What is Zapier?
Zapier is an AI automation platform that connects over 7000 SaaS apps and allows you to create automated workflows that save you time.
What can I do with Zapier?
You're pretty much limited to your imagination. Here are a few examples ...
Every time a new project is created in Runn, automatically announce it on the #new-work channel in Slack with an AI summary of the client the project is for.
When a new deal is closed in your CRM, automatically create a new client in Runn if it doesn't already exist.
How do I get started?
Follow this link to get started with Runn's Zapier integration
Zapier Terminology
Learn the basics below and you'll be up and running in a few minutes.
Trigger - the event that kicks off your workflow e.g. New Project in Runn
Action - one or more steps that happen after your trigger. e.g. Create a Message in a Slack Channel
Zap - the combination of a trigger and one or more actions. A Zap is the blueprint that describes what your workflow does.
Search Action - sometimes you'll need to check if something exists in Runn before you try to create it. e.g. When creating a project you need to specify a client, so search for it in Runn and automatically create it if it doesn't exist
What are the different ways I can create a Zap?
Choose from out-of-the-box Zaps that integrate with Runn
Provide Zapier a one-line description of what you're trying to do and Zapier will suggest a possible workflow (pretty neat huh!)
Create your own custom Zaps with many steps, including filters, loops, conditional logic & AI enrichment to do anything you like.
Examples
Updated deal in HubSpot changes to a certain stage > Create new client & tentative project in Runn.
New Row in a Google Sheet > Create a new Project in Run
New Project in Runn > Create an new announcement message in a Slack channel
New Time off in Runn > Create a weekly summary of these via email
New Row in a Google Sheet, Create a new timesheet entry (looking up the person by email, project and client by name).
Every Monday, post a summary to a Slack channel of all new people added in Runn.
Triggers supported
New Assignment
New Client
New Contract
New Holiday Group
New Person
New People Tag
New Project
New Project Tag
New Rate Card
New Role
New Skill
New Time Off
New Timesheet (Actual)
New User
New Workstream
Actions supported
Create Assignment
Create Client
Create Contract
Create Person
Create Project
Create Role
Create Skill
Create Timesheet (Actual)
Search actions supported
Find Client
Find Person
Find Project
Find Role
How do I learn more about Zapier?
What Runn plan do I need to use Zapier?
Runn's Zapier integration is available on the Professional & Premium plans
Is Zapier free to use?
Zapier offers a free plan with limited tasks and basic features. For more advanced usage, you'll need a paid Zapier subscription. Learn more on Zapier's pricing page.