How does TrackVia integrate with other applications?
There are two ways in which TrackVia can integrate with other Web-based applications—through our PUBLIC API and through ZAPIER.
What is Zapier and why is it an excellent fit for TrackVia users?
Zapier is a third-party service that connects hundreds of Web-based applications to each other using a very simple “when this happens, do this” structure. The best part is that you don’t need to be a programmer or know how to write the code for a REST API.
Does Zapier have any limitations as it relates to TrackVia?
If you are looking for very deep data integration between TrackVia and another Web-based application, Zapier is not the tool for the job—TRACKVIA’S PUBLIC API is more appropriate. However, Zapier will allow you to create integrations for simple workflows between apps.
What’s a “Zap”?
Zapier calls a connection between two applications a “Zap”.
Does a “Zap” allow TrackVia to truly sync with other applications?
No. At this time, Zapier does not support two-way syncing for any app. Think of “Zaps” as one-way, one-time actions. Additionally, updating an existing “Zap” is something Zapier does not support right now. To read more about syncing, GO HERE.
Do I need a separate Zapier account to integrate my TrackVia application(s) with other popular software services?
All TRACKVIA PRICING PLANS are Zapier-enabled, so if you have an existing Zapier subscription, you can begin connecting with other applications right away. If you don’t already have a Zapier subscription, access is included with your TrackVia subscription.
Which TrackVia pricing plans include integration with Zapier?
Zapier integration is available across all of TrackVia’s SUBSCRIPTION PLANS. For a limited time, TrackVia will also include a free ZAPIER BUSINESS PLUS subscription ($99 per month value) with its TrackVia Enterprise plan at no additional charge.
How many “Zaps” are included with my TrackVia subscription per month?
The number of “Zaps” you can perform each month is based on your ZAPIER SUBSCRIPTION LEVEL.
I need help creating my “Zaps”. Does TrackVia provide a tutorial?
Yes, a written tutorial for creating a “Zap” can be found in the TrackVia knowledge base. Go here to READ MORE.
If I want my TrackVia account to integrate with an application like QuickBooks, do I also need to purchase an online subscription to QuickBooks?
Yes. Zapier is simply the “connector” that makes it possible for TrackVia to “talk” with other Web-based software applications like QuickBooks, WebMerge, Zendesk, HubSpot and others.
When I try to create a “Zap”, it seems like I am somewhat limited as to how I can get data from or send data to another third-party app. Why does this happen?
Depending on which app you’re trying to connect with, there may be a limited number of triggers (data fields) available for “Zapping”. These triggers are determined by the developer of the other app. TrackVia does not control which data fields are enabled with Zapier.
On the other hand, TrackVia has enabled all data fields for integration with Zapier.