Integrate Flowdash with Zapier

Integrate Flowdash with thousands of applications using Zapier

By connecting Flowdash and Zapier, you can connect your workflows to thousands of application you already use and love.

There are two primary ways of integrating Flowdash with Zapier:

  1. Create or update tasks in Flowdash using Zapier
  2. Trigger a Zap using a Flowdash action

Creating or updating tasks

In order to create new tasks in Flowdash using Zapier, we will be using Webhooks action to trigger a POST request to Flowdash.

  1. In Flowdash, open the import from API modal
  1. In Zapier, create a POST Webhooks action
  1. Configure the Zapier Webhook to match your Flowdash workflow API configuration. Specifically, you should update:
  • URL to match the Flowdash workflow URL. The format should be: https://app.flowdash.com/api/v1/workflows/<unique workflow token>/tasks
  • Request Type should be set to json
  • Data should have contain your Field names along with the desired value.

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Updating an existing task

If your workflow contains a Unique ID field type, in cases where a task already exists with the unique ID, the API call will update a task rather than creating a new one.

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Note

All fields do not have to be added to Zapier webhook. However, you always need to include required fields.

Trigger a Zap from an action

In order to trigger a Zap from Flowdash, we need to connect an Action from the Flow editor to a Zapier Catch hook.

  1. In Zapier, creating a Catch Hook webhook

When creating the catch hook, it will generate a Custom Webhook URL such as https://hooks.zapier.com/hooks/catch/12345/abcdef/.

  1. In Flowdash, from the Flow editor, let's add an API Call step to one of our actions:
  1. Insert the Zapier Webhook URL as Flowdash's API call URL and save changes
  1. You're fully set up!

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Testing the trigger

In order to test the integration, you can click Test Trigger in Zapier. Then manually trigger the action in Flowdash using a test record. You will notice that all of the task's fields get submitted to Zapier to use with other integrations.