Connect Sydnee to Zapier
Connect an API key and use the Sydnee triggers and actions that are live in Zapier.
Zapier connects Sydnee to other apps without custom code. A Zap is an automated workflow. A trigger starts it. An action is the step Zapier asks Sydnee to take.
The Sydnee Zapier app uses the same API key as the public API. It uses an API key, not OAuth.
API keys are included with paid plans. To connect during the free trial, select a plan and add a payment method first.
Connect Sydnee to Zapier
- Ask a workspace owner or admin to create a key in Company Settings → API Keys.
- Give the key a label such as
Zapier. - Open the Sydnee app in Zapier.
- Add a Sydnee connection.
- Paste the API key when Zapier asks for it.
- Let Zapier test the connection.
- Build and test the Zap with non-sensitive sample data.
Use a key only for Zapier. If you delete it later, your other API tools can keep their own keys.
Paste the key only into Zapier's connection field. Do not send it in a support or chat message, and do not include it in screenshots or sample data.
Choose a trigger or action
Zapier owns the list that appears in its builder. Open the live Sydnee app in Zapier before you choose a workflow, because available steps can change.
Current Sydnee triggers
The live Zapier app currently lists four triggers:
- New Account
- New Portal User
- New Request Template
- New Task Template
Trigger timing can vary. Use Zapier's test and run history to confirm when the Zap runs.
Current Sydnee actions
The live Zapier app currently lists six actions:
- Add Portal User to Account
- Add Task Template to Account
- Archive Account
- Create Account
- Remove User From Account
- Send Request to Portal User
Zapier can load current accounts, portal users, request templates, and task templates into supported setup fields.
The public API and Zapier support different sets of steps. Check the live Zapier list before you build a workflow.
Test a safe workflow
- Choose a test account that does not hold private client data.
- Check every account, user, and template field.
- Run the test once.
- Confirm the result in Sydnee.
- Turn the Zap on only after the result is correct.
Check access changes carefully: Archive Account and Remove User From Account change access. Test both with a safe account before you turn the Zap on.
Does Zapier need an API key?
Yes. The key lets Zapier use your Sydnee workspace. If the key is deleted or API access is no longer active, the connection stops working.