> ## 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.

# Automate Navis Ops with Zapier

> Connect Navis Ops to 6,000+ apps through Zapier. Trigger Zaps from workspace events and create tasks, notes, and projects automatically.

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.

## Connect your Navis Ops account

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

<Steps>
  <Step title="Find Navis Ops in the Zapier app directory">
    Log in to [Zapier](https://zapier.com) and search for **Navis Ops** in the app directory. Select it from the results.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  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.
</Note>

## 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.

| Trigger             | When it fires                                                   |
| ------------------- | --------------------------------------------------------------- |
| **Task created**    | A new task is added to any project in your workspace            |
| **Task updated**    | An existing task is modified (status, due date, assignee, etc.) |
| **Task completed**  | A task's status changes to complete                             |
| **Project created** | A new project is added to your workspace                        |
| **Note created**    | A new note is saved in any folder                               |

## 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.

| Action             | What it does                                                                 |
| ------------------ | ---------------------------------------------------------------------------- |
| **Create task**    | Adds a new task to a project you specify, with title, due date, and priority |
| **Update task**    | Changes the status, due date, or other fields on an existing task            |
| **Create project** | Creates a new project with a name, type, and color                           |
| **Create note**    | Saves a new note to a folder you specify, with a title and body              |

## 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.

<Steps>
  <Step title="Create a new Zap">
    In Zapier, click **Create Zap**. Search for **Google Sheets** as the trigger app.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Add the Navis Ops action">
    Click the **+** button to add an action. Search for **Navis Ops** and choose the **Create Task** action.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Test and turn on">
    Click **Test action** to verify a task appears in your Navis Ops project, then turn the Zap on.
  </Step>
</Steps>

<Tip>
  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](/guides/integrations/webhooks) for details.
</Tip>

## See also

<CardGroup cols={2}>
  <Card title="Custom webhooks" icon="webhook" href="/guides/integrations/webhooks">
    Trigger Navis Ops workflows from any external service using inbound webhooks.
  </Card>

  <Card title="Workflows overview" icon="bolt" href="/guides/workflows/overview">
    Build multi-step automations inside Navis Ops with conditions, delays, and HTTP requests.
  </Card>

  <Card title="Slack integration" icon="slack" href="/guides/integrations/slack">
    Send notifications and workflow results directly to Slack channels.
  </Card>

  <Card title="GitHub integration" icon="github" href="/guides/integrations/github">
    Link repositories to projects and trigger workflows from GitHub events.
  </Card>
</CardGroup>