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 |