Truss Integrations

Name: Zapier
Availability: InStock

Put Truss to work with AI and enterprise-grade automation

Automate smarter with Truss and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Trello

Project Management

QuickBooks Online

Accounting

ClickUp

Project Management

Calendly

Scheduling & Booking

Anthropic (Claude)

AI Models

Linear

Team Collaboration

Motion

Project Management

Gmail

Email, Google

Facebook Lead Ads

Ads & Conversion, Facebook

Trello

Project Management

QuickBooks Online

Accounting

ClickUp

Project Management

Calendly

Scheduling & Booking

Anthropic (Claude)

AI Models

Linear

Team Collaboration

Trello

Project Management

QuickBooks Online

Accounting

ClickUp

Project Management

Calendly

Scheduling & Booking

Anthropic (Claude)

AI Models

Linear

Team Collaboration

Motion

Project Management

Gmail

Email, Google

Facebook Lead Ads

Ads & Conversion, Facebook

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send private Slack channel messages for new Truss file uploads
Details
Try it
Truss + Slack
Create new projects in Truss and send private channel messages in Slack
Details
Try it
Truss + Slack
Send emails in Gmail when project status changes in Truss
Details
Try it
Truss + Gmail
Create new QuickBooks Online customers from new contacts in Truss
Premium
Details
Try it
Truss + QuickBooks Online
Create new Microsoft Outlook contacts from new contacts in Truss
Details
Try it
Truss + Microsoft Outlook
Create new Truss projects from new Microsoft OneNote notes in section
Details
Try it
Microsoft OneNote + Truss

Send private Slack channel messages for new Truss file uploads

Details

Try it

Truss + Slack

Create new projects in Truss and send private channel messages in Slack

Details

Try it

Truss + Slack

Send emails in Gmail when project status changes in Truss

Details

Try it

Truss + Gmail

Create new QuickBooks Online customers from new contacts in Truss

Details

Try it

Truss + QuickBooks Online

Create new Microsoft Outlook contacts from new contacts in Truss

Details

Try it

Truss + Microsoft Outlook

Create new Truss projects from new Microsoft OneNote notes in section

Details

Try it

Microsoft OneNote + Truss

Create tasks in ClickUp for every new project in Truss

Details

Try it

Truss + ClickUp

Send private channel messages in Slack when projects are modified in Truss

Details

Try it

Truss + Slack

Create new Truss contacts when LeadConnector pipeline stages change

Details

Try it

LeadConnector + Truss

Create new items in monday.com when projects are ready in Truss

Details

Try it

Truss + monday.com

Create new TaxDome contacts whenever there are new contacts in Truss

Details

Try it

Truss + TaxDome

Create new Truss contacts for every new contact in Clio

Details

Try it

Clio + Truss

Create tasks in ClickUp for every new project in Truss
Details
Try it
Truss + ClickUp
Send private channel messages in Slack when projects are modified in Truss
Details
Try it
Truss + Slack
Create new Truss contacts when LeadConnector pipeline stages change
Details
Try it
LeadConnector + Truss
Create new items in monday.com when projects are ready in Truss
Details
Try it
Truss + monday.com
Create new TaxDome contacts whenever there are new contacts in Truss
Details
Try it
Truss + TaxDome
Create new Truss contacts for every new contact in Clio
Details
Try it
Clio + Truss

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 Task
Triggers when add new Task to a porject.
Trigger
Instant
Try It
Contact Modified
Triggers when a contact info is changed.
Trigger
Instant
Try It
New File Upload
Triggers when a new file is uploaded to the Webapp.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Project Created
Triggers when a new project is created.
Trigger
Instant
Try It

Project Ready
Trigger when client finish all tasks
Trigger
Instant
Try It
Stripe Payment Complete
Triggers when a user finish the stripe payment
Trigger
Instant
Try It

