Put Trussi to work with AI and enterprise-grade automation
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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.
- New Comment
Triggers when a comment is added to a project.
Try ItTriggerInstant - New Lead
Triggers when a new lead or project is created.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - 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.
Try ItTriggerInstant
- New Customer
Triggers when a new customer is created.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Quote Signed
Triggers when the customer signs a quote. Needs the DocuSign integration in Trussi. Returns the project the quote belongs to.
Try ItTriggerInstant - New or Updated Appointment
Triggers when an appointment is booked on a project or an existing one changes.
Try ItTriggerInstant
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.
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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
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
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}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.








