Success.co meets Zapier: Automate your EOS® workflows

Why we built this

If you're already using Zapier, you know how powerful automation can be. Instead of manually copying information between apps, you set up a workflow once and let it run in the background.

For those new to Zapier: it's an automation platform that connects different apps together. When something happens in one app, it can automatically trigger an action in another (no coding required).

We built this integration because we don't believe in forcing you to work exclusively inside Success.co. When you're working on the business, use Success.co. When you're working in the business, use all the tools you love to get work done: your sales team uses Salesforce, your finance team works in QuickBooks, your team communicates in Slack…

Good software should play well with others. This integration is about letting Success.co fit into your existing workflow, not replacing everything you already use.

What's included

The integration supports Todos, Issues, Headlines, and Rocks. For each of these, you can:

• Trigger workflows when things happen in Success.co

  • New Todo created

  • Issue updated

  • Headline marked as done

  • Rock goes off track

Any of these events can kick off actions in other apps.

• Create items in Success.co from other apps

  • Turn a Gmail message into a Todo

  • Convert a Slack discussion into an Issue

  • Capture form submissions as Headlines

  • Create Rocks from project management tools
    

• Update existing items

  • Find a specific Todo by name and update its status

  • Search for an Issue and change its owner

The integration includes search actions that let you locate items and modify them based on external triggers.

• Filter by team: Every action supports team selection, so you can route items to the right place automatically.

Available now, for everyone

The Zapier integration is live for all Success.co accounts at no additional cost, so you can start automating immediately.

Here's what becomes possible:

• Completed Todos trigger Slack messages to keep everyone in the loop

• New invoices in QuickBooks create follow-up Todos automatically

• High-priority deals in Salesforce automatically become Leadership Team issues in Success.co

• New calendar events create preparation Todos automatically

• Customer wins from forms become Headlines ready for your next meeting

We've put together a setup guide that walks through the connection process and includes more examples. If you hit any snags, our support team is ready to help.

Getting started

Setting up your first workflow takes just a few minutes:

• Search for "Success.co Beta" in Zapier and connect your account. You'll authenticate once, then you can use that connection across all your Zaps.

• Choose what triggers your workflow. This could be an event in Success.co (like a new Todo) or something in another app (like a new email or Slack message).

• Pick what happens next. Create a Todo, update an Issue, search for a Headline. The integration gives you full control over what gets created or modified.

• Test it to make sure it works, then turn it on. Your Zap runs automatically from that point forward.

The bigger picture

This integration isn't about adding complexity. It's about removing it.

When your tools talk to each other, you spend less time copying data and more time executing. Your team can work in the apps they prefer while keeping everything synced with Success.co. Nothing falls through the cracks because the system handles the handoffs.

That's what good software should do. It should adapt to how you work, not the other way around.

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We're genuinely excited to see what you build with this: check out the setup guide, connect your account, and let us know what workflows end up saving you the most time.