Integrations

Zapier integration

The more online applications your company use, the more is the need to automate tasks between them. Starting with version 8.5, you can use Zapier to connect Alloy Navigator Express with other apps to automate repetitive tasks and have more time for actual work. This article describes how to do it.

About Zapier

Zapier is an online automation tool that helps connect web apps without coding or relying on developers to build the integration.

In Zapier, automated tasks between applications are called Zaps. A Zap consists of a trigger event and an action. An event in one app is used as a trigger to perform a corresponding action in another app. For example, since we talk about Alloy Navigator Express, you can use Zapier to automatically send a message to your Support Team channel in Slack when a new Ticket is submitted in Alloy Navigator Express — that would be a Zap.

A single Zap can chain multiple actions in various apps together. For example, a single Zap can capture a message in a Slack channel, create a Ticket, and post the Ticket number back to the message sender in the Slack channel.

Supported objects, triggers, and actions

Currently, the following Alloy Navigator Express objects can be used in Zapier integrations:

  • Tickets
  • Change Requests
  • Persons

Various events in Alloy Navigator Express can become triggers for your Zapier integrations.

Trigger Triggers when
New Change Request A new Change Request is created.
New Change Request activity A new Activity is added to any Change Request.
Change Request status change A Status of a Change Request is changed.
New Ticket A Ticketis created.
New Ticket activity A new Activity is added to any Ticket.
Ticket status change A Status of a Ticket is changed.

Actions either create something in Alloy Navigator Express or search for something in Alloy Navigator Express.

Action What the action does
Create Ticket Creates a new Ticket in Alloy Navigator Express.
Lookup Ticket Retrieves a Ticket record by ID or OID.

Search Person

 Searches Person by primary email address.
Lookup Change Request Retrieves Change Request record by ID or OID.
Lookup Person Retrieves Person record by ID or OID.

Before you begin

To allow Zapier to connect to Alloy Navigator Express, these things are required:

  • Zapier account

    To integrate your Alloy Navigator Express with other apps, you will need a Zapier account at https://zapier.com/. If you do not have a Zapier account, sign up.

  • Alloy Navigator Express account for integration

    Zapier will ask you for the username and password of an Alloy Navigator Express account. We recommend that you use a dedicated technician account with Standard or Windows authentication. This account must have permissions for the actions your integration will perform in Alloy Navigator Express.

    INFO: For details, see Administration Guide: Creating and Maintaining Technician Accounts.

  • Alloy Navigator Express API endpoint URL

    Zapier will ask you for the URL of Alloy Navigator Express API's endpoint, for example:

    https://mycompany.com/alloynavigator express /api

    Before you start creating a Zap, make sure that Alloy Navigator Express API module is installed and configured for the Access Token user authentication.

    INFO: For instructions, see Installation Guide: Installing and Configuring the API Module.

Creating zaps

To get started, check out our ready-to-use Zaps for common automation tasks. If you find what you are looking for, click Connect these Apps and follow the on-line instructions that will walk you through the process.

For example:

NOTE: Contact our Support Team, and we will help you to set up the integration and let Alloy Navigator Express and Zapier automate your workload.