Set up Zapier automation

This guide walks you through setting up Kisi's native Zapier integration to create automated workflows (called "Zaps") between Kisi and other apps.

Prerequisites

1. Kisi organization administrator rights
2. Active Zapier account (free tier available for 2-step Zaps)

note

To authenticate in Zapier you will be prompted to sign in to Kisi, enter KISI-LOGIN followed by a space and your API key (get your API key here).

Example: KISI-LOGIN xxxxxxxxxxxxxxxxx

Create a Zap with a Kisi trigger

Use this approach when you want Kisi events (like new users being added) to trigger actions in other apps.

Example: New Kisi user creates Slack notification

1. Log into your Zapier account
2. Click Create Zap (orange button in the top navigation)
3. In the trigger section, click Choose app and event
4. Search for "Kisi" in the app search box
5. Select Kisi from the results
6. Under Event, select New User
7. Click Continue
8. Click Sign in to Kisi
9. In the authentication window:
   • Enter KISI-LOGIN followed by a space and your API key
   • Example: KISI-LOGIN xxxxxxxxxxxxxxxxxx
   • Click Yes, Continue to Kisi
10. Back in Zapier, click Continue
11. Click Test trigger to verify the connection works
12. If successful, click Continue

Set up the Slack action:

1. In the action section, click Choose app and event
2. Search for "Slack" and select it
3. Under Event, select Send Channel Message
4. Click Continue
5. Click Sign in to Slack and authorize the connection
6. Click Continue
7. Configure the message:
   • Select your desired Slack channel
   • Write the message and configure other optional fields
8. Click Continue
9. Click Test action to send a test message
10. If successful, click Publish Zap
11. Your Zap is now active and will run automatically

Using data from previous steps

To use variables from your trigger or previous actions, click the + button that appears in any configuration field. This opens a menu where you can:

1. Choose a previous step (trigger or action)
2. Select the specific variable you want to use from that step
3. Now the workflow will use the variable you selected automatically

For example, to use a user's name from your Kisi trigger, click the + button in the Message field, select your Kisi trigger step, then choose "Name" from the available data.

Create a Zap with Kisi actions

Use this approach when you want events from other apps to trigger actions in Kisi.

Example: New CRM contact creates Kisi invite

1. Log into your Zapier account
2. Click Create Zap
3. In the trigger section, click Choose app and event
4. Search for your CRM (e.g., "Salesforce", "HubSpot", "Pipedrive")
5. Select your CRM from the results
6. Under Event, select a trigger for creating a new contact/user/lead
7. Click Continue
8. Click Sign in and authorize the connection
9. Click Continue
10. Click Test trigger to get sample data
11. Click Continue

Set up the Kisi action:

1. In the action section, click Choose app and event
2. Search for "Kisi" and select it
3. Under Event, select Create Invite
4. Click Continue
5. If not already connected, click Sign in to Kisi:
   • Enter KISI-LOGIN followed by your API key
   • Click Yes, Continue to Kisi
6. Click Continue
7. Map the required fields:
   • Email address: Select the email field from your CRM trigger data
   • Group ID: Enter the specific group ID you want to invite them to (e.g., "visitors", "contractors", "members")
8. Configure optional fields if desired:
   • Name: Select the name fields from your CRM trigger data
   • Notify the user: Leave as "Yes" to send invitation email
   • Valid from/until: Set dates if you want time-limited access
9. Click Continue
10. Click Test action to send a test invitation
11. Verify the test invitation was sent and the user appears in your Kisi dashboard
12. Click Publish Zap
13. Your Zap is now active

Adding multiple Kisi actions

Trigger: Project ends in CRM/Project management system
Goal: Remove specific role assignment from user

1. Set up your CRM trigger:
   • Select your CRM and choose an appropriate trigger where specific access should be removed
   • Test trigger to get sample data with user email
2. Add Kisi search action Fetch Users
   • Email: Use email from CRM trigger
   • Test to get the User ID
3. Add second Kisi search action Fetch Role Assignment
   • User ID: Use User ID from step 2
   • Test to get current role assignments
4. Add Kisi delete action Delete Role Assignment
   • Role Assignment ID: Select the specific role from step 3 results
   • Test the deletion
5. Add confirmation notification:
   • Send email or Slack message confirming role removal
6. Click Publish Zap

Next steps and advanced features

Explore advanced Zapier features

Now that you've created your first Kisi Zaps, you can enhance your automations with advanced Zapier features:

• Error handling: Configure what happens when a step fails
• Delays: Add time delays between actions
• Filters: Only run actions when specific conditions are met
• Paths: Create branching logic for different scenarios

Visit Zapier's help center and their docs website for further information.

Access more Kisi functionality with webhooks

For additional Kisi features beyond the native integration, you can use Zapier's webhook functionality:

• Webhooks by Zapier with Kisi: Access the complete Kisi API through webhooks for advanced automations