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Zapier Integration Overview

Runn's Zapier integration enables you to create automated workflows between Runn and over 7000 different SaaS apps.

Updated over a week ago

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

  1. Updated deal in HubSpot changes to a certain stage > Create new client & tentative project in Runn.

  2. New Row in a Google Sheet > Create a new Project in Run

  3. New Project in Runn > Create an new announcement message in a Slack channel

  4. New Time off in Runn > Create a weekly summary of these via email

  5. New Row in a Google Sheet, Create a new timesheet entry (looking up the person by email, project and client by name).

  6. 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.

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