Workflow automations & integration

This page contains a list of automation used between software, triggers and actions they perform as well as any custom integrations.

Trigger Systems involved Process Result
Report Delivered item checked Trello   Move card to Post-engagement, set Retest expiry date to 3 months from now
Preparation checklist completed Trello   Card added to top of Ready to go list
Any item is checked Trello, Zapier, Slack 1. Trello sends POST request to Zapier webhook
2. Zapier gets list of Channel IDs and Names from Slack
3. Zapier converts Channel Name to ID
4. Send message to correct Slack channel
Message displayed in Slack showing the checked item
Added Project ID is checked Trello   Project ID value is prepended to card name
Do project folder & Slack channel create (Auto) is checked Trello, Zapier, SharePoint, Slack 1. Trello sends POST request to Zapier webhook
2. Zapier authenticates to Graph API
3. Batch request is prepared
4. Batch request sent to Graph API
5. Project folder template created in SharePoint
6. Slack channel created
7. Topic set in channel
8. Trello bot added to channel
9. Trello card link written in channel
10. Zapier gets Slack channel permalink
11. Slack permalink added to Trello card
New SharePoint channel created, new Slack channel created
User is added/removed to/from Trello card Trello, Zapier, SharePoint, Slack 1. Trello sends POST request to Zapier webhook
2. User is permissions on the relevant SharePoint folder is added/removed.
3. If removing, stop here
4. Zapier gets list of Channel IDs and Names from Slack
5. Zapier converts Channel Name to ID
6. Find Slack user ID from email
7. Invite user to Slack channel
User gets/loses write perms on project folder and added to Slack channel (but never removed)
Proposal is viewed for first time Qwilr, Slack   Slack message sent to #general
Proposal accepted Qwilr, Zapier, Slack, Trello 1. Slack message sent to #general
2. Trello card created
3. Checklists Pre/Post engagement added to card
New message in Slack. New project card in Trello
Feedback form completed Typeform, Slack   Message sent to Slack
Testimonial form completed Typeform, Slack   Message sent to Slack
Volkis RR Template master branch changed Gitlab, Zapier 1. CI/CD Sends relevant files to Zapier
2. Zapier adds/updates files to Storage
Updated template files in Storage by Zapier
Generate proposal in Qwilr button is pressed Pipedrive, Hit the Pipe, Zapier, Qwilr 1. Pipedrive directs user to a URL in Hit the Pipe
2. Hit the Pipe gets Deal data from Pipedrive
3. Hit the Pipe sends Deal data to Zapier webhook
4. Zapier creates a new proposal in Qwilr, autofilling some fields
5. When finished, Zapier sends a callback request to Hit the Pipe with the new Qwilr project ID
6. Hit the Pipe adds Qwilr proposal URL to Deal
7. User redirected to new proposal URL
New proposal made, user redirected to proposal page, Pipedrive updated with Proposal URL