![]() Username: This is the username that you use to login to Trackops. Subdomain: This is the subdomain from your unique company url that you use to access Trackops (e.g. Name: A label that will identify this account. Click the button to connect a new Trackops account to Zapier (you will only have to do this for your first Zap). If this is your first Trackops Zap you will be prompted to connect your Trackops account to Zapier so that it can access your system data. ![]() If you have already connected Trackops with another application through Zapier, you can simply choose the connected account by clicking the dropdown and choosing the account. Note: For invoicing integrations, be sure to choose actions that include line items, otherwise your line items will not populate.Īt the next step, you will need to choose which Trackops account you wish to link with your Zap. Once you've got both your trigger and actions selected, click Continue. New API Webhook) and the application and action you wish to connect with. Next, choose the appropriate trigger (e.g. From here, start by choosing Trackops from the trigger app drop down. To get started, click the Make a Zap!link at the top of the Zapier dashboard. Once you've successfully logged into your Zapier account, you can now create a new zap to setup your first integration. Step 3: Create a new Zap using the Trackops App Once you've completed the signup process, you will be ready to create your first "Zap". If you do not already have a Zapier account, you will be prompted to create a new account during this process. Now that you have your Trackops API token, you can continue to activate your Trackops / Zapier integration using the following link: Step 2: Connect to the Trackops / Zapier Integration Your API token grants unrestricted access to your data, and should be treated like a sensitive password. Important: Do not share your API token with untrusted individuals, or send it via email. Step 1: Enable your Trackops APIīefore you can get started, you must first enable your Trackops API and get an API token. If you're ready to get started, continue reading below for more information on how to integrate Trackops with your favorite applications using Zapier.
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