Zapier Integration
Updated over a week ago

Table of Contents


Zapier lets you connect with thousands of popular apps so you can automate your workflows without using code. Use as a trigger or an action in Zaps to link your work with other apps.

What you'll need

  • A account (Professional Tier or higher)

  • A Zapier account

  • Only Workspace owners can create and manage integrations

Workspace, Tenant, and Project IDs

Within the integration the workspace, tenant, and project ID fields are dynamic.

Workspace is selected within the 'set up...' and will query any workspace the current user authenticated in Zapier is an owner of within

Tenant will auto-populate upon workspace selection

At this point any field below that signifies the project ID will be populated with data present within the environment the user chose above. Triggers

Triggers are used to start a Zap. The following actions in are available as triggers:

  • When a new project is created

  • When a RAID item is created

    • When a risk is created

    • When an action item is created

    • When an issue is created

    • When a decision is created

    • When any RAID item is created

  • When a RAID item is updated

    • Includes any field changes on the RAID item

NOTE: Zapier has a polling time of 1 minute. Actions

When an event triggers a Zap, you can configure one or more actions in

  • Create Object

    • Create project

    • Create RAID item

  • Update Object

    • Update project

    • Update RAID item

  • Get Object(s)

    • Each RAID Item type can be queried in three ways:

      • Single

      • All

      • All by Project

    • Each Project can be queried in two ways:

      • Single

      • All

Have questions or need help?

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

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