Zapier

Zapier is a third-party integration platform that allows you to connect Infinity to 3,000+ other apps you and your team use on a daily basis. These automated connections are called Zaps, and you can set everything up in a matter of minutes, without any coding necessary. Zapier will be especially useful to anyone who needs a certain app or automations that are not among our native integrations. This article will show you how to get started with Zapier and make the most out of it for your work.

Instructions:


1. Start by logging into your Zapier account. If you don’t have one, create a new account.


2. Head over to "My Apps" from the top menu bar.


3. Next, click on "Connect a new account..." and search for "Infinity".


4. You’ll need to use your credentials to connect your account with Zapier.


5. Once that's done you can start creating an automation by clicking on “Make a Zap”.


6. You can either use a pre-made Zap or create your own from scratch. You can check out our pre-made Zaps here.


Zapier Pre-Made Zaps


7. Now, let’s say we want to create recurring tasks in Infinity. Load our pre-made Zap.


8. Next, set up a trigger. A trigger is an event that starts your Zap.


Zapier Trigger


9. When you’re done, you can test out your trigger.


10. Then, you’ll need to choose an action event in Infinity.


Zapier Recurring Action


11. In the next window, choose the workspace, board, and folder where you want the action to happen. Enter the item ID, as well.


12. Once you’re done, test out your Zap.


13. In the final screen, you can turn on your Zap or re-test action.


Zapier Turn On Zap


14. You’re done!


If you have any additional questions, you can reach out to our chat support, send us an email at team@startinfinity.com or reach out to Zapier’s support at contact@zapier.com.

Better Organization
Equals Better Results

Say goodbye to switching between a bunch of different tools, and finally organize your work better.

Get Started
exit button icon
Lock in our early-bird subscription prices and save up to 76% compared to other tools!
Check Out Pricing …or watch our walkthrough webinar to learn more
Infinity webinar badge