New Zapier integration in ActiveCollab 5.13
Moving data between apps and manually updating records is the biggest time-waster in any company. Zapier is a service that allows apps to talk to each other. ActiveCollab is now integrated. This means you can integrate ActiveCollabwith other apps and automate work. Zapier automates your work. You don’t need to wait for integration or pay developers.
ActiveCollab can take actions in one app and make them happen in another. Let’s say you need to organize a meeting. You first need to create an event in Google Calendar. Next, create an event in Google Calendar. This is done by creating rules in Zapier (aka. zaps) are like:WHEN there is a new event on Google Calendar, THEN create a task using ActiveCollabHow do you connect apps in Zapier
Create a Zapier account,
Connect apps to your Zapier account
Create a zap,
Define trigger condition * (when something happens in one …)* app).
*Define action *(…do some thing in the other app
Chain multiple zaps together, if you want
Test
ActiveCollab supports triggers (when any one of these things happens, an action can occur in another app). ActiveCollab supports the following: New project/task/tasklist is created
New comment/time record added
A task is complete/moved onto another task list
ActiveCollab supports actions (what can happen in ActiveCollab if something happens in another app).
Add a comment to a selected task/a new comment to a conversation
Complete a task/project
Invites a new user into a project
Tip: ActiveCollab can be connected with ActiveCollab. For example, invite a user when a project is created. This can help you save a lot of time (examples).
Bug catching: When a customer discovers a bug, and fills out a Google Forms form, create an ActiveCollab task for developers to work on it.
Reporting: Collect data from many apps and then record it into a Google spreadsheet. This allows you to use one master data source rather than searching through multiple apps for the information.
Sales leads: When a potential client fills in a lead generation form for sales, create a new task under “New Leads” tasklist. Then, automatically email them asking more information. Once they have filled it out, move the task to “Ready to Contact”, which your sales agent will go through.
YouCanBookMe allows customers to schedule presentations. Create a task, email the customer, and add an event to a calendar.
Chat transcripts can be saved: Save the transcript after a LiveChat is over.
Management of job applications: When a job candidate fills out a form with their name and task title, attach their CV, and then send an email asking if they are available. If you move the task to the “Interview” tasklist, you will automatically send a rejection note.
Tracking your work progress: When someone completes a task post a message to Slack. Zapier allows you to control the type of notifications you want in Slack with greater precision.
File management: When a new task is created using attachments, save them to a folder in Dropbox.
Github issue management: When someone raises a Github issue, create an ActiveCollab task; once it’s finished, close the issue.
Project management: When a client has created a new Dropbox folder or added a note to it.