Key Takeaways
Unlimited Custom Workflows with Zapier: Instantly connect Craft.io to 8,000+ external applications using a no-code platform, allowing you to build unique automations for your team's exact needs.
Zapier ↔ Feedback Portal Integration: Automate the creation of new Feedback items in Craft.io from external sources and trigger actions in other apps when new feedback is created.
Zapier ↔ Core App Work Item Automation: Build workflows to create Work Items and OKRs in Craft.io, and trigger actions in other systems when items are created.
How to use it: General instructions to implement Zaps
Build Unlimited Custom Automations with Zapier
The Zapier platform gives you the ultimate flexibility to tailor Craft.io to your specific operational needs and integrate with virtually any system your team uses. For example:
Create a new feedback when you receive a message in a designated slack channel, or when a new Gong call is processed.
Trigger email alerts to selected addresses, when receiving a new feedback that meets specific conditions
Trigger creation of a new slack channel when a new Epic is created in Craft.io
Zapier ↔ Feedback Portal Integration:
Feedback is often scattered across multiple channels, resulting in lost context and manual effort to consolidate data. This integration allows you to connect the Craft.io Feedback Portal to your entire customer engagement stack, ensuring no customer voice is missed and allows closing the loop with reporters.
Create New Feedback: Automatically generate a new Feedback item in the portal when an external event occurs.
New Feedback Created: Use the creation of a new Feedback item in Craft.io as a trigger to initiate actions in other apps.
Zapier ↔ Core App Work Item Automation:
This feature provides granular control over your product work items and objectives, enabling complex synchronization with a wide range of tools.
Create New Work Item/OKR: Automatically create new Epics, Features, Objectives & Key Results, based on triggers from other apps.
New Item/OKR Created: Trigger actions in external systems when a new Work Item or OKR is created in Craft.io.
How to use it?
Contact Craft.io support to get an API key for your account.
Then, create a Zapier account, or use your existing one if you have one.
When creating a new Zap, and choosing Craft.io as a trigger or an action- select the required trigger or action event from the list, and authenticate using an API key.
