Zapier x zipBoard Integration

What you need:

1. Zapier account - start with the free plans and upgrade when you need to upscale.
2. Zipboard account - you should be an admin or owner. Learn more about the teams here.

See how🔽

Follow the interactive step-by-step below or continue down for written instructions:

Get started from Zapier

1. Log into your Zapier account to get started. Sign up if you don’t already have an account.
2. Click ‘Create Zap’ in the top left-hand corner
3. Select zipBoard as your trigger
4. Skip to Setting Up zipBoard as your Trigger app below to continue

Setting Up zipBoard as your Trigger app

1. Choose the trigger event you want to use such as ‘MarkUp created’, and click ‘Continue’
2. Select the account you want to link to the trigger event
   1. If your zipBoard account is not already connected, you’ll need to select Connect a new account
   2. If it is already connected, skip to Step 6
3. When you’re prompted to enter your API key from zipBoard, head to the Zapier integration dashboard in zipBoard  - or click here to jump to it
4. Copy your API key and paste it in Zapier - a new window/tab should have opened prompting you for your API key earlier
5. Click continue to connect your zipBoard workspace to Zapier
6. You’ll receive a prompt to test the trigger - this isn’t essential, but it helps when building the next step.

Configuring the Action

1. Select the app you want to use as the action app, such as Google Sheets, Asana, or Trello.
2. Choose the specific action you want to happen next, such as 'Create a new row' or 'Create a new card'.
3. Fill in the required fields when prompted and customize the action as needed.

Testing the Zap

1. Once you've configured the trigger and action, click "Test this Zap" to ensure it works correctly.
2. Follow the prompts to test the Zap and make necessary adjustments (if needed).

If you encounter any issues during the integration process, here are some common solutions:

1. Check your API keys and authentication settings
2. Make sure you've linked the correct zipBoard account/workspace.
3. Ensure you have the right permissions in both Zapier and zipBoard - you have to be a Workspace Admin or Owner
4. Double-check the fields you've filled in for the action app

Note:

• Zaps are workflows that connect your apps to automate repetitive tasks.
• A trigger is an event that starts a Zap.
• An action is an event a Zap performs.