Zapier Integration
The Zapier integration enables automated workflows between Asset Panda Pro and 9,000+ third-party apps. This integration supports inbound and outbound data flows.
Inbound workflows use Zapier's native Asset Panda Pro actions to create and update records in Asset Panda Pro from external apps.
Outbound workflows use Asset Panda Pro's built-in automation triggers to send data to any connected app in Zapier.
Common use cases
A new row added to Google Sheets automatically creates an asset record in Asset Panda Pro.
An asset record created or updated in Asset Panda Pro sends an instant notification to a Slack or Microsoft Teams channel.
A request ticket submitted in Asset Panda Pro triggers a Slack notification to the requester, with automatic updates when the ticket status changes.
An asset status change in Asset Panda Pro automatically creates a ticket in Jira or ServiceNow.
A deal closed in HubSpot or Salesforce creates or updates an asset record in Asset Panda Pro.
All workflow configuration is completed in Zapier, not within Asset Panda Pro. Trigger-based polling checks for new events every 5 to 15 minutes, depending on your Zapier plan.
Zapier is a third-party application. Asset Panda does not control updates made by Zapier. For more information on how to use Zapier, see the Zapier Help Center.
You must perform the following steps to integrate Zapier with Asset Panda Pro:
Enable Zapier: Add the Zapier integration from the Integration Store in Asset Panda Pro.
Set up inbound workflows: Connect Asset Panda Pro in Zapier and configure actions to create or update records.
Set up outbound workflows: Configure automations in Asset Panda Pro to trigger actions in connected apps via Zapier.
Prerequisites
Active Asset Panda Pro subscription with Organization, Account, or Module admin access
Valid Zapier account (free or paid)
Required collections and fields must exist in Asset Panda Pro before configuring the integration
Set up the Zapier integration
Log into Asset Panda Pro with an administrator account.
Navigate to
Settings > Account Management.Expand the appropriate account and module.
Click Manage in the Integrations card.
In the Zapier tile, click Add, and then click Edit.
No configuration is required within Asset Panda Pro. All setup is completed in Zapier.
Click Open Zapier to configure the integration.
Push data into Asset Panda Pro from another app
Navigate to zapier.com and search for Asset Panda Pro.
Connect your account using your Asset Panda Pro username and password.
Create a new Zap with your source app as the trigger (for example, Google Sheets, a form submission, or a CRM event).
Select Asset Panda Pro as the action and choose Create Record, Update Record, or Find Record.
To use Update Record, add a Find Record step before it in the same Zap. Find Record retrieves the record ID that Update Record requires to identify the record to update.
Map your fields and publish the Zap.
Trigger actions in another app from Asset Panda Pro
Navigate to zapier.com and search for Asset Panda Pro.
Connect your account using your Asset Panda Pro username and password.
Create a new Zap with Asset Panda Pro as the trigger and choose New Record or Updated Record.
Select your destination app (for example, Slack, Microsoft Teams, Jira, or Google Sheets) and configure the action.
Map your fields and publish the Zap.
Supported triggers and actions
Trigger
New Record
Fires when a new asset record is created in a selected collection.
Trigger
Updated Record
Fires when an existing asset record is updated in a selected collection.
Action
Create Record
Creates a new asset record in a selected collection in Asset Panda Pro.
Action
Update Record
Updates an existing asset record. Requires a record ID mapped from a Find Record step.
Action
Find Record
Searches for an existing asset record by a field value and returns the record ID. Returns an empty result if no match is found.
Troubleshooting
Zap is not triggering
Confirm the Zap is published and the toggle is set to on in Zapier.
Ensure at least one record exists in the selected collection to allow Zapier to detect new events during polling.
Check Zap History in Zapier for error details.
Authentication is failing
Confirm you are using your Asset Panda Pro username and password
Ensure your Asset Panda Pro account is active and the subscription is valid.
If your account uses SSO, contact your administrator to confirm Zapier access is permitted under your SSO configuration.
Fields are not appearing in Zapier
Re-test the trigger step in Zapier to refresh the available fields.
Ensure the selected collection has at least one existing record with data populated.
Records are not being created
Confirm all required fields in the selected collection are mapped in the Zap.
Check Zap History in Zapier for specific error messages and review the field mapping step.
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