Cirkus Zapier integration

What is Zapier Integration?


We have recently developed a Zapier integration for Cirkus, and we would love for you to see how it can improve your workflows and make life easier.


Zapier acts as a link between 3rd party systems.
You can set up rules like “When I get a new demo request submitted on Hubspot, create a task in Cirkus”, or vice versa.

An interesting integration is to send an email to create a task in Cirkus with the content of the email.


Zapier works on the concept of "Zaps" which are the connectors between both systems.
Zaps have a Trigger, and an Action.

You'll need to create a free Zapier account to get started. The free accounts have  some limits (5 zaps and 100 tasks per month), but it's enough to get started with.


You can check out the remote systems we can connect with on the zapier support app pages.


Cirkus is in `Early Access` mode on zapier.


What integration options are available in Cirkus?

Zapier works on the concept of "Zaps" which are the connectors between both systems.

Zaps have a Trigger, and an Action.

Cirkus supports the following Triggers from Cirkus to send an action to a remote system.

  • A new Project is created in your Workspace in Cirkus

  • A new Sub Project is created in an specified Project in Cirkus
  • A new Task is created in an specified Project in Cirkus
  • A new Booking ("Calendar Event") is created in your Workspace in Cirkus


Cirkus supports the following Actions in Cirkus on a Trigger from a remote system.

  • Create a new task in a specific project.
  • Create a new Sub Project in a specific Project
  • Create a new Project in your Workspace
  • Create a new Booking in your Workspace
  • Search for a task. Most useful in multistep integrations.

After creating your zapier.com account, you can create you first Zaps, check out some useful examples below.


Example 1: Send an email to create a Cirkus task

Log in to zapier.com, go to "Make a Zap" on the top right.
This will bring you to a screen where you can select "Email by Zapier" as your Trigger.



This will bring you to a new page where you select Inbound email, click Save + Continue , and then define  the address to receive your emails.

This is a random email address from zapier, which you should copy to clipboard and save in your address book for easy access.


(If you want to use your own email address, or a different alias (mycompany.cirkus@gmail.com), you can use a Gmail Trigger instead of this Email one.)



You will be prompted to send a test email to the email address to make sure all is working.
This testing is also useful in the next step, when we create the cirkus task . Do the test and select the sample and continue.


The wizard will prompt you to create an Action for your Trigger. our Action will be to create a task in Cirkus.


Add an action/search step as below and select Cirkus as the target




Select "Create task" from the available options.

Then you will be prompted to "Connect an Account" and enter the credentials that will be used to connect to Cirkus.

You should use your own credentials, or an account which has access to the projects you are targeting.


Save and Continue to the Cirkus template page. This is where you can specify what data is created in the Cirkus task.

This is the powerful part. You can select fields from the incoming email, or static text which should be set as the Task Name or Description.

The Task Name is mandatory, so you need to fill this field with some data which will always be sent.

In our example we will use the email Subject as the Task Name, and the Body as the Task Description.




Note, in this beta version, the Due Date is not predictable, and the tasks will  be assigned to the current user if the field is blank. you can only specifically assign a task to a Role in the project.


If you want to assign the task to an individual Cirkus member, the workaround for now is to go to the Project in Cirkus and create a new Role, and add the Role to the Member you want to be assigned the task.


Select Continue, give your Zap a name, and turn it to ON.


Now starting sending email triggers to cirkus and see how it can save you time!


Example 2: Create a new worksheet in a Google Sheet when a project is created in Cirkus.


Log in to zapier.com, go to "Make a Zap" on the top right.
This will bring you to a screen where you can select "Cirkus" as your Trigger, then select New Project from the available Cirkus Triggers



Then you will be prompted to "Connect an Account" and enter the credentials that will be used to connect to cirkus.

You should use your own credentials, or an account which has access to the projects you need.


Set up the account, enter your credentials, then Save and Continue to the Cirkus selector, here you can select which Organization should be watched for trigger projects.


Click Continue and you will be asked to create a new project to test the Trigger, so go to Cirkus and create a new Project in that Organization


 


Back in Zapier, you should now click "Pull In Samples" to see your sample project details have been sent, and click Continue.
The wizard will prompt you to create an Action for your Trigger. our Action will be to create a spreadsheet in Google Sheets.

Add an action/search step as below and select Google Sheets as the target, and Add Worksheet as the Action.


Then you will be prompted to "Connect an Account" and enter the credentials that will be used to connect to Google Sheets.

You can use your own credentials, or an account which has access to the google drive that you need.

When you are done Select Save +Continue.

In the next screen you configure how the worksheet should be created.

In our Sales example  we give it the same name as the Project in Cirkus, plus the first name of the person who created the project in Cirkus.
Note: If you are using templates and custom fields, you should create a sample project that can be pulled so you can correctly see and map your custom fields. You will need to search for the value on those fields in the selector to find them



Send a test and see the worksheet created in google drive with the project name and creator.



Back in Zapier, click Finish , Give your Zap a name, and turn it to ON.

Now you are ready to save time and see your information flowing from Cirkus to Google Sheets.


Example 3: Create a Google Calendar Event from a Cirkus Calendar event.

Note: For this integration only "New Events" will trigger an update, not deletes or updates.

1. Log in to zapier.com, go to "Make a Zap" on the top right.
2. This will bring you to a screen where you can select "Cirkus" as your Trigger, then select New Calendar Event from the available Cirkus Triggers


3. Next chose your Cirkus login and authenticate with Cirkus if needed.
Now you can set up the parameters for your updates, you can specify your Workspace, and if only events you are involved in will by sent to Google, or all events.

Click Continue, and Test Trigger to pull a sample event from your Workspace.
This sample data will allow you to build the Action in google in the next steps


4. In the Action step, select Google Calendar and "Create Detailed Calendar Event" as the actions for your Zap. Click Continue and setup your google credentials if needed and Continue.

5. Now you need to map the Cirkus information to the Google event.
The most important is to map the Event Name to "Summary", and the Event start and end times. You can also add the emails of the Involved Cirkus users as Attendees on Google to invite them.


Click Continue, and send a test event to your google calendar.


When you confirm everything is working as expected, you can turn on your Zap and all new events will be sent to Zapier.

Need Help?


Zapier has a huge number of online Guides to help you to create automations, and link systems that you use.


To send us feedback on this early access version, or request new features for when we go live, please contact us at hello@cirkus.com.



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