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How Zapier works
Zapier makes it easy to integrate Behavior Tracker with Smartnotation - 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 Report" from Behavior Tracker.
Add your action
An action happens after the trigger—such as "Create New Agenda Item" in Smartnotation.
You’re connected!
Zapier seamlessly connects Behavior Tracker and Smartnotation, 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.
- New Report
Triggers when a new report is created.
Try ItTriggerPolling - Trigger only on meetings that I am invited to
- Project
Try ItTriggerPolling- TitleRequired
- OwnerRequired
- DocumentRequired
ActionWrite- TitleRequired
- Description
- DocumentRequired
- Status
- Type
ActionWrite
- New Team
Triggers when a new team is created.
Try ItTriggerPolling - Type of the note to trigger on
- Only trigger on items assigned to me
Try ItTriggerPolling- Meeting NameRequired
- Summary
- Project
ActionWrite- TitleRequired
- Program Manager
ActionWrite
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