How to connect Trustmary + Paths by Zapier
Zapier lets you send info between Trustmary and Paths by Zapier automatically—no code required.
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- New Survey AnswerTriggers when a new survey answer is completed or when an incomplete answer does not progress for 15 minutes.Trigger
- Survey Answer CompletedTriggers when a new survey answer is completed.Trigger
- Create/Update ContactCreates a ContactAction
- Trigger Automation for ContactTriggers an Automation for a existing ContactAction
- Conditionally run...Creates a new branch.Action
- Filter TasksOnly allow task to continue if certain conditions are met.Action
- Step 1: Authenticate Trustmary and Paths by Zapier.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.