Have you ever wished Streamtime could integrate with your other favourite apps? It's alright to have other favourites – we understand. Imagine you were waiting for an item to be completed before starting your own; wouldn't it be useful to receive an alert through Slack, Discord, Teams, or even an email to let you know? Well, with Zapier, you can set this up and much more.

Feel free to keep reading or watch this webinar where Poli & Shivi go through various automation options with Zapier! 📺

What is Zapier

Zapier is a third-party product that enables people to integrate their favourite applications and automate workflows using simple logic instead of code to build these integrations. Zapier simplifies connecting Streamtime to Gmail, Outlook, Google Calendar, Slack, Typeform, Webflow, and many more, with over 5000 apps supported! You can check if your app is supported here.

While Zapier offers a free service, signing up for their paid subscription allows you to set up Multi-Step Zaps for advanced workflow automation.

⚠️ Heads Up: We’re here to help with using Zapier to hook Streamtime up with other third-party services, but keep in mind that Zapier is a third-party product too. We’ll do our best to support you, but sometimes you might need to reach out to the relevant service directly for the nitty-gritty stuff.

How does Zapier work?

Zapier uses a simple IFTTT (If This, Then That) logic to set up what are called Zaps. Basically, when something specific happens in one app (that's your Trigger), Zapier makes something else happen in another app (that’s the Action).

So, say your teammate ticks off an item as done in Streamtime—that's the Trigger for Zapier to ping you a DM in Slack as the Action.

Here are a few things you should know about Zaps:

Zaps are lightweight and super easy to set up.
They don’t import or export old data. Zaps only kick into action with new events that occur after you've enabled them.
Also, Zaps aren’t kept in sync (like "two-way syncing") after they’re triggered.

If you want to learn more about Zapier, head to their website.

How do I set up Zapier with Streamtime?

First off, you’ll need a Zapier account. Pop over to their website and get yourself set up.

Once you’re sorted, you can start linking your Streamtime account and any other apps you want to integrate with Zapier. Since Zapier is a third-party service, it’s a good idea to follow their recommended steps for connecting your apps. You can find all the details here.

How does Zapier work with Streamtime?

Now that you've linked all your apps, it’s time to start creating your Zaps for Streamtime. Zapier are the experts, so definitely check out their resources on crafting Zaps. Streamtime offers Triggers and Actions in Zapier that you can use to tailor your own Zaps.

Triggers

Streamtime has thirteen triggers that can be used to decide on actions in other apps, such as when a job has an update or a quote is approved. Check out the full list in the table below.

Company Created	Triggers when a Company is created
Company Updated	Triggers when a Company is modified
Contact Created	Triggers when a Contact is created
Contact Updated	Triggers when a Contact is modified
Invoice Sent	Triggers when an Invoice is sent to a client
Job Activity	Triggers when activity happens on a Job including on its Quotes, Invoices and Purchase Orders. Head here to see a full lost of Activity types in Zapier.
Job Comment Created	Triggers when a Comment is made on a job
Job Completed	Triggers when all Items on a Job have been completed
Job Created	Triggers when a Job is created
Job Deleted	Triggers when a Job is deleted
Label Added	Triggers when a Label is added including Job, Quote, Invoice, Expense, Company, Contact & User Labels
Label Removed	Triggers when a Label is removed including Job, Quote, Invoice, Expense, Company, Contact & User Labels
Quote Approved	Triggers when a Quote gets approved
Quote Sent	Triggers when a Quote is sent to a client

Actions

Actions are things that Streamtime can do when a trigger occurs in another app. There are two types of actions that we offer with the integration: SEARCH and CREATE.

You can skip the SEARCH if you don't need to find anything specific, however, sometimes you'll need to find the right ID of the Job, Quote, Expense, Priority Board, etc to direct your action to the right place in Streamtime. In this case, use a SEARCH Action to create a search for a specific job, team member, priority board, company and more.

The SEARCH step will surface the ID of the thing you're looking for, which you can then use in a subsequent CREATE Action. Typically, both types of actions are used in a Multi-Step Zap allowing you to set up more than one step in your workflow automation. Check out the full list of available actions in the table below.

SEARCH Actions

Find Branch	Finds a Branch in the system
Find Company	Finds a Company in the system
Find Contact	Finds a Contact in the system
Find Expense	Finds an Expense in the system
Find Invoice	Finds an Invoice in the system
Find Job	Finds a Job in the system
Find Priority Board	Finds a Priority Board in the system
Find Quote	Finds a Quote in the system
Find User	Finds a User in the system

CREATE Actions

Add Label	Add a Label to a Job, Quote, Invoice, Expense or User
Create Company	Creates a new Company.
Create Contact	Creates a new Contact.
Create Expense	Creates an Expense in the system
Create Job	Creates a new Job in the system
Duplicate Job	Duplicates a given Job in the system
Create Job Comment	Adds a Comment to the job
Create Job Post	Creates a Post on the job
Create Personal to Do	Creates a new Personal To Do.
Create Work To Do	Creates a To Do on a job in the system
Create Priority Board	Creates a Priority Board in the system
Create a Priority Board Card	Creates a card in a given Priority Board

🪪 What's this ID business all about?

In order to make sure your Actions are affecting the right Job, Quote, Expense or other entity within Streamtime, we need to paste in the correct ID. The ID is the bit of the URL that comes right at the end:

Using IDs makes sure that your Zap points the actions towards the right entity in Streamtime. You can use the SEARCH actions within Zapier to find the ID based on other inputs, for example, searching for a Job Name or Job Number to get the ID that you need to insert into your action; or you can skip this step and copy and paste the ID of what you're after directly into the Zap. It'll depend on each individual Zap setup as to what will work for you.

🛎️ Set-up & support

Now, you should have everything you need to get started with your custom Zapier integrations. Head to our Streamtime page in Zapier to set-up your first integration and take a step closer to a leaner workflow 🎉

Here at Streamtime, we're always happy to advise on how to improve your internal workflow, however, we do not provide support setup of your integrations with Zapier. Head here to read more about Advanced Workflow Solutions using Zapier.

💡 How to update your existing Zap with the latest Triggers & Actions

We regularly make changes to Zapier Triggers and Actions to aid your workflow. If you already have an active Zap set-up, you can easily change it to use the latest version of Streamtime. You might notice a window pop-up to let you know of the newer version available.