Setting up a Zapier integration
Updated over a week ago

Table of Contents

Introduction is a cloud-based project management tool that helps businesses manage their project risks, action items, issues, and decisions. Zapier is an online automation tool that connects different apps and services, making it easier for users to automate their workflow. By integrating with Zapier, businesses can streamline their project management processes and reduce manual work. Here's how to integrate and Zapier.

What you'll need

  • A account (Professional Tier or higher)

  • A Zapier account

  • Only Workspace owners can create and manage integrations

Steps to connect Zapier &

Step 1: Sign up for a Zapier account.

If you don't already have a Zapier account, you'll need to sign up for one. You can sign up for a free account or choose one of the paid plans based on your needs.

Step 2: Connect and Zapier.

Once you have signed up for a Zapier account, you can connect and Zapier. When you sign up for pro, we will send you a link to the Zapier connector to get it added to your account. We are working on getting our connector published to the Zapier site.

Step 3: Authenticate your Account

After selecting, you'll be prompted to enter your account details. Enter your username and password, and click "Yes, Continue".

NOTE: You need to be the workspace owner to set up this integration

Step 4: Set up a trigger.

Next, you'll need to set up a trigger. This is the event that will trigger an action in Zapier. For example, you can trigger a new action item in when a new task is added in Trello or any other PPM tool.

To set up a trigger, select as the app and choose the trigger event you want to use. Follow the prompts to configure the trigger event.

Step 5: Set up an action.

Once you've set up a trigger, you'll need to set up an action. This is the action that will be performed when the trigger event occurs. For example, you can set up an action to create a new task in Trello when a new issue is created in

To set up an action, select the app you want to use and choose the action you want to perform. Follow the prompts to configure the action.

Step 6: Test and turn on your Zap.

After setting up the trigger and action, test your Zap to ensure it works as expected. Once you're satisfied with the test, turn on your Zap.

Have questions or need help?

Contact us at [email protected] or go here to submit a help ticket.

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