How to Integrate with Zapier

Zapier allows you to connect Vaiz with thousands of other apps and automate workflows without writing code.

With this integration, you can automatically send information from Vaiz to other tools or create and update tasks in Vaiz based on events in external services.

Quick Zapier glossary

• Zapier — a no-code automation platform that connects different apps.
• Zap — an automated workflow in Zapier (for example: when a task is completed → send a Slack message).
• Trigger — the event that starts the automation.
• Action — what Zapier does after the trigger occurs.

Step 1. Connect Zapier in Vaiz

The integration is configured from App Center and works for the entire space.

1. In the top-left corner, click the space icon to open the space menu.
2. Select App center.

3. In App Center, find Zapier and click it.

4. In the window that appears click “Connect”.

5. In the dialog that appears, review the steps and click “Confirm”.

You will be redirected to Zapier to continue the setup.

If you are not logged in or don’t have an account yet, you’ll be prompted to sign in or create one.

Step 2. Create a Zap in Zapier

After connecting the integration, you can create your first automation.

1. In Zapier, on the Zaps page, click Create Zap.

2. In the Trigger step, click Select the event that starts your Zap.

3. Search for Vaiz and select it from the list of apps.

4. Select one of the available trigger events.

Also click “Sign in” or “Select” to connect your Vaiz account if it has not been connected yet.

Once everything is set, click “Continue”.

6. Select the Project and Board you want the trigger to monitor. Click “Continue”.

7. Click “Test trigger”.

8. Then click “Continue with selected record”.

Step 3. Add an action

After configuring the trigger, choose what should happen next.

1. In the window that appears select the app where the action should occur. (We’ll use Slack as an example.)

2. Choose the action type (Example: Send Channel Message in Slack), and connect the account for the selected app if required.

3. Once everything is set, click “Continue.”

4. Configure all the action fields. Click “Continue”.

6. Click “Test step” to verify the action.

If everything works correctly, click “Publish”.

Zapier will activate the automation. You will see a confirmation message that the Zap is live.

From now on, whenever the trigger event occurs in Vaiz, Zapier will automatically perform the configured action.

Available Vaiz triggers

When creating a Zap, you can choose a Vaiz event that will start the automation. These triggers allow Zapier to react when something happens in your Vaiz workspace.

Currently, three triggers are available (and we’re actively expanding this functionality with more triggers coming soon):

• New Task: Triggers when a new task is created in the selected project and board.
• Task Completed: Triggers when a task is marked as completed.
• Task Group Changed: Triggers when a task moves between groups (for example from Backlog to Done).

Available Vaiz actions

Choose a Vaiz action if the second step of your Zap should perform an operation in Vaiz.

For example, you may want Zapier to create a task in Vaiz after a form submission, or update a task when something changes in another system.

Currently, two actions are available:

• Create Task: Creates a new task in your board.
• Edit Task: Updates an existing task in your board.

Example automation scenarios

Here are common ways teams use the integration:

• When Task Group Changed → send a Slack message.
• When Task Completed → create a row in Google Sheets.
• When a form is submitted → create a task in Vaiz.
• When a task is created in Vaiz → create a ticket in another system.
• When something changes in another tool (for example GitHub) → edit a task in Vaiz.

Conclusion

After setting up the integration, your Zap will automatically run whenever the selected trigger occurs. This allows you to keep Vaiz in sync with other tools your team uses and reduce manual work.

You can start with a simple automation and gradually expand your workflows by adding more apps, actions, and conditions in Zapier. A single trigger can also be connected to multiple actions, allowing one event to trigger several automated steps.