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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 workflow.

Updated over a week ago

โšก๏ธ What is Zapier?


Zapier is a product that allows users to integrate their applications and automate workflows. Whether youโ€™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.

Did you know, we now have a Native Google Calendar Integration in Streamtime. You can learn how to set this up in our article here.

๐Ÿ Top Streamtime & Zapier Integrations


๐ŸŽฒ 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 workflow 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.
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๐Ÿ’กPro Tip: Send a Slack message when a job gets completed, its time for some celebratory gifs from their entire team ๐ŸŽ‰

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
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๐Ÿ’กPro 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

๐Ÿงฉ 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 template
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+ 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.
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๐Ÿ’กPro 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
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+ Create a Priority Board Card
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Trigger a board update if the job changes its status by changing its label.

Typeform + Streamtime (x2) + Slack

New Form Entry

Create a job from a template
+ Find Priority Board + Add a job card to a Priority Board
+ Send 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)
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Typeform + Streamtime (x2)
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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 gets submitted in Pleo
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๐Ÿ’กPro 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

๐Ÿ›Ž๏ธ 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 ๐ŸŽ‰

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.
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