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 Flowdash, from the Flow Builder, add a Zapier step to on of our actions:
  1. A modal will open with further instructions:
  1. Per the modal's instructions, open Zapier and create a new Zap. Select Webhooks by Zapier as the trigger and Catch Hook as the trigger event.
  1. Zapier will generate a unique Webhook URL that will look something like https://hooks.zapier.com/hooks/catch/12345/abcdef/. Copy-paste this URL into the modal from step 1.
  1. You're ready to go!

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Testing the trigger

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