Subcontractor Hub offers robust automation capabilities through Zapier, allowing you to connect with numerous applications and streamline your workflows. This guide provides an overview of the triggers and actions available for Subcontractor Hub via Zapier.
Triggers:
Triggers are events that start a Zap. When the specified event occurs in Subcontractor Hub, Zapier will perform the actions you set up.
Get Stages Keys
Description: Triggers when stages update Subcontractor Hub.
Use Case: Automate the process of updating project stages in other project management tools or databases.
New Project
Description: Triggers when a new project is added to Subcontractor Hub.
Use Case: Automatically notify team members or update project management tools when a new project starts.
New Customer
Description: Triggers when a new customer is added to Subcontractor Hub.
Use Case: Sync new customer data with CRM systems or other databases to keep information up-to-date.
Actions:
Actions are the tasks that Zapier performs after a trigger event occurs.
Create Customer
Description: Creates a new customer in Subcontractor Hub.
Use Case: Automatically add customer information from form submissions or other CRMs into Subcontractor Hub.
Create Project
Description: Creates a new project in Subcontractor Hub.
Use Case: Initiate new projects automatically based on triggers from other tools, such as when a project is approved in a project management system.
Update Stages
Description: Updates the stages of a project in Subcontractor Hub.
Use Case: Keep project stages synchronized with other project management tools to ensure all systems reflect the current status.
Update Project
Description: Updates an existing project’s details in Subcontractor Hub.
Use Case: Maintain up-to-date project information across various platforms by updating project details in real-time.
Example Workflows:
Creating New Customers from Website or CRM:
Trigger: New lead captured from a web form or a CRM.
Action: Create a customer in Subcontractor Hub, send a welcome email, and update a CRM or Google Sheet with customer details.
Project Ingestion:
Trigger: New project created in Subcontractor Hub.
Action: Push project details to an existing project management tool like Trello or Asana to keep all team members aligned and updated.
Project Milestone Updates:
Trigger: Scheduled milestone or status update from your current project management system.
Action: Update the corresponding project in Subcontractor Hub to give teams visibility on project statuses and movement.
Getting Started:
To start using Subcontractor Hub with Zapier:
Sign in to your Zapier account.
Connect your Subcontractor Hub account.
Choose the desired triggers and actions to create your automated workflows (Zaps).
Test your Zap to ensure it works as expected.
Enable your Zap and let automation handle repetitive tasks.
By leveraging these triggers and actions, you can enhance your business processes, improve data accuracy, and save valuable time.
For more detailed information and examples, you can visit the Zapier integration page for Subcontractor Hub