds this as an event in Office 365

    What You Need

    • TrackVia account
    • Office 365 account
  • Add new TrackVia records from new HubSpot form submissions

    If those HubSpot form submissions are only the first step of your workflow, there's no sense in delaying it's progress due to slow manual entry. Automate the whole thing this HubSpot TrackVia integration and every new submission you receive on HubSpot from then on will add a record to TrackVia as well, making sure everything keeps moving.

    How It Works

    1. A new submission is received on HubSpot
    2. Zapier automatically adds a new record to TrackVia

    What You Need

    • HubSpot account
    • TrackVia account
  • Add new TrackVia records for new Formstack submissions

    Make sure your Formstack data keeps streaming into your pipeline as quickly as possible by putting some Zapier automation to work. Just set up this Formstack TrackVia integration and from then on a new TrackVia record will be created for each and every new submission detected on Formstack, as long as the Zap remains active.

    How It Works

    1. A new submission is received on Formstack
    2. Zapier automatically adds a new record to TrackVia

    What You Need

    • Formstack account
    • TrackVia account
  • Create TrackVia records for new emails parsed by mailparser.io

    Tired of picking out the same information from your emails over and over, just to have your TrackVia records fall out of date right after? Put an end to it by setting up this mailparser.io TrackVia integration. From then on, simply forward an email to mailparser.io to have its information extracted according to your parsing rules and automatically sent directly to TrackVia as a new record.

    How It Works

    1. A new email is parsed by mailparser.io
    2. Zapier automatically adds a new record to TrackVia

    What You Need

    • mailparser.io account
    • TrackVia account
  • Create TrackVia records for new JotForm submissions

    Having a hard time keeping up with all those JotForm submissions on TrackVia? Don't tolerate unnecessary bottlenecks—use this JotForm TrackVia integration to keep things moving instead. Just activate this integration and we'll make sure that a new record is automatically added to TrackVia for every new JotForm submission you receive from then on.

    How It Works

    1. A new submission is received on JotForm
    2. Zapier automatically adds a new record to TrackVia

    What You Need

    • JotForm account
    • TrackVia account
  • Add TrackVia records for new SMS messages on Twilio

    Want to make sure all those Twilio SMS messages are factoring in to your overview on TrackVia? Don't waste your time adding them one by one—let us handle that one for you. All you need to do is set up this Twilio TrackVia integration, after which every new SMS on Twilio will trigger it, automatically creating a new record with all your data on TrackVia.

    How It Works

    1. A new SMS message is logged on Twilio
    2. Zapier automatically adds a new record to TrackVia

    What You Need

    • Twilio account
    • TrackVia account
  • Create TrackVia records for new events on Google Calendar

    If your records are routinely behind your Google Calendar events or missing some entirely, perhaps its time to consider a process upgrade with this Google Calendar TrackVia integration. Just set this one up to keep things organized, adding new records on TrackVia with every new event created on Google Calendar automatically from then on.

    How It Works

    1. A new event is created on Google Calendar
    2. Zapier automatically adds a new record to TrackVia

    What You Need

    • Google Calendar account
    • TrackVia account
  • Send changed TrackVia records to a different view

    Are your cross-referenced TrackVia records falling out of sync a little too often? Use this Zap to make sure they always match. Once it's active, a new record will automatically be added to TrackVia every time a record changes elsewhere, keeping that workflow going with no extra effort.

    How It Works

    1. A record is changed on TrackVia
    2. Zapier automatically adds a new record to TrackVia

    What You Need

    • TrackVia account
  • Create TrackVia records for new orders on WooCommerce

    Want to make sure all your orders get logged and processed by your TrackVia workflows as quickly as possible? Then this WooCommerce TrackVia integration is the way to go. Simply activate this integration and enjoy effortless archival from then on, as every new WooCommerce order has its data sent to TrackVia, where a new record is created with it as a result.

    How It Works

    1. A new order is placed on WooCommerce
    2. Zapier automatically adds a new record to TrackVia

    What You Need

    • WooCommerce account
    • TrackVia account
  • Add new Campayn contacts from new records on TrackVia

    Don't have time to maintain contact lists yourself, but need to make sure your marketing always has a wide reach? Zapier automation to the rescue! Once this TrackVia-Campayn integration is set up it will ensure that the data for every new TrackVia record you add is sent to Campayn so a new record can be created in response.

    How It Works

    1. A new record is added on TrackVia
    2. Zapier automatically adds a new contact to Campayn

    What You Need

    • TrackVia account
    • Campayn account

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TrackVia Integration Details

Launched on Zapier July 4, 2014

Zapier combines Triggers (like "Add Record") and Actions (like "Add Record to View") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following TrackVia Triggers, Searches, and Actions are supported by Zapier:

Add Record

Triggers when a new record is created, or if an existing record changes to meet the filter criteria in the view.

Remove Record

Triggers when record is deleted, or if a record no longer meets the filter criteria for the view.

Changed Record

Triggers when a record changes.

Add Record to View

Add a record to a view which you specify.

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TrackVia is a low-code, mobile workflow management platform that can be quickly customized to digitize and streamline your enterprise operations, processes and data.