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

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.

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

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.

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.

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.

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.

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.

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.

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.

Updated on: 13/11/2026