Zapier
Gaurav Aery avatar
Written by Gaurav Aery
Updated over a week ago

Elevate Your Workflow with KiteSuite

Easy integrate KiteSuite with all the tools your team relies on, Connect and create Zap with zero coding experience.

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What is Zapier?

Zapier is your key to effortlessly automate your workflow. It handles data transfer between its vast network of applications.

Here is what KiteSuite Zapier integration offers:

  1. Actions

  2. Create Epic (It will create a new epic into your project)

  3. Create List (It will create a new list to your project)

  4. Create Checklist (It will add new checklist to the item)

  5. Add attachment (It will add an attachment to the item)

  6. Create Item (It will create a new item for you)

  7. Add Comment (It will add a new comment to the item detail page)

  8. Create Subtask (It will add a subtask for the item)

  9. Link Item (It will link the selected item to another item).

Triggers

  1. New Item (Triggers when a new item is created)

  2. Item Changes (Triggers when an item is updated)

  3. New List (Triggers when a new list is created)

  4. New Folder (Triggers when a new folder is created)

How to Add Zapier to Your Workspace

Go to the KiteSuite Application and from the left menu select integrations.

Now select zapier and enable integration with Kitesuite simply by adding your Zapier account credentials.

Select an application you want to link with KiteSuite. For this example let’s say you want to create a subtask in KiteSuite whenever a new row is added to a Google Sheet.

To begin with, go to the Zapier platform and select the apps you want to connect with. You can easily search applications with the search feature just by typing the app name, and choose it as your trigger app. In this example, we will take Google Sheets as the trigger, while KiteSuite will be the action app.

After selecting the trigger app, specify the trigger event, which in this case is creating a new column. This means that whenever a new column is added to the Google Sheet, it will trigger an action in KiteSuite.

Connect and Authorize the Apps

Next, you'll need to authorize Zapier to connect to your Google Sheets account. If you've used Zapier before, you can select your Google Sheets account from the dropdown menu. Otherwise, you'll need to add a new account by following the on-screen instructions to log in to your Google account.

Once your Google Sheets account is connected, select the specific spreadsheet and worksheet you want to use with this Zap. Zapier will then test the trigger to ensure it's pulling the correct data from your Google Sheets account.

Configure the Action in KiteSuite

Now, it's time to set up the action in KiteSuite. Choose KiteSuite as the action app and select the desired action event, such as creating a new task.

Authorize Zapier to connect to your KiteSuite account by providing the necessary API key or login credentials. Once connected, you can configure the action by specifying details such as where the new task will be created, what information it will contain, and any other relevant parameters.

After configuring the action, test the Zap to ensure everything is working correctly. Once tested successfully, your Zap will be ready to automate the process of creating new tasks in KiteSuite whenever a new row is added to your Google Sheet.

If you have any questions or require assistance, feel free to contact our support team. We're available 24/7.

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