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# Guide to connecting Plexflow and Zapier by webhook with an API key

### Foreword

To connect Plexflow to Zapier, an **API key** is required.

It is important to note, however, that the **API key** itself can be used to authenticate and identify a Plexflow account, whether in Zapier or in other integration contexts.

**In the specific context of the Plexflow integration in Zapier**, this API key is used to authenticate the connection between the two platforms and to allow the use of the **triggers already predefined** in Zapier.

In other words, in this article, the API key is used to **connect Plexflow to Zapier** so that certain predefined events in Plexflow can be sent automatically to Zapier, in the form of a webhook.

This distinction matters, because the API key can also be used in other technical contexts, including to make direct calls to Plexflow. However, **that is not the purpose of this Zapier integration**, which is limited here to the triggers already provided between the two platforms.

### Step 1 – Select the right account to connect

Before connecting Plexflow to Zapier, it is important to choose the **right subaccount** or the **main account**, depending on the type of connection you want.

- **If you want to connect a single subaccount**, select the relevant subaccount.
- **If you want to connect several subaccounts**, it is recommended to select the **main account**.

To better understand the different possible connection scenarios, you can consult this guide:
[Plexflow guide: API, webhooks and automation platforms](https://help.plexflow.ca/fr/article/guide-plexflow-api-webhooks-et-plateformes-dautomatisation-34u8j/#1-scenarios-de-connexion)

### Step 2 – Open the API Integration section

In Plexflow, click the **person icon at the top right**, then select **Profile**.
Once you are in your account, click the **API Integration** tab.
This is the section where you can create the API key needed to connect Plexflow to Zapier.

![Profile menu and API Integration tab](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-2_g3gu6h.png)

### Step 3 – Create an API key

In the **API Keys** section, click the **+ Create Key** button.
This step generates the API key that will be used to establish the connection between Plexflow and Zapier.

### Step 4 – Name the API key

Enter a **Key Name** that will make it easy to identify later.
For example, you can use a name such as **Zapier**.
It is recommended to choose a clear name so that you can more easily trace the use of this key in your integrations and automations.

### Step 4B – Select the right team, if necessary

If you have chosen to connect **several accounts**, you will need to select the **right team** when you create the API key.
This team must have been **created beforehand** in Plexflow.
To find out how to create a team, see this article:
[Teams, roles and permissions in Plexflow](https://help.plexflow.ca/fr/article/equipe-roles-et-permissions-dans-plexflow-1lf7m6/)

### Step 5 – Create the key and store the information in a safe place

Once the information is complete, click **Create Key**.
Then make sure you **copy and store this information in a secure place**, because this key will be used to establish the connection between Plexflow and Zapier.
As this is a sensitive access, it is recommended to share it only with authorized people and to keep it confidential.

![Creating an API key](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-5_1kk6s0a.png)

### Step 6 – Create a new Zap in Zapier

Then go to **Zapier** and create a **new Zap**.
This Zap will be the starting point for configuring the automation between Plexflow and the external application of your choice.

![Creating a new Zap in Zapier](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-6_149x5gq.png)

### Step 7 – Choose a trigger

In your new Zap, click the **Trigger** section in order to choose the event that will start your automation.
The **trigger** is the action or event that will serve as the starting point for your Zap.

![Choosing a trigger in Zapier](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-7_1nju7w3.png)

### Step 8 – Search for Plexflow in Zapier

In Zapier’s search field, enter **Plexflow** to find the application.
Once the result is displayed, select **Plexflow** to continue configuring your automation.

### Step 9 – Configure the Plexflow account in Zapier

In the **Account** section, configure the Plexflow account you want to use in Zapier.

If no account is connected yet, you will need to add your connection using the **API key** created earlier. If an account is already saved, make sure you select the right account before continuing.

![Configuring the Plexflow account in Zapier](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/image_ebqk42.png)

### Step 10 – Select the Zapier trigger

Once the API key is configured, you can select the **Trigger** to use in Zapier.

This trigger corresponds to a **predefined event in Plexflow**. When it occurs, the information is automatically sent to Zapier **in the form of a webhook**.

![Selecting a Plexflow trigger in Zapier](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/image_mnif1f.png)

### Step 11 – Configure the action to run

Once the trigger is selected, you can configure the **action** that will be run in Zapier.

This part is **customizable according to your needs**. Depending on your process, the information sent by Plexflow can be redirected to different platforms, such as **Gmail**, **Excel**, **Google Sheets**, or any other database compatible with Zapier.

In this example, we configured the automation so that **each time a service request is created in Plexflow**, an **email notification** is sent automatically to inform the maintenance coordinator.

**Note:** this step can vary depending on the tools connected to Zapier. Because it mainly concerns the configuration of external applications, Plexflow support may be more limited at this level.

![Configuring the Zapier action](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/image_1qiif68.png)

### Integration monitoring

Once the integration is configured, you can **monitor activity and statistics directly in Plexflow** from the **API Integration** section.

In particular, you will be able to consult certain information related to the use of the API key, such as **the events sent, recent activity, and the available statistics**.

![API Integration activity and statistics](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/image_125joqv.png)