Use the Zapier integration with trumpet to automate and streamline your processes by triggering workflows. We have put together some example Use Cases based on the triggers we have available in the table below:
Trigger | Use Case Example |
Pod Commented On | Send an email to a team when a Pod is commented on. |
New Stakeholder | Add to a custom sequence in CRM |
New Pod View | Add to a sheet for custom analysis |
Video Played | Update CRM trumpet doesn't integrate with |
Voice Note Played | Update CRM trumpet doesn't integrate with |
MAP updated | Update sequence |
Form Submitted | Send the response to somewhere we don't integrate with |
File Uploaded | Send the file to somewhere we don't integrate with |
File Downloaded | Update sequence |
Pod Shared | Send out automated email or sequence |
Proposal Downloaded | Update CRM trumpet doesn't integrate with |
Pod Closed | Update CRM trumpet doesn't integrate with |
New Pod Created | When a new pod is created, create entry in CRM |
New Template Created | When a new template is created, send a message to Slack alerting the team |