Accompa Zapier integrationAutomate Accompa with Zapier.
The Accompa Zapier integration gives you 2 triggers, 2 actions and 1 search. Both triggers are instant, so a new or updated record in Accompa starts a Zap at once, and Zapier can also create, update and find records for you.
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What the Accompa Zapier integration is for
Accompa is a cloud tool for managing product requirements. Through Zapier it works both ways: Accompa reports when a record is created or changed, and a Zap can create a record, update one or look one up. Every operation works on records of an Accompa object you pick, such as requirements or feature requests.
Three results teams typically get out of it. A product channel that hears about every new requirement. New Record pushes each fresh entry to chat, so nobody has to refresh Accompa. Feature requests that file themselves. A form or a support tool starts the Zap, and Create Record drops the request into the right Accompa object. Status that flows back. When work moves forward elsewhere, Find Record locates the requirement by key or title and Update Record changes it, with no copy and paste.
What Zapier does not do here: there is no delete action and no find-or-create option on the search. The search value accepts letters and digits only, so a title with punctuation will not match. And every trigger, action and search asks which Accompa object to work on, so a Zap never spans several objects at once.
Weighing tools first? The n8n vs Zapier comparison and the Zapier review go through it criterion by criterion.
Zapier words, explained once
Eight terms carry this page. Here they are without jargon.
- Zap
- The automation you build on Zapier: one trigger, followed by one or more actions that run each time the trigger fires.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier waits for that event and nothing else.
- Action
- What the Zap does after it starts: the step that writes, sends or moves something on your behalf.
- Task
- The unit Zapier bills: one action completed successfully. The number on your plan counts these.
- Polling vs instant
- A polling trigger is checked on a timer. An instant trigger is reported by the app the moment the event happens.
- Filter
- A step that lets the Zap continue only when the incoming data meets your condition, and stops it otherwise.
- Search step
- A step that looks up something that already exists, so the next steps can use what it found.
- Connection
- Your Accompa account linked to Zapier once, then reused by every step that talks to Accompa.
What an Accompa Zap costs
Accompa is not reserved for paid plans: it works on the free plan. The bill comes from the actions, not from the trigger.
- Free plan100 tasks a month, two-step Zaps
- TriggerNever counted
- Search or filterMakes the Zap multi-step
- Trigger type2 instant, 0 polling
The trigger never costs a task, and checking for new data costs nothing. Each action that goes through counts once, so a Zap with two actions uses twice as much as a Zap with one. Failed actions are not counted. The free plan offers 100 tasks a month and unlimited Zaps, but each Zap stops at two steps. Put Find Record in front of Update Record, or add a filter, and you have a multi-step Zap, which needs a paid plan.
Connect Accompa to Zapier in 3 steps
- 01
Find Accompa
Open Apps in your Zapier account and click + Add connection. In the dialog, search for Accompa and pick it. You need an Accompa account before you start.
- 02
Sign in
Click Add connection. A tab opens on the Accompa side: sign in with the account whose records the Zap will read or change. Records you do not own need read or write access granted to that account.
- 03
Allow access
Grant Zapier access to the account. The tab closes and Accompa shows up on your Apps page, ready for every Zap you build with it. One connection per account is enough.
Your first Zap: announce new requirements in Slack
GoalEach new record in the requirements object posts a message to the product team's channel, but only when it is marked high priority.
- 01
Set the trigger
Create a Zap, pick Accompa and
New Record, choose your connection, then select the object to watch, for example requirements. - 02
Test it
Run the test. Zapier brings back the three most recent records of that object, so you map fields on a real requirement rather than a placeholder.
- 03
Add the filter
Click the plus icon, choose Filter, then pick the field your team uses for priority, a text rule and the value to keep. The filter makes the Zap multi-step, so a paid plan is required.
- 04
Post the message
Add the Slack action, pick the channel and place the record title and key in the text. Test the step and read the message that arrived.
- 05
Publish
Publish to switch the Zap on. Requirements created earlier stay out; only records added from now on reach the product channel.
The 2 Accompa triggers
2 events start a Zap when something happens in Accompa, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.
New Record
Instant triggerIn Zapier“Triggers when a new record is created in Accompa.”
Starts the Zap whenever someone adds a record to the Accompa object you chose, whether that is a requirement, a feature request or another object your workspace uses. The Zap receives the fresh record and can pass its fields to any app that follows.
Updated Record
Instant triggerIn Zapier“Triggers when a record is updated in Accompa.”
Fires when an existing record in the chosen object changes. It is the trigger for anything that should follow the life of a requirement: a new status, a reworded description, a priority that moves up after a customer call.
Update Record on that object without a filter.The 2 Accompa actions
Accompa gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Create Record
ActionIn Zapier“Creates a new record.”
Adds a new record to the Accompa object you select, filled with data from earlier steps. It turns input collected anywhere into a proper entry in your requirements base.
Update Record
ActionIn Zapier“Updates an existing record.”
Changes a record that already exists. You choose the object, then point at the record by its ID, a key like RE-55, taken from an earlier step or from a search.
Find Record before it when no earlier step carries that key.The Accompa search
1 search step looks for data that already exists in Accompa, so a later step can use it.
A search step finds a record that already exists and hands it to the next steps. In the editor, searches sit at the bottom of the Action event list, under SEARCH. Three settings decide what happens when the result is not a single clean match.
Find Record
SearchIn Zapier“Finds a record, either using record's key or it's title.”
Looks up a record in the object you pick, either by its key or by its title, and hands it to the following steps. It is how a Zap gets the Record ID that Update Record requires.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nothing stops the Zap there and the dependent steps are skipped. Switched on, the Zap carries on with empty hands.
- Create X if it doesn't exist yet?This box turns a search into a find-or-create. Accompa offers no such variant, so you will not see it on this search.
- If multiple search results are found?Three ways out when several records match: keep the first one, which is the default, stop the Zap, or pass all of them on at once.
When an Accompa Zap breaks
Zapier links no help article to Accompa and no app-specific limit is documented. The usual failures are the ones every Zap shares.
Four cases cover most of what goes wrong. Each one has a plain cause. If a Zap still misbehaves, the Zapier troubleshooting page walks through the checks.
Old records never come through
A Zap only reacts to what happens after it is switched on. Records created before publication are ignored, and moving that backlog is a separate job.An update loop
Updated Record plus Update Record on the same object means the Zap writes where its trigger looks, sets itself off again and again, and drains your tasks.A bulk import held back
After a mass import or a migration into Accompa, a trigger can send a huge batch at once, and Zapier's flood protection can hold it back.The same record twice
Zapier remembers what it has seen on a polling trigger. Both Accompa triggers are instant, not polling.
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