Connect Recapped with your favorite tools! ⚡️
Extend the power of Recapped to all your workflows and tools with our Zapier integration.
Automatically send an email when a client joins your workspace, move a ticket in Jira when a step is completed, or create a workspace when a deal reaches a particular stage in any CRM.
Let us know what workflows you want to power with Recapped.
How to set up Zapier Integration with Recapped:
This feature is in open beta. Please contact help@recapped.io if you have questions.
Visit the integrations page in Recapped
Click "Show API key"
Copy your API key
⚡️ Advanced: If you are an admin - you can use an account-level API key to set up your zaps.
Visit Zapier integration page to accept the invitation and build your Zaps!
Be sure to use Recapped (2.0.0) when Building a Zap
Select an event
⚡️ Many of the Recapped actions and triggers are instant however, if the connecting application trigger/action is delayed, the result will also be delayed.
Authenticate Recapped using your API key
Click on Sign In
Paste your API key to authenticate - Recapped integrations page
Once authenticated, you will stay connected until you disconnect.
That's it! 🥳 You can continue building your Zap to extend the power of Recapped to all your workflows!
Actions:
Create a workspace from a template
Create a workspace from a template based on external criteria.
⚡️ Example: Stage changed in CRM, create a workspace within Recapped from a selected template.
Triggers:
Workspace is created in Recapped
Event trigger when a workspace is created within Recapped
⚡️ Example: Update a stage in your CRM
A client is invited to a workspace
Event trigger when a client is invited to your workspace
⚡️ Example: Add client as a contact to your CRM
A Client joins a workspace
Event trigger when a client is accepts an invite to your workspace
⚡️ Example: Send an automatic email to your clientNew comment in a workspace
Event trigger when there is a new comment in your workspace
⚡️ Example: Publish the comment to another messaging platform like Slack
A step is completed in a workspace
Event trigger when a step is completed in your workspace
⚡️ Example: Move a ticket in an external project management platform, like JiraAll steps are completed in a milestone
Event trigger when all steps in a milestone (checklist block) are completed
⚡️ Example: Update the stage in your CRMAll steps are completed in a workspace
Event trigger when a client is invited to your workspace
⚡️ Example: Send yourself a notification to celebrate! 🎉