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How Zapier works
Zapier makes it easy to integrate Live Data Technologies with ProjectPlace - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Contact Job Change Detected" from Live Data Technologies.
Add your action
An action happens after the trigger—such as "Create Activity" in ProjectPlace.
You’re connected!
Zapier seamlessly connects Live Data Technologies and ProjectPlace, automating your workflow.
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.
- Ledger IDRequired
Try ItTriggerPolling- Ledger IDRequired
- Contact NameRequired
- Company NameRequired
- Title
- LinkedIn Profile
- Reference ID
ActionWrite- New Card Assignments
List user assignments on cards.
Try ItTriggerPolling - New Workspaces I Am Member Of
Lists workspaces to which you have access.
Try ItTriggerPolling
- Get All Ledgers
Triggers when a new ledger is detected in the org.
Try ItTriggerPolling - WorkspaceRequired
Try ItTriggerPolling- WorkspaceRequired
- BoardRequired
Try ItTriggerPolling- New Templates
List an account's templates for workspace.
Try ItTriggerPolling
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