First, you have to connect a Nozbe Teams account to Zapier.
To do so, open your Zapier account, choose the “My Apps” section, and then search for Nozbe Teams.
Next, you’ll be asked for your Nozbe Teams API token.
To generate your API token, open your Nozbe Teams account -> Settings -> Integrations and click “Add new token.”
Just type Zapier to generate your unique API key for Zapier in Nozbe Teams:
Now tap on the “Copy” button to copy your API key and use it to create Zapier integration:
Now go back to the Zapier window, paste your API key, and click the “Yes, Continue” button.
Now you should see the newly created Nozbe Teams integration in your “My Connections” section in the Zapier account.
A Zap is an automated workflow that connects your apps and services. Every Zap consists of a trigger step (“when this happens…”) and one or more action steps (“then do this…”). When you turn your Zap on, it will run the action steps every time the trigger event occurs.
Go to your Zapier account, hover over the left sidebar menu and click “Create Zap.”
Now you have to think about what action you want to automate. You can, for example, connect Nozbe Teams and Slack. For instance, you want to be notified in Nozbe Teams when someone creates a new Slack channel.
1. Set up your trigger
Select Slack as a trigger app. An event that occurs in Slack will trigger your Zap.
Then choose your trigger event: creating a new channel. This will be the action that triggers your Zap.
Select or connect Slack account. Otherwise, you won’t be able to use it in the Zap trigger.
Don’t forget to test your trigger. It’s important to check if it works before continuing to the next step.
2. Set up your action
Select Nozbe Teams as an action app. The Zap will perform an action in Nozbe Teams when it’s triggered.
Then choose your action event: create a task in Nozbe Teams, e.g., in your Single tasks view.
Select or connect the Nozbe Teams account. You need to do that if you want to use Nozbe Teams in your Zap.
And again: don’t forget to test the Zap! When your action is set up successfully, a green checkmark icon will appear in the top left of the step.
3. Name your Zap
This Zap will be added to your Zap list. Choose a name that will help you identify it on your dashboard.
You can add a name and a description.
4. And last but not least- Turn on your Zap
When you finish your Zap, tap on the switch to turn it on. It will become active and you will be able to use it :)
Here you can find our Zap example:
This Zap connects your Dropbox account with Nozbe Teams. When you create a new file in a specific folder in your Dropbox account, Zap will add a new task to Nozbe Teams with a direct link to that file in a comment.
This Zap creates a new task in Nozbe Teams when someone mentions User on Twitter or use a specific hashtag. In this example, we used @nozbe mention.
You can check it here:
This Zap adds a new task to your Nozbe Teams whenever a new task is created in a specific project in Nozbe Personal.