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Zapier Integration

How to use Zapier to set up automations in other tools

Hal avatar
Written by Hal
Updated over a week ago

Collage offers a Zapier integration that allows you to automate actions in any of the 6,000+ apps that Zapier has an integration with. A full list of Zapier apps can be viewed by clicking this link.

How It Works

Zapier works by creating Zaps. A Zap is when a trigger in one app causes an action in another app. Collage's Zapier integration allows you to select from 4 triggers in Collage:

  1. Employee Created: triggered by hiring an employee in Collage

  2. Employee Terminated: triggered by terminating an employee in Collage

  3. Time Off Request Approved: triggered when a time off request is approved in Collage

  4. Time Off Request Rejected: triggered when a time off request is rejected in Collage

Triggers work one-way, i.e. these 4 triggers in Collage can cause actions in other apps, but triggers in other apps cannot cause actions or triggers in Collage.

For example, a time off request being approved in Collage can trigger time off being added to a time-tracking app like ClickTime.

Generating an API Key

To connect Collage to Zapier, you will need to generate an API key in Collage. First, go to Company Settings, scroll down to the Integrations panel, and click on Zapier:

From the Zapier integration page, you will be able to generate an API key. If you are not familiar with what an API key is, you can think of it like a password that authorizes Zapier to access your Collage account to take actions you set up in Zapier.

If multiple people at your company use Zapier and have their own accounts, they will each need an API key.

Click on the Generate New API Key button in the bottom left of the panel:

Give the API key a name. If you plan on creating multiple API keys, give it a name that will help you differentiate it from other API keys:

Important: once you click Save, do not click Save a second time until you have copied the API key that appears. You will need this API key when setting up a Zap in Zapier.

If you accidentally saved it without copying it, simply delete the API key and create a new one.

Now that you have created and copied your API key, you can connect your Collage account to Zapier and set up a Zap.

Connecting Collage to Zapier

  1. In Zapier, Create a Zap using the button in the top left of the screen:

3. In the Zap draft screen, click on the Trigger button:

4. A "Change trigger" menu will appear. From this menu, search for Collage and select it:

5. You will then be prompted to select the trigger action for your Zap. Select the action that you want to trigger a change in another app. For example, if you want an approved time off request to trigger a change in a separate time-tracking software that supports Zapier, select Time Off Request Approved:

6. Next you will connect your Collage account to Zapier. Click on "Sign in" under the Account dropdown. You will be prompted for an API key.

7. Paste the API key that you created in the Generating an API key step, and then click Yes, Continue to Collage HR:

8. You will know your account is connected when you see your and your company's name show up under the Account dropdown:

From here you can set up specific filters so that only the time off requests you want approved are used in triggers. Leaving filters blank will include all time off requests approved in your company:

Lastly, you can test to make sure the trigger is set up properly. If there are any issues, you will see them appear on the screen after you attempt the test.

Now that you've set up your trigger, you can select from Zapier's integrations with 6,000+ apps to automate actions in other tools.

Disconnecting Zapier

If you want to remove Zapier's access to Collage, simply delete all API keys you created and the Zapier integration will stop working. If you want to revoke access for just one user, delete only their API key.

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