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Documentation Index

Fetch the complete documentation index at: https://docs.navisops.com/llms.txt

Use this file to discover all available pages before exploring further.

Zapier connects Navis Ops to more than 6,000 apps without writing any code. You can start a Zap when something happens in Navis Ops — like a new task being created — or use Zapier to create tasks and notes in Navis Ops whenever something happens in another app, like a new row in Google Sheets or a form submission in Typeform.

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Connect your Navis Ops account

Before you build your first Zap, you need to authorize Zapier to access your workspace.
1

Find Navis Ops in the Zapier app directory

Log in to Zapier and search for Navis Ops in the app directory. Select it from the results.
2

Connect your account

When prompted to authenticate, click Connect. Zapier redirects you to Navis Ops, where you sign in and approve access. Once approved, Zapier stores the connection and you’re ready to build Zaps.
You can connect multiple Navis Ops accounts to Zapier if you manage more than one workspace. In the Zap editor, use the account switcher next to the Navis Ops step to pick which workspace to act on.

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Available triggers

Triggers start a Zap when an event occurs in your Navis Ops workspace. Use these to push data out to other apps automatically.
TriggerWhen it fires
Task createdA new task is added to any project in your workspace
Task updatedAn existing task is modified (status, due date, assignee, etc.)
Task completedA task’s status changes to complete
Project createdA new project is added to your workspace
Note createdA new note is saved in any folder

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Available actions

Actions are things Zapier does in Navis Ops when a Zap is triggered by another app. Use these to bring data into your workspace automatically.
ActionWhat it does
Create taskAdds a new task to a project you specify, with title, due date, and priority
Update taskChanges the status, due date, or other fields on an existing task
Create projectCreates a new project with a name, type, and color
Create noteSaves a new note to a folder you specify, with a title and body

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Example: Google Sheets row → Navis Ops task

This Zap creates a task in Navis Ops each time a new row is added to a Google Sheet — useful for intake forms, client requests, or any list-based workflow.
1

Create a new Zap

In Zapier, click Create Zap. Search for Google Sheets as the trigger app.
2

Set the trigger event

Choose New Spreadsheet Row as the trigger. Connect your Google account, select your spreadsheet and worksheet, and test the trigger to confirm Zapier can read your data.
3

Add the Navis Ops action

Click the + button to add an action. Search for Navis Ops and choose the Create Task action.
4

Map your fields

Map the spreadsheet columns to the task fields. For example:
  • Title → the “Request” column in your sheet
  • Due date → the “Deadline” column
  • Project → select the target project from the dropdown
Use Zapier’s field picker to insert values from the trigger step.
5

Test and turn on

Click Test action to verify a task appears in your Navis Ops project, then turn the Zap on.
For more advanced automation — such as conditional logic, multi-step actions, or triggering from internal events — use Workflows in Navis Ops directly. Workflows support webhook triggers, which means any external service that can send an HTTP request can kick off a workflow without Zapier. See Custom Webhooks for details.

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See also

Custom webhooks

Trigger Navis Ops workflows from any external service using inbound webhooks.

Workflows overview

Build multi-step automations inside Navis Ops with conditions, delays, and HTTP requests.

Slack integration

Send notifications and workflow results directly to Slack channels.

GitHub integration

Link repositories to projects and trigger workflows from GitHub events.