We're excited to offer a new integration with Zapier, allowing you to automate and streamline even more of your work in ISMS.online.
Zapier enables you to connect ISMS.online with thousands of other tools and services through custom workflows—called Zaps. This integration is ideal for organisations looking to centralise and automate tasks across multiple systems without needing complex development work.
1. Create a Zapier Account
To get started, visit zapier.com/sign-up and create an account for your organisation. You can review their plan options here.
Depending on your internal setup, you may need approval from your IT team to connect certain apps to Zapier.
We also have a helpful introductory video recorded during our beta testing phase here.
2. Set Up a Test Track in ISMS.online
Once the Zapier integration has been enabled for your ISMS.online platform:
- Create a new Track for testing.
- Navigate to the Track Settings.
- In the Cloud Integrations section, select the users who should have access to create and use Zaps within that Track.
If the user you need isn't listed, you’ll need to add them to the Track's Team first. Once configured, their access will be visible in the Track Overview.
3. Creating Your First Zap
After logging into your Zapier account, you’ll be presented with a dashboard to begin building your first Zap.
From the Dashboard:
- Choose the app you'd like to use as your Trigger.
- Select ISMS.online as your Action app. Be sure to use the latest version available.
- Define the specific events that should trigger your Zap and the action you'd like ISMS.online to perform in response.
Alternatively, you can go to the Zaps tab and click ‘Create Zap’ to begin.
4. Setting Up a Trigger
- Choose the trigger app (e.g. Google Sheets).
2. Select the event that will start the Zap (e.g. "New Row").
3. Authenticate your account if prompted.
4. Define the trigger details—for example, the specific spreadsheet and worksheet.
5. Refresh fields if needed to ensure everything is detected correctly.
6. Test your trigger to confirm it works—no data will be submitted at this stage.
7. If all things work correctly it will look something like this:
5. Setting Up an Action in ISMS.online
Now that your trigger is configured, it's time to set the action that will occur in ISMS.online.
Steps to Configure:
- Select ISMS.online from the app list. Use the highest version number available.
2. Choose the action—currently, this will be ‘Create Track Item’.
3. Authenticate your ISMS.online account:
- If you're using Single Sign-On, replace platform.isms.online with your custom subdomain.
- Choose your appropriate region:
- platform.isms.online – UK & Rest of World
- r2.isms.online – Australia / New Zealand / APAC
- r3.isms.online – Americas
- r4.isms.online – European Union
- Not sure? Check your platform URL.
4. Once authenticated, set up the item details:
- Select the Track from those available for integration.
- Choose the Name and Description fields (e.g. pulled from a spreadsheet column).
- Optionally, assign a default user or category.
Here we will pick the as the first column of the spreadsheet for the Name, and the second column for the Description
5. Test the action to ensure it works correctly.
A successful test will look like this:
6. Once satisfied, click Publish Zap.
Remember: Zaps will only run once they are published, so feel free to test thoroughly before activating.
Related Links
Creating and Customising a Track
Administering categories within Tracks
Please contact us via support@isms.online or on our live chat, if you have any questions.