Zapier
Zapier lets you connect Steady to 1,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.
Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically.
Set up
- Log in to your Zapier account or create a new account.
- Navigate to "Connected Accounts" from the top menu bar.
- Now click on "Connect new account" and search for "Status Hero" (the integration is still configured under our previous name)
- Use your credentials to connect your Steady account to Zapier. you’ll need your team’s ID and API key, which is in the Zapier section of the Team Settings - Integrations page. (You can also find these tokens under the API tab on the Team Settings page.)
- Once that's done you can start creating an automation. Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup.
- Need inspiration? See everything that's possible with Steady and Zapier.
Triggers & Actions
Using the Record Activity
action, you can push activity via triggers from other tools to Steady. For example, when Todoist tasks are completed, or Freshdesk tickets are updated.
The New Check-in
trigger is handy for exporting check-in data from Steady to other tools, like Google Sheets or Airtable.
You can also sync up team-wide holidays or team member absences with the Create Team Holiday
or Record Team Member Absence
actions.
Tips
For custom zaps, when you customize the Description
, you can use HTML combined with fields available from the other application to structure links in the description. This will allow fields to be clickable in Steady.
Below is an example of using HTML in the description to structure a link. By combining the hard-coded URL with the ID that is passed from Pipedrive, and making the Title from Pipedrive the link, we're able to see these activities with their titles and links in the Steady UI.
For the Source URL, use a link to the tool itself, not the individual item. The source url is used to group activities in Steady, so you want it to be consistent. In our example, it is the link to our Pipedrive instance.