Zapier

Connect Traction Tools to other software services

Traction Tools is proud to announce its integration with Zapier. Zapier is a company that enables users to connect software services together. A Zap is an automated workflow and consists of a trigger and one or more actions. When you turn the Zap on, it will run the action steps every time the trigger event occurs. One example of a Zap would be creating a Google Calander entry each time a to-do is created within Traction Tools.

Create a Zapier account

Zapier is a separate company from Traction Tools and you will need to create an account on their website: zapier.com

Activate Zapier within Traction Tools (admin only):

  1. Click your name near the top right of the workspace.
  2. Click Manage Organization.
  3. Click the Advanced tab.
  4. Scroll down to Settings:.
  5. Check the Enable Zapier: checkbox.
  6. Click Save at the bottom of the page.

Traction Tools Integrations

Traction Tools offers the following Triggers and Actions.


Example 1

Create a Gmail Calander event when a Traction Tools to-do is created.

1. Sign in to your Zapier account.

2. Click the Make A Zap button at the top left of the screen and name it.

3. Trigger

  1. You’ll need to choose BOTH the application that you want to push information out of and the event. In this example, we will want to push information out of Traction Tools which is the application. Search and choose Traction Tools in the search box.

  2. Choose the Trigger Event. Here are the available options for pushing information out of Traction Tools:
    • Process step completed.
    • New to-do.
    • New issue.
    • Update score (scorecard).
    • New people headline.
    • Update to-do.

      For this example, choose New to-do and click continue.

  3. Connect your Traction Tools account to Zapier if you have not already done so. Add your Traction Tools email and password. 
    1. Click Choose an account…
    2. Choose your account or Connect a new account.
    3. Click Continue.

  4. Set up Trigger
    1. Choose to-do owner. We recommend choosing your own account.
    2. Choose the meeting. We suggest leaving this option blank so that all to-dos will be pushed to the Gmail calendar in this example regardless of meeting.

  5. Test your Trigger

  6. Click Continue


4. Action

  1. Choose An Action, where the information will be pushed to. In this example, we are pushing information from Traction Tools to Google calendar after creating a to-do.

    1. Choose an App and Event  (Google Calendar).

      1. Action Event (Create Detailed Event).
      2. Click Continue.
      3. Choose your account or Connect a new account.
      4. Click Continue.

  2. Set up action

    1. All fields are optional except for Calendar, Start Date & Time, and End Date & Time.
    2. Calendar - Choose the Google Calendar where the to-do will be added.
    3. Summary (optional) - Choose the options that best meet your needs. One example would be adding the Select 1. Name My To-Do.
    4. Description (optional) - Choose the options that best meet your needs. One example would be adding the Create Time.
    5. Location (optional) - Choose the options that best meet your needs. One example would be adding the Meeting Name.
    6. Start Date & Time  - Choose the Due Date option and add '-1d' after it:

    7. End Date & Time - Choose the Due Date option and add '-1d' after it: 
    8. All other fields are optional.
    9. Click Continue.

  3. Test & Review or Test & Continue

  4. Turn on Zap

Example 2

Create a Traction Tools to-do when an email in Gmail is starred.

1. Sign in to your Zapier account.

2. Click the Make A Zap button at the top left of the screen and name it.

3. Trigger
  1. You’ll need to choose BOTH the application that you want to push information out of and the event. In this example, we will want to push information out of Gmail which is the application. Search and choose Gmail in the search box.
  2. Next, choose the Trigger Event. For this example, we chose New Starred Email.
  3. Click continue.
  4. Connect your Gmail account to Zapier, if you have not already done so. 
  5. Click Choose an account…
  6. Choose your account or Connect a new account.
  7. Click Continue.
  8. Test the trigger. At least one email will have to be starred already for the test and Zap to work correctly.
  9. Click Continue.

4. Action

  1. Choose An App. In this example, we want a to-do to be created when an email is starred. Search and choose Traction Tools.
  2. Choose an event. In this example, we want a personal to-do to be created. Click the Create a Personal To-Do option.
  3. Click Continue.
  4. Connect your Traction Tools account or add it if you have not already done so.
  5. Click Continue.
  6. Set up action. All fields are optional except for To-do title.
  7. To-do Title (required) - Choose the options that best meet your needs. One example would be adding the email Subject.
  8. To-do Notes (optional) - Choose the options that best meet your needs. One example would be Body Plain.
  9. To-do Due Date (optional) - Choose the options that best meet your needs.
  10. Click Continue.
  11. Test & Review or Test & Continue.
  12. Turn on Zap.

