What is Zapier?
Zapier is an online automation tool that connects your apps and services. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration, and now Zapier allows you to instantly connect Optmyzr with 3,000+ apps to automate your work and find productivity superpowers.
You can enable this integration on this page available under the Settings & Users section. Note that this feature is only available for paid users, if you are a trial user, and would like to get early access to this feature, kindly contact email@example.com and we will evaluate your request.
To get started you will need to copy the Zapier Access key by clicking on the button.
If you are not the owner of the Optmyzr account you will receive the following message: ”Access not permitted. Only the Optmyzr Account Owner can generate and access the Zapier API Key. Kindly contact “firstname.lastname@example.org“ (the account owner).
Note: For security reasons, only the account owner can get this key and share it with his team. It does not have an expiration date and it has to be set up once for each Zapier login.
Once you have the key saved you can log into your Zapier account and set up your first Zap. You can search for Optmyzr and select Trigger event as New Blueprint task.
The test section will show you all the values currently supported for this integration:
title (containing account name account id Workitems (count values)
assigneeEmail email of the user to whom the task is assigned
link to load the task in the tool on Optmyzr interface with all relevant filters
status Task could be Not started completed or archived
yearWeek year and week number
On clicking continue you will be able to select the action you want Zapier to perform by choosing an app like Google Spreadsheet, Asana, or Salesforce for example based on what you are looking to achieve.
To read more about Blueprints and how they work, head over to the Blueprints User Guide.