API Zapier Integration - New Quotes
Hi All, playing with Zapier and Flex API: I Need Zapier to recognise an event when a New Quote is added to a workflow.
Essentially creating a system where when a new quote is added to our quotes workflow, Zapier then creates a project in ASANA and a folder in our Google Drive.
Currently the system works great, but Zapier can only see a change from one workflow status to another (i.e the job has to exist first). My work around is new jobs enter as "Allocated" then our client managers have to immediately change them to "Quoted".
I have very limited coding or API experience but have achieve a lot without too much hassle, anyone know a way to make zapper see the addition of a new quote to a workflow.
Let me know if you need any further explanation.
Thanks!
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Hi, API is still in beta so you have to contact Flex directly to get access.
Best work around I have found, is to create a work flow called "push to asana". It doesn't change our quote status (i.e we use, Allocated, Quoted, Confirmed, Ready to Invoice) but will push the API to trigger in Zappier. We currently use it to create a project from a template in ASANA, it also sets up a folder in our google drive for files and event information, all with a consistent naming convention. Works really well for us.
One problem I encountered originally was the api can't trigger for the initial creation of a new quote, it only triggers for a change in workflow for an existing quote. This was annoying at first but the above workaround was better for us as not all jobs go to Asana for us.
Hope this helps -
Hey yall, I’m new to working with API’s. I’ve requested and have access to ours in Flex but not sure where to go from there. Is there just code I’m copying and pasting into Zapier? Is there a 3rd app I need to edit or package the code into a specific file? Apologies for my rudimentary understanding.
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Hi Vince
Go to the API menu in Flex (under integration) and create an API key. Then use the key in Zapier (or whatever program you want). In Zapier, you search for Flex and it should show up as an app.
In the Flex API documentation you can read about the more complicated stuff you can do, but if you just want to do simple integrations Zapier (etc) make it pretty easy.
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Hi Scott,
what workflow job type are you using to send the trigger to zapier? Any idea how zapier is set up to receive the trigger since there is no webhook? We currently arent using zapier but instead a workflow job email being sent to a gmail account to initiate a trigger and im just exploring if there are better options.
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Hi Lauren, don't quote me on this but I believe it's a polling function. Zapier looks at Flex every minute (or whatever you set it too) to see if there are any changes. Flex has a limit on the number of looks you can do in a month, so keep that in mind if you're running lots of things frequently.
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