TrustLayer Integrations

Name: Zapier
Availability: InStock

Put TrustLayer to work with AI and enterprise-grade automation

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

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Airtable

Databases

Microsoft Teams

Microsoft, Team Chat

NetSuite

CRM (Customer Relationship Management)

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Google Calendar

Calendar, Google

Google Drive

File Management & Storage, Google

HubSpot

Marketing Automation

Airtable

Databases

Microsoft Teams

Microsoft, Team Chat

NetSuite

CRM (Customer Relationship Management)

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Airtable

Databases

Microsoft Teams

Microsoft, Team Chat

NetSuite

CRM (Customer Relationship Management)

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Google Calendar

Calendar, Google

Google Drive

File Management & Storage, Google

HubSpot

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send emails in Gmail when documents are flagged in TrustLayer
Details
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TrustLayer + Gmail
Create records in Zapier Tables when party compliance changes in TrustLayer
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TrustLayer + Zapier Tables

Send emails in Gmail when documents are flagged in TrustLayer

Details

Try it

TrustLayer + Gmail

Create records in Zapier Tables when party compliance changes in TrustLayer

Details

Try it

TrustLayer + Zapier Tables

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 new comment is added to the activity timeline.
Trigger
Instant
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Document Deleted
Triggers when a document is deleted.
Trigger
Instant
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Document Flagged
Triggers when a document is flagged.
Trigger
Instant
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Document Processed
Triggers when a document is processed.
Trigger
Instant
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Document Uploaded
Triggers when a document is uploaded.
Trigger
Instant
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Document Verified
Triggers when a document is verified.
Trigger
Instant
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Party Compliance Changed
Triggers when a party compliance is changed in the global context.
Trigger
Instant
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Party Compliance Profile Changed
Triggers when a party compliance profile is changed.
Trigger
Instant
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Party Created
Triggers when a party is created.
Trigger
Instant
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Party Deleted
Triggers when a party is deleted.
Trigger
Instant
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Project Activated
Triggers when an inactive project is activated.
Trigger
Instant
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Party Compliance Lost in Project
Triggers when a party compliance is lost in a project.
Trigger
Instant
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Project Created
Triggers when a project is created.
Trigger
Instant
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Project Deactivated
Triggers when an active project is deactivated.
Trigger
Instant
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Party Removed From a Project
Triggers when a party is removed from a project.
Trigger
Instant
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- Document ID
  Required
- Party ID
  Required
Action
Write
- Project ID
  Required
- Party ID
  Required
Action
Write
- Party Name
  Required
- Party Type
  Required
- Party Website
- Party City
- Party Country
- Party Line 1 Address
- Party Line 2 Address
- Party Postal Code
- Party Region
- Provider
- External ID
- Custom Data ID
- Custom Data Value
- Additional Notes
Action
Write
- Party ID
  Required
- Email
  Required
- Name
  Required
- Company
- Phone
- Fax
- Primary
  Required
- Title
- Default Request Recipient
  Required
Action
Write
- Project Name
  Required
- Project Description
- Start Date
- End Date
- Provider
- Ids for instances of this provider's integration
- Custom Data ID
- Custom Data Value
Action
Write
- Project ID
  Required
- Party ID
  Required
Action
Write
- Name
  Required
Action
Search
- External ID
- Provider
- Party Name
- Party Type
- Project
- Created At Datetime
- Created At Operator
- Updated At Datetime
- Updated At Operator
- Custom Data ID
- Custom Data Value
Action
Search
- Project Name
- Project Description
- Start Date
- End Date
- Provider
- Ids for instances of this provider's integration
Action
Search
- Project Name
  Required
- Project Description
- Start Date
- End Date
- Provider
- Ids for instances of this provider's integration
- Custom Data ID
- Custom Data Value
Action
Search or write

Document Archived
Triggers when a document is archived.
Trigger
Instant
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Document Edited
Triggers when a document is edited.
Trigger
Instant
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Document Flag Removed
Triggers when a document flag is removed.
Trigger
Instant
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Document Reviewed
Triggers when a document is reviewed.
Trigger
Instant
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Document Verification Removed
Triggers when a document verification is removed.
Trigger
Instant
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Party Activated
Triggers when a party is activated.
Trigger
Instant
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Party Compliance Lost
Triggers when a party compliance is lost in the global context.
Trigger
Instant
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Party Compliance Reached
Triggers when a party compliance is reached in the global context.
Trigger
Instant
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Party Deactivated
Triggers when a party is deactivated.
Trigger
Instant
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Party Updated
Triggers when these party fields are updated: organization, address, website, name, type, isActive, additionalNotes.
Trigger
Instant
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Party Compliance Changed in Project
Triggers when a party compliance score changes in a project.
Trigger
Instant
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Party Compliance Reached in Project
Triggers when a party compliance score reaches 100% in a project.
Trigger
Instant
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Project Deleted
Triggers when a project is deleted.
Trigger
Instant
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Party Added to a Project
Triggers when a party is added to a project.
Trigger
Instant
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Project Updated
Triggers when name, description, start/end date, compliance profile, party list, attachments, custom fields are updated.
Trigger
Instant
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- Document ID
  Required
- Project ID
  Required
Action
Write
- Document Data
  Required
- Document Name
  Required
Action
Write
- Compliance Profile ID
  Required
- Party ID
  Required
Action
Write
- Party ID
  Required
- Custom Data ID
- Custom Data Value
Action
Write
- Document ID
  Required
- Project ID
  Required
Action
Write
- Applies to all projects?
- Name
- Notes
- Email
- Document ID
  Required
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- External ID
- Provider
- Party Name
  Required
- Party Type
  Required
- Project
- Created At Datetime
- Created At Operator
- Updated At Datetime
- Updated At Operator
- Custom Data ID
- Custom Data Value
- Party Website
- Party City
- Party Country
- Party Line 1 Address
- Party Line 2 Address
- Party Postal Code
- Party Region
- External ID
- Additional Notes
Action
Search or write

For builders

Let your AI safely access TrustLayer

Go beyond Zap workflows. Install Zapier in your AI to call TrustLayer 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 TrustLayer 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

Add Document to Party
Add Document to Project

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose TrustLayer 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 TrustLayer 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: "trustlayer", owner: "me" });

await zapier.runAction({
  app: 'trustlayer',
  action: 'addDocumentToPartyCreate',
  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.

TrustLayer Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About TrustLayer

TrustLayer is a tool to track compliance risk across your projects.

HelpHelp

Related categories

Business Intelligence

TrustLayer Integrations

Put TrustLayer to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send emails in Gmail when documents are flagged in TrustLayer

Create records in Zapier Tables when party compliance changes in TrustLayer

Send emails in Gmail when documents are flagged in TrustLayer

Create records in Zapier Tables when party compliance changes in TrustLayer

Supported triggers and actions

Let your AI safely access TrustLayer

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

TrustLayer Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular TrustLayer Integrations

Popular TrustLayer Integrations

TrustLayer Integrations

Put TrustLayer to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Send emails in Gmail when documents are flagged in TrustLayer

Create records in Zapier Tables when party compliance changes in TrustLayer

Send emails in Gmail when documents are flagged in TrustLayer

Create records in Zapier Tables when party compliance changes in TrustLayer

Let your AI safely access TrustLayer

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

TrustLayer Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular TrustLayer Integrations

Popular TrustLayer Integrations

Connect Your App Accounts to Zapier