Zapier Integration (Workflow)

Modified on Tue, 17 Dec at 2:23 PM

Zapier connects Lytho with thousands of popular apps, providing you with a flexible suite of integration— no coding skills required! Leverage our library of actions and triggers to save time setting up repetitive tasks, managing PTO, and ensuring communication and collaboration across multiple platforms.

TABLE OF CONTENTS

Understanding Zaps
Getting Started with Lytho + Zapier
Begin Building a Zap in Lytho
Begin Building a Zap in Zapier
Building a Zap

Understanding Zaps

Zaps are workflows that automate repetitive tasks for you. Zaps follow a simple formula using triggers and actions:
If X happens in App1 (trigger), then I want Y to happen in App2 (action).

A library of actions and triggers is available to help automate your process and connect Lytho with other tools you rely on. A trigger causes something to happen in another application based on activity within Lytho. An action makes something happen in Lytho pursuant to activity in another application.

The general flow of creating a zap is as follows:

Choose your trigger app: The Zap will be triggered by an event that occurs in this app.
Select your event: This will be the event that occurs in the selected app that triggers the Zap.
Select your app account: Select or connect the specific app account to use in the Zap trigger.
Set up your trigger: Set up your trigger options to fit your needs.
Test your trigger: Test your trigger to see if it pulls in the right data.

Actions and triggers can be combined in many different ways and with many different applications, but we have compiled some suggestions to help get you started!

Type	Endpoint	Lytho Product	Example Zaps	Value
Leverage communication tools to keep everyone up to date - automatically
Trigger	Project is created	Workflow	When a new project is created, automatically create a new record in Airtable	Eliminate the manual syncing of new work across multiple tools used by other teams
Action	Create Task	Workflow	When an event is added to an Outlook calendar, automatically create a task in Lytho WF	Capture your work in Workflow so your task list is accurate.
Trigger	Time-off entry is created	Workflow	When a Time-Off Entry is created, automatically create an event in Outlook.	Sync PTO events to other calendars the team uses so you only have to enter them in one place.
Action	Create a time-off entry	Workflow	When an event is added to Google calendar with the subject “PTO”, automatically create a time entry in Lytho WF	Sync PTO events to Workload from other calendars so you only have to enter them in one place.
Share work across all the tools your organization uses
Action	Create a Project	Workflow	When a message is received in Slack, automatically create a project	Automate workflows anchored in messaging apps
Action	Create a Task	Workflow	When a Jira task is created, automatically create a task in Lytho Workflow	Create ‘parity tasks’ in Lytho WF
Trigger	Task is created	Workflow	When a task is created in Lytho Workflow, automatically create a task in Jira (note: this pairs best with a multi-step zap using filtering)	Create ‘parity tasks’ in tools other teams use.
Automate the management of assets
Action	Upload Asset	DAM	When a file is added to Box, automatically add it to Lytho DAM	Eliminate redundant, manual tasks to store files in multiple areas

Please access Zapier's documentation for additional information here.

Getting Started with Lytho + Zapier

Zapier is a third-party application that offers both free and paid versions of their platform. Download the Lytho + Zapier integration directly here or search "Lytho" in Zapier's integration library. You may prompted to log in or sign up for a Zapier account.

Starting at your My Zaps homepage, you'll be able to select My Apps to begin connecting your Lytho account with Zapier.

Select Add Connection from the right hand side and search for "Lytho" in the search bar.

After clicking on Lytho, you will be prompted to enter your Lytho subdomain. This can be found within your Lytho URL and is unique to your organization. For example, the account URL may be https://yourcompany.us-1.lytho.com or https://yourcompany.ignite.inmotionnow.com - in both cases the subdomain would be yourcompany. Click Yes, Continue and you may be prompted to sign in to your Lytho account if you aren't already logged in.

Repeat this step for any platforms you will want to connect to and from. Now when creating Zaps with Lytho you'll be able to easily select your account information for all of your automation creations.

Begin Building a Zap in Lytho

Select your profile icon from the bottom left corner of the navigation bar in Lytho Workflow and select Personal Settings. Select Integrations from the left navigation menu and scroll down to the Zapier menu. To create a new Zap, click Create Zap

If you do not see the Zapier integration in your settings, please contact Lytho Support.

Begin Building a Zap in Zapier

From the Zaps tab of the left navigation bar, begin by selecting the + Create button on the right side of the page.

You'll be given two options: New Zap will allow you to create the connections between platforms while New Folder will allow you to create organizational folders within Zapier.

Building a Zap

After selecting "New Zap" or "Create Zap" begin by naming your Zap from the prompt in the top left corner of your screen.

Now that you have named your Zap, continue by setting Lytho as the trigger for the action. In the Trigger search box, type in "Lytho" and select the latest available option.

You may see a yellow caution symbol appear while building out your connection. This indicates that the step has not yet fully been completed and will continue until all components of a step have been completed

After selecting your Trigger location, you'll need to specify what in Lytho will activate the Trigger. In the Event box, find the action that you would like to create an effect.

Select Continue or Choose account at the bottom of the window and you'll be prompted to select the account you'd like to use. If you've already configured your Lytho connection, you will see your account shown here. Otherwise, click Sign in to connect your Lytho instance with Zapier.

Select Continue or Test at the bottom of the window and click on the Test trigger button to test the connection. If successful, you should see that it pulls in examples of your trigger.

Now that we have set up what starts the Zap, we will need to specify what the Zap will do. Within the Action, select the connection and the event that you want based on the configured Trigger.

Select Continue or Choose account at the bottom of the window and you'll be prompted to select the account you'd like to use. If you've already configured your connection, you will see your account shown here. Otherwise, click Sign in to connect your intended platform with Zapier.

Depending on the platform you're connecting to, your Action configuration will differ. When you have successfully tested your Zap, select Publish.

Depending on your Zapier subscription model, your connections will be run between every minute to every 15 minutes. Free plans will trigger every 15 minutes.