Zapier is an integration platform that allows users to connect and automate workflows between different web applications. The core concept of Zapier is to create “Zaps”.
A zap is a predefined workflow that connects applications to automate certain tasks. It includes a trigger event and one or more actions that are performed in response to that event. For example, the trigger can be a new email in Gmail, and the action can be creating a task in Worksection.
Zapier has more than 6000 apps, such as Slack, Google Sheets, Dropbox, Airtable, Slack, and others. With the ability to connect Zapier to Worksection, you can connect and automate your account with many other apps.
Sign up forZapier. Zapier has a free plan. Paid plans scale the features as needed.
Create your own Zap, or choose from templates and follow the prompts inside.
Log in to Worksection. When you create a Worksection Zap, the system will prompt you to log in to your Worksection account.
Give Zapier access to your Worksection account.
The process of creating a Zap includes an automatic testing stage. Before you finally enable it, you can check if it works correctly.
After Zap is created and tested, don’t forget to enable it.
After authorization of Zapier-Worksection, the authorized session will appear in the Profile settings of your Worksection account. Here you can view the “last used session” and delete it if necessary.
A trigger in Zapier is an event in your application that causes a Zap to be executed. As soon as you enable a Zap, Zapier checks this trigger — when something happens in Worksection (project creation, task, comment, etc.), Zapier will receive and analyze this information to take the next steps that are specified in your Zap.
List of triggers:
New Comment in Task – is triggered when a new comment appears in the selected Worksection task.
New Project – is triggered when a new project is created in Worksection.
New Task in Project – is triggered when a new task appears in the selected Worksection project.
Task Completed – is triggered when a task in the Worksection is marked as completed. Does not work on subtasks.
Example of a trigger when creating a new comment
Click the new trigger field and use the search to find the Worksection app.
Select the New Comment in Task event.
Fill in the required Project and Task fields, then click Continue. This trigger will work when a new comment appears in the selected task of the selected project.
After creating a trigger, you can move on to the next step — creating actions.
Create a project — create a mail label. When you create a new project in Worksection, a new label is created in Gmail with the name of the project. Now you can mark emails related to your projects in a structured way.
Creating an Issue in GitHub — creating a task. When a new issue is created in your GitHub repository, a task is created in the “Issue Control” project in Worksection. The name of the task is “New issue: Title”. The description from GitHub will be added to the task description. Since we agreed on the regulations, we’ll set the priority to “5” for all subsequent tasks.
Tip: Zapier allows you to use many combinations of services and field settings. Take a look at the available services and their fields – this may give you an idea for a business process that will be perfect for you.