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Trussi Integrations

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CRM (Customer Relationship Management)

Put Trussi to work with AI and enterprise-grade automation

Automate smarter with Trussi and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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  • 9,000+ apps, 450+ AI tools
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Integrate Slack with TrussiIntegrate Slack with Trussi
Slack
Team Chat
Integrate Gmail with TrussiIntegrate Gmail with Trussi
Gmail
Email, Google
Integrate Google Sheets with TrussiIntegrate Google Sheets with Trussi
Google Sheets
Google, Spreadsheets
Integrate Facebook Lead Ads with TrussiIntegrate Facebook Lead Ads with Trussi
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Airtable with TrussiIntegrate Airtable with Trussi
Airtable
Databases
Integrate ActiveCampaign with TrussiIntegrate ActiveCampaign with Trussi
ActiveCampaign
Marketing Automation
Integrate Netlify with TrussiIntegrate Netlify with Trussi
Netlify
Website Builders
Integrate Slack with TrussiIntegrate Slack with Trussi
Slack
Team Chat
Integrate Gmail with TrussiIntegrate Gmail with Trussi
Gmail
Email, Google
Integrate Google Sheets with TrussiIntegrate Google Sheets with Trussi
Google Sheets
Google, Spreadsheets
Integrate Facebook Lead Ads with TrussiIntegrate Facebook Lead Ads with Trussi
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Airtable with TrussiIntegrate Airtable with Trussi
Airtable
Databases
Integrate ActiveCampaign with TrussiIntegrate ActiveCampaign with Trussi
ActiveCampaign
Marketing Automation
Integrate Slack with TrussiIntegrate Slack with Trussi
Slack
Team Chat
Integrate Gmail with TrussiIntegrate Gmail with Trussi
Gmail
Email, Google
Integrate Google Sheets with TrussiIntegrate Google Sheets with Trussi
Google Sheets
Google, Spreadsheets
Integrate Facebook Lead Ads with TrussiIntegrate Facebook Lead Ads with Trussi
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Airtable with TrussiIntegrate Airtable with Trussi
Airtable
Databases
Integrate ActiveCampaign with TrussiIntegrate ActiveCampaign with Trussi
ActiveCampaign
Marketing Automation
Integrate Netlify with TrussiIntegrate Netlify with Trussi
Netlify
Website Builders

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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.

  • Trussi triggers, actions, and search
    New Comment

    Triggers when a comment is added to a project.

    Trigger
    Instant
    Try It
  • Trussi triggers, actions, and search
    Quote Sent

    Triggers when a quote is sent to the customer, for signature or as a PDF by email. Returns the project the quote belongs to.

    Trigger
    Instant
    Try It
  • Trussi triggers, actions, and search
    Quote Viewed

    Triggers when the customer first opens a quote sent for signature. Needs the DocuSign integration in Trussi. Returns the project the quote belongs to.

    Trigger
    Instant
    Try It
  • Trussi triggers, actions, and search
    New Project File

    Triggers when a photo or document is added to a project - from the CRM, the sales app or the API. Fires once per file and returns the project with the file named.

    Trigger
    Instant
    Try It
  • Trussi triggers, actions, and search
    Quote Signed

    Triggers when the customer signs a quote. Needs the DocuSign integration in Trussi. Returns the project the quote belongs to.

    Trigger
    Instant
    Try It
  • Trussi triggers, actions, and search
    New or Updated Appointment

    Triggers when an appointment is booked on a project or an existing one changes.

    Trigger
    Instant
    Try It

For builders

Let your AI safely access Trussi

Go beyond Zap workflows. Install Zapier in your AI to call Trussi actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Trussi from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

  • Create Appointment
  • Create Lead

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose Trussi actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Trussi connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "trussi", owner: "me" });

await zapier.runAction({
  app: 'trussi',
  action: 'create_appointment',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});
Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Trussi Help & Support

Common questions

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About Trussi
Trussi is a CRM for roofing and restoration contractors that tracks leads, jobs, appointments and customer messages in one place.
Related categories

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