Zapier Integration: How to Go from Requirements to Project Schedule in a Zap
As a project manager, how often have you experienced these scenarios:
You just walked out of a requirement gathering session and have an Excel list of new project requirements that need to be organized into a schedule
Your team has developed a user story backlog in JIRA but you need to represent the sprints and key dependencies in a project timeline
You realize several key meeting minutes are actually project tasks that need to be incorporated into the project schedule
All of these scenarios happen daily to project managers. Project managers also use a variety of tools to develop scope, gather requirements, track action items, and organize for delivery. When these individual items need to be organized into a project schedule, the project manager has to synthesize the requirements, organize the actions and to-do list, and reformat them into a project schedule.
All of this increases the project manager’s administrative burden which is counter-productive to leading the team and driving for delivery.
Fortunately, LiquidPlanner can help reduce this burden with its nifty Zapier integration.
What is Zapier?
Zapier is web-based application integration and automation solution that allows online applications to interact with each other. There are hundreds of automations and integrations available on the Zapier.com platform. A quick review of the prebuilt connections (also called Zaps) are available for LiquidPlanner, JIRA, Trello, Salesforce, Google Docs, and Gmail.
What is a Zap?
A Zap is an integration between two applications. A zap is configured within a few minutes by configuring a trigger and an action between two applications. Creating a Zap uses a simple process where you define a trigger in one application and then an action in the receiving application.
In the scenarios above, I configured Google Sheets to send a new task to LiquidPlanner for new requirements and user stories. It is very easy to configure the Zap integration as the Zap editor walks you through triggers and actions across both applications. Zaps can be customized to work on specific data filters and default specific values in the Zap action. Below are a few Zaps I created to address the aforementioned project management scenarios.