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      WebWork integration via Zapier

      How does our Zapier boost workflow on WebWork?

      Zapier integration enables you to connect apps you already use with WebWork platform. It is a popular automation tool that allows you to connect different apps and automate workflows without needing to code.

      This is useful feature if you dont find the integration in our Integrations page. Zapier links more than 7000 apps and you can link any of them with WebWork. It allows you to import different triggers into WebWork projects and tasks and you can track time for them in WebWork.

      For example you can use this integration to create new task at WebWork from new rows on Google Sheets team drive. Or detailed events can be created on Google Calendar from new tasks in WebWork time tacker.

      Integration guideline

      • First, determine what you want to achieve with the integration. Define the specific task or workflow you want to automate. For example, you might want to automatically create a task in WebWork when you receive a new email in Gmail.
      • Sign up for a Zapier account if you don't have one.
      • Go to the Integrations section in your WebWork dashboard. Select the Create & Edit Zaps button next to Zapier to get started. Identify the apps you want to connect.
      • In this page you can see some suggesting workflows or create you own zap. The suggested workflows are zap templets you can use. But if you dont find the workflow in the suggested list you can create custom zap. In this article you can find a common guideline for Zapier integration and check the link for Google Sheets integration as an example workflow.

      General workflow

      1. Add a trigger

      Select Create new Zap option.

      Zapier intefratuon WebWork

      1.1. Setup tab

      • App: In the Zap editor, select the Trigger step. A dialog box will open. WebWork will be selected as an app to trigger
      • In the search box, search for and select the app that will trigger the Zap. The right sidebar will open to the Setup tab.
      • Click the Trigger event field to open the dropdown menu. Select the event that you want to trigger the Zap.
      • Click the Account field. A popup window will open. Select an existing account from the list, or click + Connect a new account.

      1.2. Configure tab

      If your trigger allows for further customization, you'll see a Configure tab where you can set up those fields.

      • Select the Configure tab.
      • Set up all required fields and any optional fields that you need for your workflow. Required fields have an asterisk after the field name.

      1.3. Test tab

      Test your trigger to verify it is triggering from the right data.

      • Click the Test tab.
      • Click Test trigger to load a test record from your app.
      • One or more test records will appear.
      • Review and select a record.
      • Click Continue with selected record to complete the step.

      2. Add an action

      2.1. Setup tab

      Select the event you want to perform and the app you want to perform it in. Your action will run after your Zap triggers. Then, connect your app to Zapier so you can move data between your apps.

      • In the Zap editor, click the Action step. A dialog box will open.
      • In the search box, search for and select the app where the action should occur. The right sidebar will open to the Setup tab.
      • Click the Action event field to open the dropdown menu. Select the event that you want to perform.
      • Click the Account field. A popup window will open. Select an existing account from the list, or click + Connect a new account.

      2.2. Configure tab

      Continue setting up your action by selecting what the action should do in the Configure tab.

      • Select the Configure tab.
      • Set up all required fields and any optional fields that you need for your workflow. Required fields have an asterisk after the field name.

      2.3. Test tab

      Test your action to verify it is sending the right data to your app.

      • Select the Test tab.
      • If you want to perform the action live to test the step, click Test step.
        • The Data in tab will display the fields and values that you set up in the action step.
        • The Data out tab will display the fields and values that your app returns as confirmation.
      • If you do not want to test the step live, click Skip test.

      3. Publish your Zap

      After you set up and name your Zap, you're ready to publish it. In the upper right, click Publish.

      FAQ

      • What is the data synchronization period?

        If all settings are configured correctly, it will sync in real time.

      • How to delete the workflow?

        Navigate to Zaps page and select and delete workflow. This will not reflect the imported data but auto-syncing will end. To resume syncing you should repeat the integration process.

      Happy tracking 💜🚀