Example 3

A new Quickbooks Online invoice triggers an update of the current score for a scorecard measurable.

1. Sign in to your Zapier account.

2. Click the Make A Zap button at the top left of the screen and name it.

3. Trigger
  1. You’ll need to choose BOTH the application that you want to push information out of and the event. In this example, we will want to push information out of Quickbooks Online which is the application. Search and choose Quickbooks Online in the search box.
  2. Next, choose the Trigger Event. For this example, we chose New Invoice.
  3. Click continue.
  4. Connect your Quickbooks Online account to Zapier, if you have not already done so. 
  5. Click Choose an account…
  6. Choose your account or Connect a new account.
  7. Click Continue.
  8. Test the trigger..
  9. Click Continue.


4. Action

  1. Choose An App. In this example, we want a scorecard measurable cell to be updated when a new invoice is created. Search and choose Traction Tools.
  2. Choose an event. In this example, we want to update the most recent scorecard cell. Click the Update Current Score option.
  3. Click Continue.
  4. Connect your Traction Tools account or add it if you have not already done so.
  5. Click Continue.
  6. Set up action. All fields are optional except for Measurable and Value.
  7. Measurable (required) - Choose the option that best meets your needs.
  8. Value (required) - Choose ONLY ONE option, that best meets your needs.
  9. Day Offset (optional) - We recommend leaving this option blank to update the most recent cell of this particular scorecard measurable.
  10. Click Continue.
  11. Test & Review or Test & Continue.
  12. Turn on Zap.

Example 4

Send your Traction Tools To-Dos to Asana.

1. Sign in to your Zapier account.

2. Click the Make A Zap button at the top left of the screen and name it.

3. Trigger
  1. Connect your Traction Tools account to Zapier, if you have not already done so. Add your Traction account and password
  2. Trigger Event (New To-DO) 
  3. Click continue.
  4. Choose your Traction Tools account 
  5. Click Choose an account…
  6. Click Continue
  7. Choose owner 
  8. Choose meeting name (If left in blank Default receive all visible created to-dos)
  9. Test trigger.

4. Click Continue
5. Action 

  1. Chose an Action, where the information will be pushed to. In this example, we are pushing information from Traction Tools to Asana. 
  2. Choose an App and Event  (Asana)
  3. Action Event (Create a Task)
  4. Click Continue.
  5. Connect your Traction Tools account or add it if you have not already done so.
  6. Click Continue.
  7. Choose your account or Connect a new account. 
  8. Click Continue. 
  9.  Set up action
  10. Choose your Asana Workspace
  11. Choose Project
  12. Choose Section (To-Do, In Progress, or Complete) 
  13. Choose the name of your Task (You can pick the same name of your Traction Tools To-Do from the drop-down menu) 
  14. Chose Notes from the drop-down menu you’d like to add to your Asana Task (Example; To-Do Name, Owner, Meeting name, Due date) 
  15. Choose the due date ( Can be the same as the Traction Tools To-Do) 
  16. Select Assignee from the drop-down list. 
  17. Click Continue
  18. Test & Review or Test & Continue
  19. Turn on Zap


Example 5

New or Updated Spreadsheet Row (Google Sheets) updates Traction Tools measurable current Score.

1. Sign in to your Zapier account.

2. Click the Make A Zap button at the top left of the screen and name it.

3. Trigger
  1. Choose Google Sheets
  2. Trigger Event (New or Updated Spreadsheet Row)
  3. Click continue.
  4. Choose your Google account
  5. Click Continue.
  6. Set up trigger
  7. Spreadsheet (Choose your Google Spreadsheet)
  8. Worksheet
  9. Trigger Column
  10. Test Trigger
  11. Continue.


4. Action

  1. Choose An Action, where the information will be pushed to. In this example, we are pushing information from Google Sheets to Traction Tools.
  2. Choose an App and Event  (Traction Tools).
  3. Action Event (Update Current Score).
  4. Click Continue.
  5. Choose your account or Connect a new account.
  6. Click Continue.
  7. Set up action
  8. Choose your measurable
  9. Choose Value
  10. Day Offset1 2 3 (Leave in blank to update a current week, or -7 to update the previous week)
  11. Test & Review or Test & Continue.
  12. Turn on Zap

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