Integrations

How to use Zapier with Workflow (BETA)

Beta: Workflow's Zapier integration is currently in private beta. You cannot find it in Zapier's public App Directory—you must use the invite link below to connect. Triggers are available (Workflow events start automations), but actions (creating Workflow items from other apps) aren't supported yet.

Overview

Connect Workflow to Zapier to automate your feedback process across 7,000+ apps. When events happen in Workflow—tasks created, comments added, approvals completed—Zapier can instantly trigger actions in Slack, Gmail, Google Sheets, Notion, Trello, and thousands more. No code required.

A "Zap" is an automated workflow with two parts: a trigger (something that happens in Workflow) and an action (what Zapier does in another app in response). During the beta, Workflow provides the triggers—you connect those to actions in any Zapier app.

Prerequisites

  • A Workflow account (any plan)

  • A Zapier account (free or paid)

Plan availability

The Zapier integration is available on all Workflow plans (Free and Standard). Zapier's own pricing applies for task volume—free Zapier accounts include up to 100 tasks per month.

Before you begin

Triggers only: Workflow can start Zaps but can't receive actions from other apps yet. For example, you can't create a task in Workflow from an email. This is a beta limitation—expect actions support in a future release.

Zapier plan consideration: Each Zap execution counts as one task on your Zapier plan. If you have many Workflow events, check your Zapier task usage to avoid hitting limits.

Important: Workflow is not listed in Zapier's public App Directory yet. You must use the invite link to connect—if you search for Workflow in Zapier, it won't appear until you've used the link below.

When you open the link:

  1. You'll be prompted to log in to your Zapier account if you're not already.

  2. You'll see an invitation page for Workflow.

  3. Click Accept Invite

Zapier invite page showing 'You have been invited to use Workflow on Zapier' with Accept Invite button

Step 2: Create a Zap and choose Workflow as the trigger

After accepting the invite, you'll be taken to the Zapier editor to create your first Zap:

Zapier editor showing a new Zap with Trigger and Action placeholders
  1. Click Trigger to select what starts your automation.

  2. Search for Workflow in the app selector.

  3. You'll see multiple Workflow versions appear:

    Zapier app selector showing multiple Workflow versions including Invite Only and public versions

Choose the right version: Select Workflow (1.1.1) or the latest public version—do not select "Workflow: Internal" as that's for internal testing only. The public versions are stable releases for beta users.

When you select Workflow for the first time, you may see a version picker. Pin it to default to the most recent version:

Workflow version list showing how to pin the latest public version
  1. Click Connect or Authorize.

  2. You'll be redirected to Workflow's authorization page.

  3. Review the account shown and click Authorize.

  4. Expected result: You're redirected back to Zapier with your Workflow account connected.

Your Workflow account is now connected to Zapier. You can create Zaps using any Workflow trigger.

Step 3: Choose a trigger

Select what event in Workflow should start your automation. The beta includes 12 triggers:

Trigger

What it does

New Task

Fires when a task is created

Task Assigned

Fires when someone is assigned to a task

Task Status Changed

Fires when a task moves between lanes

Task Due Date Changed

Fires when a due date is added, changed, or removed

Task Approved

Fires when a task is marked approved

Task Needs Review

Fires when changes are requested on a task

New Comment

Fires when someone comments on a doc, design file, or video

New Version

Fires when a new version is uploaded on a task

New Project

Fires when a project is created

Task Archived

Fires when a task is archived

Task Deleted

Fires when a task is deleted

Task Moved to Storage

Fires when a task is moved to storage

  1. In the Zapier editor, click Trigger.

  2. Select Workflow as the trigger app.

  3. Choose your trigger event from the dropdown.

  4. Click Continue.

Step 4: Configure the action

Choose what happens in another app when your trigger fires:

  1. Click Action in the Zapier editor.

  2. Search for and select your destination app (Slack, Gmail, Google Sheets, Notion, Trello, etc.).

  3. Choose the action type (send message, create row, create task, etc.).

  4. Connect the app and authorize Zapier if prompted.

  5. Map Workflow data fields to the action (task name, URL, assignee, due date, etc.).

  6. Click Continue.

Step 5: Test and turn on your Zap

  1. Click Test trigger to verify Zapier receives data from your Workflow account.

  2. Review the sample data to confirm it looks correct.

  3. Click Test action to send a test to the destination app.

  4. Verify the action succeeded (check Slack for the message, Sheets for the new row, etc.).

  5. Toggle your Zap on.

Test with real events: Zapier uses recent events from your Workflow account for testing. If you don't have recent activity matching your trigger, create a test task or comment first.

What you can automate

Every Workflow trigger can feed any action in Zapier's catalog. Here are examples:

When this happens in Workflow...

...you could automatically

New Task created

Post to a Slack channel, add a row to Google Sheets, create a calendar event

Task Assigned to someone

DM the assignee in Slack, send them an email

Task Status Changed

Update a tracker, notify a stakeholder when something hits "In Progress"

Task Due Date Changed

Create or update a calendar reminder

Task Approved

Notify the client, kick off the next step in your pipeline

Task Needs Review

Alert the owner, log it in a QA sheet

New Comment

Forward feedback to Slack or email

New Version uploaded

Notify reviewers that fresh work is ready

New Project created

Spin up a folder, channel, or kickoff checklist

Task Archived

Move records to long-term storage, update reporting

Task Deleted

Keep an audit log in a spreadsheet

Task Moved to Storage

Trigger cleanup or archival routines

Example Zaps

  • When a task is marked Approved, post a message to our #wins Slack channel.

  • When a new comment lands on a design file, email the designer.

  • When a task is assigned to me, add it to my Google Calendar.

  • When a new project is created, create a matching channel in Slack.

Managing your Zaps

After you create Zaps, manage them in Zapier:

  • View all Zaps: Go to My Zaps in Zapier to see status and recent activity.

  • Pause a Zap: Toggle it off to stop it temporarily.

  • Edit a Zap: Click the Zap name to modify triggers, actions, or field mappings.

  • Delete a Zap: Click the three-dot menu → Delete.

Limitations

  • Triggers only: Workflow can start Zaps but can't receive actions (like creating tasks from other apps) during the beta.

  • Beta invite required: Workflow isn't listed in Zapier's public App Directory. You mustuse the invite link to connect—searching for Workflow in Zapier won't work until you've used the link.

  • Zapier task limits: Free Zapier accounts are limited to 100 tasks per month. Each Zap execution counts as one task.

  • Account-level connection: Zapier connects to your Workflow account, not individual team members.

Troubleshooting

Your Zap is on but actions aren't happening

Possible causes:

  • Trigger hasn't fired: Make sure the trigger event is actually happening in Workflow.

  • Action app disconnected: Re-authorize the destination app in Zapier.

  • Missing required fields: Check that all required fields in the action are filled with Workflow data.

How to check: Open your Zap → Runs tab → look for red X marks and read the error details.

Test passes but real triggers don't work

Possible causes:

  • Your test used sample data, but real events might not match filter conditions.

  • The Workflow trigger wasn't fully subscribed—disconnect and reconnect Workflow in Zapier.

Solution: Disconnect Workflow from Zapier, reconnect, and re-test.

What's next

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