Zapier

How can I use Zapier with PI Perform?

Further integrate ticketing, project, HR systems, and more using Zapier with PI Perform.

PI Perform integrations enhance your efficiency and productivity in several ways. In this article we’ll talk through how this reach can be expanded by leveraging the powerful Zapier network.

What can the PI Perform-Zapier integration do?

  • Automate creating data (action items/discussion topics) between PI Perform and your other platforms through Triggers and Actions:

These are Instant Triggers that enable real-time connection:

Triggers fire when items are first created in your synced system. This is best used when you want to talk through and track something with your team member (such as a service ticket, engineering task, new project, etc.). Triggers send the text content that appears as a PI Perform Discussion Topic or Action Item.

  • The “New Action Item Assigned” trigger is for any new Action Item assigned to you.
  • “New Item Created” allows you select a specific PI Perform workspace where you’d like this import to appear.

Please note: The Zap instantly creates new objects in PI Perform with the information from the source system. After that any later updates to the PI Perform version of the object will not be reflected in the source system. It’s a one-way street.

These are Actions in PI Perform that can be done based on your Triggers:

How do I set up and authenticate Zapier?

  • Zapier zap builder UI is complex but fairly easy to follow if you know how zaps generally work/what Zapier is
  • Authentication form in Zapier zap builder:
  • Follow the link and paste in the token (which will only be visible once we manually turn on the flag for specific users)
  • Can only authenticate/create zaps for your own account, can’t automate for a team

Do you still need support? Contact us here.

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