TrustLayer + Zapier Tables

TrustLayer + Zapier Tables integrations

Create records in Zapier Tables when party compliance changes in TrustLayer

Maintain clear and up-to-date records with this efficient workflow. Whenever there's a change in party compliance in TrustLayer, a new record is created instantly in your Tables app, ensuring all data stay current and accurate. This automation not only saves time but also reduces the likelihood of manual errors, ensuring your party compliance information remains in good standing.

When this happens...
Party Compliance ChangedTriggers when a party compliance is changed in the global context.
TriggerInstant
automatically do this!
Create RecordCreates a new record on a table.
ActionWrite

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More things you can do with TrustLayer and Zapier Tables

Discover other triggers and actions you can use with TrustLayer and Zapier Tables

New Comment
Triggers when a new comment is added to the activity timeline.
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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
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
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- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
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- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
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- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table Name
  Required
Action
Search
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
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
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
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- Table ID
  Required
- Field
  Required
- Summary Formula
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
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- Table ID
  Required
- Calculate Field
  Required
- Aggregate Function
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Name
- Description
Action
Write
- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search

About TrustLayer

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

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About Zapier Tables

Zapier Tables is a no-code database built for automation.

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