Zapier Integration

Use Zapier to connect Workestra with thousands of apps without writing code.

What Is Zapier?

Zapier is a no-code automation platform that connects apps:

• Triggers — Events that start a workflow
• Actions — What happens next
• Zaps — Automated workflows

Getting Started

Step 1: Generate API Key

1. Go to Settings > Connected Accounts
2. Click Connect Zapier
3. Generate API key (starts with wkz_)
4. Copy the key

Step 2: Connect in Zapier

1. Go to Zapier
2. Create a new Zap
3. Search for "Workestra"
4. When prompted, paste your API key
5. Test connection

Triggers

Workestra triggers in Zapier:

Actions

Workestra actions in Zapier:

Popular Zaps

CRM + Marketing

Workestra + Mailchimp:

• Trigger: New contact in Workestra
• Action: Add to Mailchimp audience

Workestra + HubSpot:

• Trigger: Deal won in Workestra
• Action: Create HubSpot deal

Support + Communication

Workestra + Slack:

• Trigger: New ticket in Workestra
• Action: Post to Slack channel

Workestra + Intercom:

• Trigger: New contact in Workestra
• Action: Create Intercom lead

Finance + Accounting

Workestra + QuickBooks:

• Trigger: Invoice paid in Workestra
• Action: Record payment in QuickBooks

Workestra + Xero:

• Trigger: New invoice in Workestra
• Action: Create Xero invoice

Example Zap Setup

New Contact → Slack Notification

1. Trigger: Workestra — New Contact
2. Filter: (Optional) Only if lead source = Website
3. Action: Slack — Send Channel Message
4. Message: "New lead: {{contact.name}} from {{contact.company}}"

Deal Won → Celebration

1. Trigger: Workestra — Deal Won
2. Action: Slack — Send Direct Message (to manager)
3. Action: Google Sheets — Add row to sales log
4. Action: Email — Send congratulatory email

Multi-Step Zaps

Chain multiple actions:

Trigger: New deal in Workestra
  ↓
Action 1: Create task in Asana
  ↓
Action 2: Send Slack notification
  ↓
Action 3: Add row to Google Sheets
  ↓
Action 4: Send email via Gmail

Managing Your Connection

API Key Security

• Keep key confidential
• Regenerate if compromised
• Delete old Zaps before regenerating

Usage Limits

Zapier plans have task limits:

Disconnecting

1. Go to Settings > Connected Accounts
2. Find Zapier
3. Click Disconnect
4. Or revoke in Zapier app settings

Next Steps

• Zapier Help Center
• API Documentation — Direct API access
• Integrations — Other available integrations