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How Zapier works
Zapier makes it easy to integrate Slack with TrustLayer - 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 "New Public Message Posted Anywhere" from Slack.
Add your action
An action happens after the trigger—such as "Add Document to Party" in TrustLayer.
You’re connected!
Zapier seamlessly connects Slack and TrustLayer, 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.
- Trigger for Bot Messages?
- Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Channel
- User Name
- Shared
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Search QueryRequired
- Optimized data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Conversation ID
- Reaction
- Member ID
- Message Author ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Zap Identifier
- Access type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New UserTriggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChannelRequired
- UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Allowed_delete_copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Allowed_edit_copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
- Content Type
- Reply Broadcast
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChannelRequired
- TopicRequired
- Topic set by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Status Text
- Status Emoji
- Expiration Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Remove User from ChannelThis action removes a specified user from a specified channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Edit MessageThis action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Public ChannelThis action will find a public channel in Slack using either the channel's ID or name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Delete MessageThis action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Conversation IDRequired
- Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search QueryRequired
- Sort By
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app- UsernameRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
Document ArchivedTriggers when a document is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Document EditedTriggers when a document is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Document Flag RemovedTriggers when a document flag is removed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Document ReviewedTriggers when a document is reviewed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Document Verification RemovedTriggers when a document verification is removed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Party ActivatedTriggers when a party is activated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Party Compliance LostTriggers when a party compliance is lost in the global context.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Party Compliance ReachedTriggers when a party compliance is reached in the global context.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Party DeactivatedTriggers when a party is deactivated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Party UpdatedTriggers when these party fields are updated: organization, address, website, name, type, isActive, additionalNotes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Party Compliance Changed in ProjectTriggers when a party compliance score changes in a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Party Compliance Reached in ProjectTriggers when a party compliance score reaches 100% in a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project DeletedTriggers when a project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Party Added to a ProjectTriggers when a party is added to a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project UpdatedTriggers when name, description, start/end date, compliance profile, party list, attachments, custom fields are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Document IDRequired
- Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document DataRequired
- Document NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Compliance Profile IDRequired
- Party IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Party IDRequired
- Custom Data ID
- Custom Data Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document IDRequired
- Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Applies to all projects?
- Name
- Notes
- Email
- Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- External ID
- Provider
- Party NameRequired
- Party TypeRequired
- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New ChannelTriggers when a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ChannelRequired
- Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Saved MessageTriggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- TextRequired
- Remind when?Required
- Remind who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
- Scheduled AsRequired
- Scheduled Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send Multi Message
- Message TextRequired
- Send as a bot?
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Status_copy
- Approval request messageRequired
- Send message asRequired
- Approval typeRequired
- Zap_id
- Include a link to this Zap?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Title
- Email
- Display Name
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Get Message by TimestampThis action retrieves a specific message from a conversation history in Slack using the message's timestamp.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Retrieve Thread MessagesThis action retrieves all the messages sent to a specific thread in a selected channel.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create Private ChannelThis action creates a private channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Conversation IDRequired
- Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Conversation IDRequired
- Message TS (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full NameRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
New CommentTriggers when a new comment is added to the activity timeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Document DeletedTriggers when a document is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Document FlaggedTriggers when a document is flagged.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Document ProcessedTriggers when a document is processed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Document UploadedTriggers when a document is uploaded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Document VerifiedTriggers when a document is verified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Party Compliance ChangedTriggers when a party compliance is changed in the global context.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Party Compliance Profile ChangedTriggers when a party compliance profile is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Party CreatedTriggers when a party is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Party DeletedTriggers when a party is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project ActivatedTriggers when an inactive project is activated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Party Compliance Lost in ProjectTriggers when a party compliance is lost in a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project CreatedTriggers when a project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project DeactivatedTriggers when an active project is deactivated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Party Removed From a ProjectTriggers when a party is removed from a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Document IDRequired
- Party IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Party IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Party NameRequired
- Party TypeRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Party IDRequired
- EmailRequired
- NameRequired
- Company
- Phone
- Fax
- PrimaryRequired
- Title
- Default Request RecipientRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project NameRequired
- Project Description
- Start Date
- End Date
- Provider
- Ids for instances of this provider's integration
- Custom Data ID
- Custom Data Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Party IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project Name
- Project Description
- Start Date
- End Date
- Provider
- Ids for instances of this provider's integration
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project NameRequired
- Project Description
- Start Date
- End Date
- Provider
- Ids for instances of this provider's integration
- Custom Data ID
- Custom Data Value
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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Connect Slack and TrustLayer to integrate crucial parts of your business
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