Apps are better together with Trail

Make tasks even more powerful by connecting Trail to the apps you already use
Gemma Thomas
 • 
Jul 2021
6 min read

Make tasks even more powerful by connecting Trail to the apps you already use

Google Drive, iAuditor, Salesforce and Zendesk apps

Trail is built to work seamlessly with the tools you and your team already use. The recent addition of over 750 connected apps ensures those time-consuming business processes can become automated workflows in just a few clicks.

Automate processes

By connecting apps such as Deputy, iAuditor, Google Sheets and Fourth, you’re able to automatically create tasks for your teams to complete on the back of certain triggers.

Task automation diagram

Deputy

When a new employee is added on Deputy, a task is created on Trail with documents to sign, videos to watch and points to cover. Tracking employee progress has never been easier

iAuditor

By connecting iAuditor with Trail, actions are extracted from audits and distributed back into sites as tasks on their Trail — a frictionless way to ensure all follow up actions are completed.

Weather

☀️ or ☔️ can be the deciding factor on whether sales target are hit. Create a task each day with the day’s forecast to help with shift planning and predictions. If the forecast is rain, automatically add a task with steps to maximise revenue on rainy days.

Google Sheets

Sites log maintenance issues on Trail via an on-demand task. This information is then published on a live spreadsheet for maintenance tracking. Sites are notified automatically when issues are marked as in progress and once complete. This completes the loop, eliminating the need for emails back and forth.

How to get started

First you’ll need to sign up for a free Zapier account here, then give us a shout at support@trailapp.com or via our in-app messaging and we’ll help you get setup.

What customers are saying

"Trail has given us realtime insight into every facility across our estate, so we can react to maintenance issues before they become large."
Scott Vernon
Chief Financial Officer
"We turned our Costa Checks and various compliance forms into regular tasks on Trail, which has contributed to some of the best scores we have had."
Delroy Daniels
Operations Director
"It’s the app I can’t live without in my working day."
Beth Cole
Assistant General Manager
"We rarely provide training to our guys, they just bought into the idea straight away. I love that I have a full visual of everyone's activity in front of me."
Katrin Toots
Compliance Manager
“Probably my favorite system. The uptake on it was so quick, and support has been great.”
Matt Pinchard
HR, Systems & Compliance Manager
“The EHO visited almost every site last year and every store was given a five star rating."
Jay Brown
Operations Chef

Rated 5/5 on