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How to Connect to Zapier with BOSSDesk

First, let's answer a few frequently asked questions.

What kind of authentication does BOSSDesk use?

Zapier uses API keys and OAuth 2.0 authentication. In a Zapier integration using API Key authentication, Zapier includes the API key—optionally along with any other data your API needs—every time a Zap step runs.

Does BOSSDesk use real trigger samples from my BOSSDesk account?

Yes, BOSSDesk provides real trigger samples from your BOSSDesk account.

Do I need a paid Zapier account to use BOSSDesk with Zapier?

Zapier offers a free level of service, albeit with some limitations. With this account, you can perform up to 100 tasks per month, but you can only have five Zaps active at any given time. To clarify, a task is a completed action within a Zap.

Are there any webhook subscription limits in BOSSDesk when I use BOSSDesk with Zapier?

BOSSDesk doesn't have any webhook subscription limits when you use BOSSDesk with Zapier.

Do I need special account permissions in BOSSDesk to use BOSSDesk with Zapier?

No, you don't need special account permissions in Zapier to connect BOSSDesk.

What kind of BOSSDesk hosted account can I use with Zapier?

BOSSDesk's Zapier integration supports both self-hosted and cloud-hosted accounts.

Are there any API token limits in BOSSDesk when I use BOSSDesk with Zapier?

No, there are no token limits when using BOSSDesk with Zapier.

Are custom fields in BOSSDesk supported when I use BOSSDesk with Zapier?

Yes, BOSSDesk supports custom fields.

When you create a BOSSDesk Zap, you'll be asked to enter your BOSSDesk API key.

To locate your API Key in your BOSSDesk account, please follow these steps:

  1. Log into your BOSSDesk instance.

  2. Go to Settings | Integrations | Zapier.

  3. Enable the integration and click Save.

  4. Click the three dots icon, then copy the API key to your clipboard.


Paste your key back into your Zapier account, then click Yes, continue.

If all steps were successful, your Zapier account will be connected.

(For set up information directly from Zapier, click this link  How to Get Started with BOSSDesk on Zapier.)

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