Zapier

Set up the Zapier Integration

Zapier setup video

1. From the SysAid Marketplace, get the Zapier Add-on.
2. On the main My apps page, in the Zapier icon, click .
   
3. Click the slider to activate the Integration.
4. Click Save Changes.
5. Create a dedicated user in SysAid to connect with Zapier
   1. Navigate to Tools > User Management > Administrators
   2. Click New
   3. Enter the username. It should be a name that indicates that the user is for the Zapier integration (e.g. "Zapier Admin")
   4. Copy the password you enter for later use
   5. Enter the rest of the user's information
   6. In the Permissions tab, grant the admin SysAid Administrator permissions
   7. Click OK.
6. In Zapier, click My Apps
7. Click Add Connection
8. Search for "SysAid" and select it when it appears
   
9. Fill in the Authentication form for SysAid.
   1. In the SysAid Server URL field, enter your SysAid account URL (for example "Acmecorp.sysaidit.com")
   2. In the Account field, enter your SysAid account ID (for example "Acmecorp")
   3. Enter the username for the user you created in SysAid
   4. Enter the SysAid password you set for that user
   5. Click Yes, Continue.
      

Use the Zapier Integration

You can configure connections in Zapier by setting up Zaps. Zaps are triggered by a defined event in one application and perform an action in a second application. 

This section describes how to set up: 

1. A Zap triggered by an event in SysAid
2. A Zap that performs an action in SysAid

When setting up a Zap, we recommend: 

• Creating custom fields in SysAid and in the application you are integrating with 
• Displaying the SysAid Ticket ID in the integrated application and the other system record ID in your SysAid ticket 
• Using fields that can include hyperlinks to the ticket and system record
  
  This allows for optimal bidirectional integration.

Zap creation video

Create Zap triggered by SysAid

1. From the menu, click Zaps
2. Click make a New Zap.
3. On the top of the page enter a name for the Zap that describes what you want to accomplish
4. Select your SysAid account
   1. In the App Event area, search SysAid, and click the SysAid option when it appears
   2. From the Trigger Event dropdown list, select the event in SysAid that triggers the Zap
   3. Click Continue
   4. In the SysAid Account field, select the SysAid account that you defined
   5. Click Continue.
5. Set up the trigger
   1. In the User Defined Name field, enter a name for the trigger that describes what you want to do. You can copy the name of the Zap you entered earlier.
   2. Use the other fields to define the conditions in which service records will trigger this Zap. You can specify the service record type, title, text in the Description field, category, etc.
   3. Once you've defined the conditions for the trigger, click Continue.
   4. (Optional) Click Test Trigger to ensure that Zapier is communicating with SysAid and recognizes your defined trigger conditions. Once you get the response, click Continue.
6. Define the Action.
   1. In the App Event area, search for the application you want, and select it when it appears.
   2. From the Action Event drop-down list, select the action you want the Zap to perform in the selected application.
   3. Click Continue.
   4. Select your account for the selected application.
   5. Click Continue.
   6. In the User Defined Name field, name the action.
   7. Fill in the details for the action you want the Zap to perform.
   8. Click Continue.
7. (Optional) Click Test & Continue to test that connection between SysAid and the selected application via Zapier. This actually performs the action in the selected application.
8. Click Turn on Zap.
   The created Zap appears in your Zaps page in Zapier.

Create Zap that performs an action in SysAid

1. From the menu, click Zaps.
2. Click make a New Zap.
3. On the top of the page enter a name for the Zap that describes what you want to do.
4. Define the application
   1. In the App Event area, search for the application you want, and select it when it appears.
   2. From the Trigger Event drop-down list, select the event in in the selected application that triggers the Zap.
   3. Click Continue.
   4. Select your account for the selected application.
   5. Click Continue.
5. Set up the trigger
   1. In the User Defined Name field, enter a name for the trigger that describes what you want to do. You can copy the name of the Zap you entered earlier.
   2. Use the other fields to define the conditions in which the application will trigger this Zap.
   3. Once you've defined the conditions for the trigger, click Continue.
   4. (Optional) Click Test Trigger to ensure that Zapier is communicating with the selected application and recognizes your defined trigger conditions. Once you get the response, click Continue.
6. Define the Action
   1. In the App Event area, search SysAid, and click the SysAid option when it appears.
   2. From the Action Event drop-down list, select the action you want the Zap to perform in SysAid.
   3. Click Continue.
   4. In the SysAid Account field, select the SysAid account that you defined.
   5. Click Continue.
   6. In the User Defined Name field, name the action.
   7. Use the other fields to define the service record this Zap creates or modifies. You can specify the service record type, title, text in the Description field, category, etc.
   8. Click Continue.
7. (Optional) Click Test & Continue to test that connection between SysAid and the selected application via Zapier. This actually performs the action in the selected application.
8. Click Turn on Zap.

The created Zap appears in your Zaps page in Zapier.

Use SysAid templates in Zapier

SysAid provides out-of-the-box Zap templates that you can use in SysAid. These are zaps that are preconfigured with a specific trigger and action involving SysAid and another application. You can acquire the template, add your credentials and any customizations that you like and enable the Zap for your SysAid-Zapier integration.

To access a template, click the template name in the table below.

Available SysAid Zap templates