Priority and RowShare

Easily integrate Priority and RowShare without any code.

Priority

Priority is a comprehensive ERP package empowering hundreds of thousands of end users worldwide in their daily tasks of running the business

RowShare

Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

Check out our other integrations

How the Integration Works

RowShare integrates with Priority through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).

When this happens in RowShare

Automatically do that in Priority

Or the other way round:

When this happens in Priority

Automatically do that in RowShare

Priority Triggers and Actions

Below is a list of triggers and actions available on Priority via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

Get Lead Types

Fetch a list of lead types

Get Gender Code

Fetch a list of gender codes

Get Campaigns

Fetch a list of Campaigns

Catch Changed Customer Order Status Webhook

Catch Customer Orders that their status changed from Priority

Get Job Number

Fetch a list of job numbers

and 3 more triggers

Priority doesn't offer (yet) any Trigger on Zapier.

Actions

Update Sales Order Status

Update the status of the sales order after it's creation

Link Customer to a Lead

Assign a customer to an existing lead

Find the Country Name by Two Letter Code

If your source app provides country in a 2 letter code fashion, use this step to convert it to the country name and send to your next step in the ZAP

Update Sales Opportunity Status

Update the status of your sales opportunity in Priority given that you know the opportunity code

Find Customer by Email

Having an email address find if it belongs to an existing customer in Priority mostly useful for multistep zaps

and 1 more actions

Priority doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row

Triggers when a row is created or updated in a specific table.

Column Changed

Triggers when a value has changed in a specific column.

New Row

Triggers when a new row is created in a specific table.

Row Status Changed

Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row

Assigns a row to a new owner.

Edit Row

Modifies an existing row.

Find Row

Finds a row based on an exact match for a given column.

Create Row

Creates a new row in the table.

Find Row by ID

Loads a row based on its ID.

Link Rows [Advanced]

Links a row to a parent row in another table. This is an advanced action: to be used with caution.