Before we get started, you'll need to make sure you have the following:
- A Zapier account (Zapier offers free plans!).
- A MarkUp.io account (you'll need to be the Admin or Owner of your MarkUp.io Workspace - learn more about setting up your team here)
Follow the interactive step-by-step below (recommended) or continue down for written instructions:
Get started from MarkUp.io
- Head to the integrations tab – you'll find this in your side bar (or you can click here).
- Select Zapier.
- Select one of our ready-to-go templates (easy set up) OR click Create your own template (customized set up).
- Both of the above options will take you to Zapier, where you'll need to connect your MarkUp.io workspace to Zapier to continue.
- Skip to Setting Up MarkUp.io as your Trigger app below to continue
Get started from Zapier
- Log into your Zapier account to get started.
- Click "Create Zap" in the top left-hand corner
- Select MarkUp.io as your Trigger app
- Skip to Setting Up MarkUp.io as your Trigger app below to continue
Setting Up MarkUp.io as your Trigger app
- Choose the trigger event you want to use, such as 'MarkUp created', and click 'Continue'.
- Select the account you want to link to the trigger event.
- If your MarkUp.io account is not already connected, you'll need to select Connect a new account.
- If it is already connected, skip to Step 6.
- When you're prompted to "Enter your API Key from MarkUp.io," – you'll need to head to the Zapier integration dashboard in MarkUp.io (or you can click here to jump to it)
- Copy your API key and paste it in Zapier (a new window/tab should have opened prompting you for your API key earlier)
- Click continue to move connect your MarkUp.io workspace to Zapier (you only ever need to do this once).
- You’ll then be prompted to test the trigger - this isn’t essential, but it helps when building the next step.
Configuring the Action
- Select the app you want to use as the action app, such as Google Sheets or Trello (check out our templates here for inspiration)
- Choose the specific action you want to happen next, such as 'Create a new row' or 'Create a new card'.
- Fill in the required fields when prompted and customize the action as needed.
Testing the Zap
- Once you've configured the trigger and action, click "Test this Zap" to ensure it works correctly.
- Follow the prompts to test the Zap and make necessary adjustments (if needed).
If you encounter any issues during the integration process, here are some common solutions:
- Check your API keys and authentication settings
- Make sure you've linked the correct MarkUp.io account/workspace.
- Ensure you have the right permissions in both Zapier and MarkUp.io (you'll need to be a Workspace Admin or Owner)
- Double-check the fields you've filled in for the action app
Integrating MarkUp.io with Zapier can help you streamline your workflow and get more done in less time. Follow these simple steps to start automating your tasks today!