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What's possible with the Zapier integration

Learn more about the most popular Zaps that our customers use to improve their internal workflows.

Updated yesterday

🕰️ Est. Time: 10 minutes

🎯 Goal: Understand the capabilities of integrations and how you can use them to Streamline your workflows

🔑 Requirements: Access to Streamtime settings, the specific areas you need to create the integrations, and a Zapier account

⚠️ 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 depending on your request.

What is Zapier?


Zapier is a product that allows users to integrate their applications and automate workflows. Whether you’re slowed down by simple tasks or entire business-critical processes, Zaps can help you automate your workflows without code. Head to this article for a full introduction to Zapier and what it can do.

Top Streamtime & Zapier Integrations


Single-Step Zaps

We work with creative businesses on a daily basis helping them automate their processes where possible. Below are some popular single-step zaps that are guaranteed to improve your internal agency workflows and save time for what matters most.

Tools

Trigger

Action

Description

Streamtime + Slack

Job Activity

Send Channel Message

Select from a number of triggers based on Streamtime Jobs to send updates to a Slack Channel.

💡Pro Tip: Send a Slack message when a Job is completed and it's time for some celebratory GIFs from the team 🎉

Slack + Streamtime

Comment Added

Send Channel Message OR Send Direct Message

Get notified in Slack once a comment is made on a Job in Streamtime. You can also select whether the action will run based on specific user mentions.

Typeform + Streamtime

or

Jotform + Streamtime

or

Google Forms + Streamtime

... you get the picture

New form submission

Create a Job from a Template Job

Trigger a new Job created from a Template Job in Streamtime using the Duplicate Job Action

💡Pro Tip: Is a customer form submission your starting point? Set up a Zap to automate this process by duplicating one of your existing Job Templates to save time on clicks

Streamtime + Hubspot

Update Contact/Company

Update Contact/Company

Sync Contact/Company updates in Streamtime with Hubspot

Streamtime + Streamtime

Comment Added

Create a Work To Do

Create a Work To Do once a user gets mentioned on a Job using the Comment Added trigger

Streamtime + Streamtime

Label Added

Create a Priority Board Card

Add a Job, Quote, Expense, Invoice or Purchase Order to a specific Priority Board once a Label is added

Multi-Step Zaps

Zapier offers so much more, and sometimes it's required to build workflows with more than 2 steps. Note that you'll need to be on a paid Zapier plan to create workflows with multiple steps, but you can rest assured that a higher level of automation will be worth the extra cost.

Let's take a look at some of the most popular multi-step zaps that our customers use today.

Tools

Trigger

Action

Description

Hubspot + Streamtime (x2)

New Deal

Create a Job from a Job Template

+ Create a Job card in Priorities

Trigger a new Job created from an existing Template Job as well as add a card to your New Business Priorities board.

💡Pro Tip: looking to learn more about managing a sales pipeline in Streamtime? Head to this article.

Streamtime + Streamtime (x2)

Job Label Added

Find a Priority Board

+ Create a Priority Board Card

Trigger a Priority Board update if the Job changes its status by via a Label change.

Typeform + Streamtime (x2) + Slack

New Form Entry

Create a Job from a Job Template
+ Find Priority Board + Add a Job card to a Priority Board
+ Send a Slack Channel Message

Create a new Job, notify the team and add a card to Priorities once a new form entry is submitted

Pleo + Streamtime (x2)

Typeform + Streamtime (x2)

Google Forms + Streamtime(x2)

New Expense

Find Job
+ Add Expense with [name, cost, sell, currency, status, notes, reference]

Create a new Expense in Streamtime after it is submitted in Pleo

💡Pro Tip: team without a Job Edit permission will be able to submit their personal expenses this way

Streamtime + Slack

Comment Added with User Mention

Comment Added
+ Send Channel Message

Send a direct message to Slack once you've been mentioned on a Job in Streamtime

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.

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