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Integrating Zapier

Last Updated On 2023-12-12

NOTE: Only available on the Atarim Starter, Pro, and Business Plans.

Using Zapier with Atarim opens up integration opportunities with 6000+ other apps. In this help doc, we’ll show you how to get started and a few different examples of workflows you can create using some of the most common apps!

Connecting Your Atarim Account To Zapier

First, you need to get your accounts connected. To get your API key for Atarim, you need to go to your integration settings and enable Zapier. You can find that setting here.

Click to toggle on the integration and it will reveal your API key.

Click on the icon to copy the API key to your clipboard. Now let’s head over to Zapier.

Once logged in, go to “Apps”.

Then click on “Add connection”.

In the modal that appears, search for “Atarim” and choose the top one.

This will open another modal where you need to paste your API key from your Atarim Account and click “Yes, Continue to Atarim”.

Once done, your accounts are connected!

Using Atarim Triggers

When creating a Zap, click on Trigger to get started.

Search for Atarim and choose (1.0.7).

Now we need to choose which trigger we want to use. Here’s what they all do:

  • Add Tag: Triggers when a tag is added to a task inside the Atarim Dashboard
  • New Comment: Triggers when a new comment is added to a task
  • New Time Entry Logged: Triggers when a new time entry is created.
  • New Note: Triggers when a note is added to a task
  • New Task: Triggers when a new task is created on a project.
  • New Website: Triggers when a new website is added to your Atarim Dashboard.
  • Status Change: Triggers when a tasks’ status is changed.
  • Urgency Change: Triggers when a tasks’ urgency is changed.

For this example, let’s choose the “New Task” trigger.

Click on continue.

Now it will ask you to select an Atarim account to use.

Once you’ve chosen the account you added earlier, click on continue to start a test.

Now click on “Test trigger”. This will look for a task that has been created on your account (if no task has been created before, this might cause an error, to ensure it works, go to a project on your account and add a task).

Once successful, you’ll see records here:

Now we can choose an action.

Atarim Triggers To Actions

Now that we have some tasks being pulled, Zapier gives us the ability to push the data from these tasks to other apps. In this example, let’s add this task to a Google Sheet.

Click on “Action” to get started.

Search for Google Sheets and select it.

For the action, let’s choose “Create Spreadsheet Row”.

Once you’ve gone through the account connection process, click on continue.

Here we’ve chosen our Google Drive and a spreadsheet we’ve created called “Atarim Tasks”.

This will find columns you have named inside the sheet, and this is where we can put the data from tasks.

We are adding the comment from the task, and the status.

Now click continue.

Then click on “Test step”.

This will test the action to see if it will push the data to where we want it.

Once the test is a success, if we check the spreadsheet, we’ll see the task data added.

Getting Support From Us

And that’s it! Merge sites is a great way to move or copy tasks when moving a website from staging to live.

If you have any questions about internal tasks or anything in general, you can always reach us on where we are always happy to help!

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