Record360 Zaps, Actions and Triggers

Zaps

Zapier is built around Zaps, which are automated workflows that connect apps together. With the Record360 Zapier app, you can use Record360 as a source of data to send to another app, or use another app to send data to Record360.

Triggers

A trigger is an event that starts a Zap. The Record360 Zapier app has 2 triggers:

Inspection Completed
Task Completed

This means that you can trigger an action in another app anytime an inspection is performed, or a task is completed, in Record360. See the link below for more information about Zapier triggers.

Set up your Zap trigger

Actions

An action is an event that happens as the result of a trigger in a Zap. The Record360 Zapier app has 3 actions:

Create Unit
Create Draft - creates a draft at the logged in user’s location
Create Draft at Selected Location - creates a draft in the location selected in the Zapier action
Create Draft with Workflow and Location as Parameters- create a draft in the location and workflow selected in the Zapier action
*Create Task

This means that you can use a trigger from another app to create a unit, task or draft in Record360. See the link below for more information about Zapier actions.

Set up your Zap action

* Note that Tasks are not visible in Record360 for customers on Basic pricing plans. Upgrade to Standard or Professional to view Tasks.