This article will help you get started connecting BugHerd to Zapier. In this guide, we'll cover...
- What is Zapier?
- What can you do with Zapier?
- How to connect BugHerd with Zapier
- Zapier API data reference for Zapier
What is Zapier?
With Zapier you can connect and sync data between BugHerd and the other products you use, like Trello, Asana, JIRA, Teamwork and over 1500 other tools. All without needing to touch a single line of code... amazing right?!
What can you do with Zapier?
You can setup Zapier applications (Zaps) to listen for triggers sent from your BugHerd account, or alternatively perform actions on your BugHerd account. The following is a list of the Triggers/Actions available for you to use with BugHerd.
- Project created
- Task created - triggered when a task is created on a project
- Task created or updated - triggered when a new task is created, or a task is updated on a project.
- Comment created on any task on a project
- Create a new Task
- Update a Task
- Add a comment to a Task
- Add an attachment to a Task
- Create a new Project
- Find a Task by External Id - for more information about using the "External ID" field, see our API reference for Zapier.
For more information on what information is sent/received by BugHerd for these Triggers & Actions, check out our API reference docs for Zapier.
How to connect BugHerd to Zapier
To get started using Zapier, you will first need to connect your BugHerd account with Zapier. If you don't already have a Zapier account, you can signup for free here.
1. Go to the "Zapier Integration" page in BugHerd
Login to your BugHerd account and go to the "Settings" > "Integrations" page and click the "Get Started" button.
Please note: If you can't see the "settings" option in BugHerd (shown above) you might not have access. Only account Owners and Managers are able to access organisation settings so contact your account owner. For more information on user roles in BugHerd, take a look at this article.
2. Copy your API key
To connect Zapier you'll need your BugHerd API Key. You can find your API Key on the Zapier Integration screen in BugHerd (shown below). Copy it for use when creating your first Zap.
3. Choose one of the Popular Zaps
The quickest way to get started with Zapier is by choosing one of the "Most Popular Zaps" listed on the Zapier Integration screen. These Zaps are preconfigured to save you a bunch of time and effort creating your own.
Note: You can also create your own Zaps by clicking on the "Open zapier.com" button but for simplicity, we have focused this help article on using one of the most popular BugHerd Zaps.
4. Connect your account
When creating your first Zap you will be asked to "Connect your Account".
A window will pop-up for authenticating your account. Paste your BugHerd API Key from step 2 and click Yes, continue to authenticate your account.
If everything works correctly, then the Account will get setup. Zapier automatically assigns a name for the account but you can edit the name if you wish.
You can click on the Test button to confirm that the connection works successfully.
And that's it! Follow the instructions to complete & turn on the Zap
Now that your BugHerd account is connected you can go crazy creating Zaps to connect to all the other tools you use.
If you're looking for some ideas, check out some of the common Zaps others have created here.