Truss Integrations

Name: Zapier
Availability: InStock

Do more with Truss integrations

Zapier lets you connect Truss with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Ignition

Proposal & Invoice Management

Slack

Team Chat

Financial Cents

Project Management

Motion

Project Management

Microsoft To Do

Microsoft, Task Management

Gmail

Email, Google

Microsoft Excel

Microsoft, Spreadsheets

Linear

Team Collaboration

Google Sheets

Google, Spreadsheets

Ignition

Proposal & Invoice Management

Slack

Team Chat

Financial Cents

Project Management

Motion

Project Management

Microsoft To Do

Microsoft, Task Management

Gmail

Email, Google

Ignition

Proposal & Invoice Management

Slack

Team Chat

Financial Cents

Project Management

Motion

Project Management

Microsoft To Do

Microsoft, Task Management

Gmail

Email, Google

Microsoft Excel

Microsoft, Spreadsheets

Linear

Team Collaboration

Google Sheets

Google, Spreadsheets

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Truss integrations with Zapier's templates

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

Send private Slack channel messages for new Truss file uploads

Details

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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

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Truss + Microsoft Outlook

Create new Truss projects from new OneNote notes in section

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OneNote + Truss

Create tasks in ClickUp for every new project in Truss

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Truss + ClickUp

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

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Truss + Slack

Create new Truss contacts when LeadConnector pipeline stages change

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LeadConnector + Truss

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

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Truss + monday.com

Create new TaxDome contacts whenever there are new contacts in Truss

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Truss + TaxDome

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

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
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Contact Modified
Triggers when a contact info is changed.
Trigger
Instant
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New File Upload
Triggers when a new file is uploaded to the Webapp.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Project Created
Triggers when a new project is created.
Trigger
Instant
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Project Ready
Trigger when client finish all tasks
Trigger
Instant
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Project Task Modified
Triggers when a project task is modified.
Trigger
Instant
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- 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
- User ID
  Required
- Project Name
  Required
- Contact ID
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
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New Entity
Trigger when a new entity is created
Trigger
Instant
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New Comment
Triggers when a new comment is added to a task.
Trigger
Instant
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New Project Linked to Entity
Trigger when a new project is linked to entity
Trigger
Instant
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Project Modified
Triggers when a project is modified.
Trigger
Instant
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Project Status Change
Triggers when the project status change
Trigger
Instant
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- Contact ID
  Required
- Entity ID
  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
- Project ID
  Required
- Project Name
- Metadata
Action
Write
- Project ID
  Required
- Task ID
  Required
Action
Search
- ID
  Required
Action
Search

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

Do more with Truss integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Truss integrations with Zapier's templates

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 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 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 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

Supported triggers and actions

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

Popular Truss Integrations

Popular Truss Integrations

Truss Integrations

Do more with Truss integrations

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 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 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 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

Truss Help & Support

Common questions

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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