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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Comment Created" from JobTread.

Add your action

An action happens after the trigger—such as "Add Document to Party" in TrustLayer.

You’re connected!

Zapier seamlessly connects JobTread 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.

- Organization
  Required
Trigger
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- Organization
  Required
Trigger
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
- Limit files uploaded to this type (optional)
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Assignee
  Required
- Target Type
  Required
- Target Id
  Required
- Notify
Action
Write
- Organization
  Required
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- Organization
  Required
- Job ID
  Required
- Date
  Required
- Notes
- Notify assignees
- Assignees
Action
Write
- Organization
  Required
- Account ID
  Required
- Location Name
  Required
- Location Address
Action
Write
- Organization
  Required
- Add Vendor Contact
Action
Write
- Organization
  Required
- Target Type
  Required
- Target Id
  Required
- Task Template Name
  Required
- Start Date and Time
- Notify
Action
Write
- Organization
  Required
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- Organization
  Required
- Location Id
  Required
- Address
- Name
Action
Write
- Organization
  Required
- Account Id
- Vendor name
Action
Write
- Organization
  Required
- Customer Name
Action
Search
- Organization
  Required
- Location Name
Action
Search
- Organization
  Required
- Vendor Name
Action
Search
Document Archived
Triggers when a document is archived.
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Document Edited
Triggers when a document is edited.
Trigger
Instant
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Document Flag Removed
Triggers when a document flag is removed.
Trigger
Instant
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Document Reviewed
Triggers when a document is reviewed.
Trigger
Instant
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Document Verification Removed
Triggers when a document verification is removed.
Trigger
Instant
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Party Activated
Triggers when a party is activated.
Trigger
Instant
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Party Compliance Lost
Triggers when a party compliance is lost in the global context.
Trigger
Instant
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Party Compliance Reached
Triggers when a party compliance is reached in the global context.
Trigger
Instant
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Party Deactivated
Triggers when a party is deactivated.
Trigger
Instant
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Party Updated
Triggers when these party fields are updated: organization, address, website, name, type, isActive, additionalNotes.
Trigger
Instant
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Party Compliance Changed in Project
Triggers when a party compliance score changes in a project.
Trigger
Instant
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Party Compliance Reached in Project
Triggers when a party compliance score reaches 100% in a project.
Trigger
Instant
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Project Deleted
Triggers when a project is deleted.
Trigger
Instant
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Party Added to a Project
Triggers when a party is added to a project.
Trigger
Instant
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Project Updated
Triggers when name, description, start/end date, compliance profile, party list, attachments, custom fields are updated.
Trigger
Instant
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- Document ID
  Required
- Project ID
  Required
Action
Write
- Document Data
  Required
- Document Name
  Required
Action
Write
- Compliance Profile ID
  Required
- Party ID
  Required
Action
Write
- Party ID
  Required
- Custom Data ID
- Custom Data Value
Action
Write
- Document ID
  Required
- Project ID
  Required
Action
Write
- Applies to all projects?
- Name
- Notes
- Email
- Document ID
  Required
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- External ID
- Provider
- Party Name
  Required
- Party Type
  Required
- 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
Action
Search or write

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
- Limit files updated to this type (optional)
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- JavaScript Code
  Required
Action
Write
- Organization
  Required
- Comment Message
  Required
- Target Type
  Required
- Target Id
  Required
- Assignee Emails
Action
Write
- Organization
  Required
- Customer ID
  Required
- Name
  Required
- Title
Action
Write
- Organization
  Required
- Location ID
  Required
- Description
- Name
- Account ID
Action
Write
- Organization
  Required
- Name
  Required
- Description
- Is To-Do
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Assigned Emails
- Task Type Name
Action
Write
- Organization
  Required
- Vendor ID
  Required
- Name
  Required
- Title
Action
Write
- Query (JSON)
  Required
Action
Write
- Organization
  Required
- Job Id
  Required
- Description
- Name
- Closed On
Action
Write
- Organization
  Required
- Task Id
  Required
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- Organization
  Required
- File URLs
  Required
- Target Type
- Target Id
- File Tag Names
- File Folder
Action
Write
- Organization
  Required
- Job Number
- Job Name
Action
Search
- Organization
  Required
- User Email
- User Name
Action
Search
New Comment
Triggers when a new comment is added to the activity timeline.
Trigger
Instant
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Document Deleted
Triggers when a document is deleted.
Trigger
Instant
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Document Flagged
Triggers when a document is flagged.
Trigger
Instant
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Document Processed
Triggers when a document is processed.
Trigger
Instant
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Document Uploaded
Triggers when a document is uploaded.
Trigger
Instant
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Document Verified
Triggers when a document is verified.
Trigger
Instant
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Party Compliance Changed
Triggers when a party compliance is changed in the global context.
Trigger
Instant
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Party Compliance Profile Changed
Triggers when a party compliance profile is changed.
Trigger
Instant
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Party Created
Triggers when a party is created.
Trigger
Instant
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Party Deleted
Triggers when a party is deleted.
Trigger
Instant
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Project Activated
Triggers when an inactive project is activated.
Trigger
Instant
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Party Compliance Lost in Project
Triggers when a party compliance is lost in a project.
Trigger
Instant
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Project Created
Triggers when a project is created.
Trigger
Instant
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Project Deactivated
Triggers when an active project is deactivated.
Trigger
Instant
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Party Removed From a Project
Triggers when a party is removed from a project.
Trigger
Instant
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- Document ID
  Required
- Party ID
  Required
Action
Write
- Project ID
  Required
- Party ID
  Required
Action
Write
- Party Name
  Required
- Party Type
  Required
- 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
Action
Write
- Party ID
  Required
- Email
  Required
- Name
  Required
- Company
- Phone
- Fax
- Primary
  Required
- Title
- Default Request Recipient
  Required
Action
Write
- Project Name
  Required
- Project Description
- Start Date
- End Date
- Provider
- Ids for instances of this provider's integration
- Custom Data ID
- Custom Data Value
Action
Write
- Project ID
  Required
- Party ID
  Required
Action
Write
- Name
  Required
Action
Search
- 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
Action
Search
- Project Name
- Project Description
- Start Date
- End Date
- Provider
- Ids for instances of this provider's integration
Action
Search
- Project Name
  Required
- Project Description
- Start Date
- End Date
- Provider
- Ids for instances of this provider's integration
- Custom Data ID
- Custom Data Value
Action
Search or write

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Connect JobTread and TrustLayer to integrate crucial parts of your business

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Learn about AI automation

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

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Related categories

Project Management

About TrustLayer

TrustLayer is a tool to track compliance risk across your projects.