Zapier is a web automation application. With Zapier you can build ‘Zaps’ to automate parts of your work. A Zap is a script that looks like this: "When I get this new thing in A, do this other thing in B." The first part is the Trigger and the second part is the Action.

Zapier supports hundreds of apps, including Craft.io. In this way you can mix and match triggers and actions to automate just about anything.

Craft.io Integration with Zapier

In Craft.io integration with Zapier, a newly-created story in Craft.io can trigger certain actions in another application, and certain actions in another application can trigger the action of creating a new story in Craft.io.

You can make your own Zaps or find popular Zaps for Craft.io here. You can also access popular Zap templates directly from the Craft.io Integrations menu. 

To get started, click Integrations from the user menu at the lower left and choose to connect to Zapier.

Before you start the configuration of Zapier integration, make sure that you have a Zapier account.

The following example will show the configuration of a new Zap to get a Slack message for a newly-created story in Craft.io, and a second Zap to create a new story in Craft.io from a starred Slack message: 

  

Craft.io to Slack

Setting up Craft.io as a Trigger App

  1. Log in to Zapier and click Make a Zap, or select from the Use this Zap links in the Craft.io Zapier Integrations menu.
  2. Select Craft.io as a trigger app.
  1. Select Craft.io trigger New Item. This means that Zapier will look for new items created in Craft.io. 
  1. Connect to your Craft.io account by entering your Craft.io credentials: email address, password. and the Craft.io domain URL. Click Test to test it.
  1. Click Save + Continue.
  2. In the Set up Craft.io Item step, set up the parameters of the new Craft.io items that will trigger an action in another app.
  • Product: Select the Craft.io product from the Product dropdown. Note that the Craft.io product will appear in this dropdown only if you have Owner permissions for it. 
  • Item Type: Select the Craft.io item type you want to set as a trigger. Note that this step is optional, so if you leave it blank, the trigger will work for items of all types. 

        7. Complete the Zap setup by following the remaining prompts. 

Setting Up Slack as an Action App

  1. Select your Action App (in this example, Slack).
  1. Select the Slack Action:
  1. Select the Slack Account:
  1. Set up the Slack Channel Message. Note that some parameters are mandatory while others are optional. 

The Slack Channel and Message Text are required. 

  • Select the channel to send messages to.
  • Set up the message text to send to Slack. Here you can select to insert fields from the trigger app. It is recommended to insert the Item URL In Craft.io. This will add a direct link to the story in Craft.io.

 

  1. Complete the Zap setup by following the remaining prompts.

Slack to Craft.io

Setting up Slack as a Trigger App

  1. Log in to Zapier and click Make a Zap, or select from the Use this Zap links in the Craft.io Zapier Integrations menu.
  2. Select Slack as a trigger app.
  1. Choose New Starred Message as the Slack trigger:
  1. Select your Slack account:

Setting up Craft.io as an Action App

  1. In the Choose an Action App step, select Craft.io.

2. Select Create/Update Item as an action. This action creates a new item or updates an existing item (a Story, Requirement, Task, Bug, Improvement) in Craft.io.

3. Connect to your Craft.io account by entering your Craft.io credentials: email address, password, and the Craft.io domain URL.

4. Click Continue.

5. In the Set up Craft.io Item step, define the parameters of the new Craft.io story that will be created by this Zap. Some parameters are mandatory while others are optional.

The following are required Craft.io item parameters:

  • Product: Select a Craft.io product from the Product dropdown. Note that the Craft.io product will appear in this dropdown only if you have Owner permissions for it. 
  • Item Type: Here you can choose between Story and Requirement. 
  • Sprint: We recommend selecting Backlog, unless you want your new items to appear in a particular Craft.io sprint. 
  • Version: By choosing Parking Lot, new Craft.io items generated by this integration will land in a default Craft.io container, meaning that no version is assigned yet to this item. 
  • Title: Select the parameter that corresponds to what you want to see as the title of new Craft.io items. You can select to insert fields from the trigger app. This can be message text or an item name, depending on the trigger app that you selected.
  • Priority: Set a Low, Medium, High or Blocker priority.

     6. Complete the Zap setup by following the remaining prompts.

You are ready to test your newly created Zaps! 

  • Try to ‘star’ a message in Slack and check if a new story was created in your Craft.io product. 
  • Try to create a new story in Craft.io and check for a new message in Slack.

Updating a Craft.io Story from a Trigger App

To update Craft.io stories that were once created by this integration, you should set up the optional Source ID parameter in the Set up Craft Item step to the ID of the item in trigger app. For example, in the Slack to Craft.io integration select Permalink for the Source ID.

When editing a Slack message, and then un-starring and then re-starring this message, the corresponding Craft.io story will be updated.

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