Integrating BasicOps using Zapier

Zapier is a platform that allows you to integrate thousands of apps and web services to BasicOps, enabling you to automate repetitive workflows and transfer data between the tools you use in your work.  This can save you time and effort by allowing you to automate repetitive tasks.

By using BasicOps and Zapier together, you can automate many tasks and streamline your business operations even further. This can save you even more time and effort, allowing you to focus on the most important tasks.

This article will show you:

• All the different Triggers and Actions for BasicOps in Zapier
• How to connect Zapier to BasicOps
• How to create a Zap in Zapier for BasicOps

All BasicOps Triggers Events:

A trigger is an event or condition that initializes an action or workflow.

• New project (Triggers when a new project is created in BasicOps)
• New section (Triggers when a new section is created)
• New user (Triggers when a new user is added)
• Updated task (Triggers when a task is updated)
• New Task (Triggers when a new task is created)
• Completed Task (Triggers when a task is completed)

All BasicOps Actions:

An action refers to some specific task that is executed as part of an automated workflow. Actions are typically performed in response to a trigger event. 

Create/Update Actions:

• Create a task
• Create a section
• Create project
• Create Subtask
• Create project from template
• Update Task
• Update Project
• Update Section

Search Actions:

• Find Task (Find task from name)
• Find section (Find section from name)
• Find Project (Find project from name)
• Find Template (Find template by name)
• Find User (Find user by first and last name or email)

Connecting Zapier to BasicOps

1. In BasicOps, navigate to the Admin button, situated in the bottom left corner to access administrative settings.

2. You'll land on the Users page. To reach the Integrations page, click on the Integrations tab, located to the right of the User tab. Choose View Zapier Integration.

3. Log in to Zapier.

Create a Zap for BasicOps

After logging in to Zapier you can now start creating Zaps. For the purposes of this guide, we'll be creating a Zap which utilizes the Google Docs app, though you're welcome to choose from numerous other apps.

1. Click on Create Zap to initiate the process.

2. Now, select a trigger - an event in one app that prompts a subsequent event. We'll use BasicOps as the trigger in our example.

3. After choosing the trigger app, define a specific event within that application to serve as the trigger event.

4. Upon defining an event, select a BasicOps account you wish to link with your Zap.

5. Choose a project and specific section within that project for your trigger event to monitor. In our case, we're using a Zapier project without any sections.

6. For the moment, bypass the trigger testing and proceed to the Action phase of your Zap. This is the event you'd like to take place once your trigger event is complete.

7. Choose the same or another app for the action to occur. For this demonstration, we'll use Google Docs.

8. Log in to your Google account to enable changes in your Google document.

9. Enter the necessary information so Zap can access the right document when a task is completed.

10. Testing your Zap is optional. If you do decide to test it, the chosen Google file should reflect changes.

11. Once satisfied with your setup, publish your Zap. This sets up an automated process whereby each trigger completion results in the execution of a specified action.

12. If all steps are followed correctly, every time a trigger event occurs, a predetermined action will be completed. This is the power of Zapier integration within BasicOps.