- Contact ID
  Required
- Entity ID
  Required
Action
Write
- Project ID
  Required
- Entity ID
  Required
Action
Write
Get All Firm User
Get all the user from firm
Action
Write
- Project ID
  Required
- Contact ID
  Required
Action
Write
- Entity Name
  Required
- Entity Type
  Required
- EIN
- Client ID Number
- State Corp ID
- Secretary of State ID
- IP Pin
Action
Write
- Contact ID
  Required
Action
Write
- String From
  Required
- Ending At
  Required
Action
Write
- Project ID
  Required
- Tag Name
  Required
Action
Write
- Project ID
  Required
Action
Search
- Project ID
  Required
Action
Search

New Contact Linked to Entity
Trigger when a new contact is linked to Entity
Trigger
Instant
Try It
New Entity
Trigger when a new entity is created
Trigger
Instant
Try It
New Comment
Triggers when a new comment is added to a task.
Trigger
Instant
Try It
New Project Linked to Entity
Trigger when a new project is linked to entity
Trigger
Instant
Try It
Project Modified
Triggers when a project is modified.
Trigger
Instant
Try It
Project Status Change
Triggers when the project status change
Trigger
Instant
Try It
Project Task Modified
Triggers when a project task is modified.
Trigger
Instant
Try It
- Project ID
  Required
- Tag Name
  Required
Action
Write
Get All Projects in Firm
Get all projects in your firm
Action
Write
- Project ID
  Required
- Project Status ID
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Client ID Number
- Email
  Required
- Phone Number
- Contact Street Address
- Contact City
- Contact State
- Contact Zip
- Tag
Action
Write
- Group Template ID
  Required
- Project ID
  Required
Action
Write
- Entity ID
  Required
Action
Write
- User ID
  Required
- Project Name
  Required
- Contact ID
Action
Write
- Project ID
  Required
- Project Name
- Metadata
Action
Write
- Project ID
  Required
- Task ID
  Required
Action
Search
- ID
  Required
Action
Search

For builders

Let your AI safely access Truss

Go beyond Zap workflows. Install Zapier in your AI to call Truss actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Truss from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Add Contact to Entity
Add Project Tag

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Truss actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Truss connection @ https://zapier.com/fr/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "truss", owner: "me" });

await zapier.runAction({
  app: 'truss',
  action: 'add_contact_to_entity',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Truss Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Truss

Shockingly simple file collection via the Truss web application. Simple, Secure, Sorted.

HelpHelp

Related categories

Documents

Truss Integrations

Put Truss to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Send private Slack channel messages for new Truss file uploads

Create new projects in Truss and send private channel messages in Slack

Send emails in Gmail when project status changes in Truss

Create new QuickBooks Online customers from new contacts in Truss

Create new Microsoft Outlook contacts from new contacts in Truss

Create new Truss projects from new Microsoft OneNote notes in section

Send private Slack channel messages for new Truss file uploads

Create new projects in Truss and send private channel messages in Slack

Send emails in Gmail when project status changes in Truss

Create new QuickBooks Online customers from new contacts in Truss

Create new Microsoft Outlook contacts from new contacts in Truss

Create new Truss projects from new Microsoft OneNote notes in section

Create tasks in ClickUp for every new project in Truss

Send private channel messages in Slack when projects are modified in Truss

Create new Truss contacts when LeadConnector pipeline stages change

Create new items in monday.com when projects are ready in Truss

Create new TaxDome contacts whenever there are new contacts in Truss

Create new Truss contacts for every new contact in Clio

Create tasks in ClickUp for every new project in Truss

Send private channel messages in Slack when projects are modified in Truss

Create new Truss contacts when LeadConnector pipeline stages change

Create new items in monday.com when projects are ready in Truss

Create new TaxDome contacts whenever there are new contacts in Truss

Create new Truss contacts for every new contact in Clio

Let your AI safely access Truss

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Truss Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Truss Integrations

Popular Truss Integrations

Connect Your App Accounts to Zapier