Creating a job in Okappy from another application

Zapier is a way to connect your apps and automate workflows. It moves information between different applications using triggers and events.

Learn more about our integrations and API’s.

Automated workflows could include getting your list of jobs from Okappy and populating a Google Spreadsheet. You can also use other application to trigger the creation of a job or customer in Okappy. Read on to find out how to use an email or a Slack message to create a job in Okappy.

Note: The Zapier integration and documentation is currently in beta. An invitation is required in order to use the Okappy app in Zapier

If you haven’t already done so, create an account in Okappy and an account in Zapier.

To create your account in Okappy, click the Try for free button at the top right of the page.

To create your account in Zapier, go to Zapier and click Sign up.

To create a job in Okappy from an email,

  • In your Zapier dashboard, click Create Zap

Zapier Add trigger

  • Select Email by Zapier

Zapier Create Inbound Email

  • In the Event section, choose New inbound email and click Continue

Zapier Create Inbound Email

  • Create an email address in Zapier where you will send your job request emails to and then click Refresh
  • Copy the address
  • Click Continue
  • Test the trigger by sending an email to the new address you created
  • Click Test trigger
  • Once the email has been received by Zapier, you will see the details of the email
  • Click Continue

Zapier Actions Select Okappy

  • In the Action tab, enter Okappy in the search field

Note: If you cannot see Okappy, contact us for an invite.

  • Select Okappy Workforce Management

Zapier Action Create Job

  • Choose Create Job in the Event field and click Continue

Zapier Action Create Job Choose Account

  • Choose account or authorise Okappy with Zapier by Sign in
  • Click Continue
  • Set up the action by mapping the fields from the email into the relevant fields on your job

Zapier map fields

  • Click Continue

Zapier Test Mapped Fields

  • Click Test action

Zapier Publish Zap

  • If the zap is successful, you should see an alert saying that a job was sent to Okappy. If you log into Okappy you should see the job.
  • Click Publish Zap
  • Select Publish and Turn on

To create a job in Okappy from a Slack message,

  • In your Zapier dashboard, click Create Zap

Zapier Add trigger

  • Select Slack

Slack Trigger Choose Channel

Zapier Slack Choose Event

  • In the Event section, choose an event such as New Message Posted to Channel
  • Click Continue

Note: If you have not already authorised Zapier with Slack,  you will need to do it now

Slack Trigger Choose Channel

  • Choose one of your Slack channels and then click Refresh fields
  • Click Continue and then Continue again
  • Test the trigger by sending a message to the Slack channel you have chosen
  • Click Test trigger

Zapier Slack Message Received

  • Once the Slack message has been seen by Zapier, you will see an alert saying We found a message! along with details of the message
  • Click Continue

Zapier Actions Select Okappy

  • In the Action tab, enter Okappy in the search field

Note: If you cannot see Okappy, contact us for an invite.

  • Select Okappy Workforce Management

Zapier Action Create Job

  • Choose Create Job in the Event field and click Continue

Zapier Action Create Job Choose Account

  • Choose account or authorise Okappy with Zapier by Sign in
  • Click Continue

Zapier Slack Map Fields

  • Set up the action by mapping the fields from the Slack message into the relevant fields on your job
  • Click Continue

Zapier Test Mapped Fields

  • Click Test action

Zapier Publish Zap

  • If the zap is successful, you should see an alert saying that a job was sent to Okappy. If you log into Okappy you should see the job.
  • Click Publish Zap
  • Select Publish and Turn on

See also