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Alvanda Zapier integrationAutomate Alvanda with Zapier.
The Alvanda Zapier integration gives you 12 triggers and 3 actions, with no search step. Every trigger is checked on a timer, every action creates something in your portfolio, and the whole thing already runs on the free Zapier plan.
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What the Alvanda Zapier integration actually does
The Alvanda Zapier integration links your Alvanda workspace to Zapier, the tool that runs automations between apps. Alvanda reports what moves inside your operations (tasks, components, initiatives, people), and Zapier reacts by creating tasks or components for you, with no copy and paste.
Three results come up again and again. First, a follow-up task that writes itself: when Task Completed picks up a closed task, Create Task opens the next step of the procedure. Second, a component set up as soon as a strategic initiative lands: New Strategic Initiative Created starts the Zap, Create Component builds the matching piece. Third, a traceable onboarding: New User Registered or User Assigned to Position starts the Zap, and Create and Complete Task records the step as already done, so the history shows it.
What Zapier does not do here matters just as much. Every action creates something: nothing edits an existing task, changes a status or deletes a component. There is no search step either, so a Zap cannot look up a task that already exists before acting. And every trigger works on a timer, so nothing fires the very second it happens in Alvanda.
If you would rather build the same flows in another tool, the Alvanda Make integration covers that side.
Zapier vocabulary in one minute
Seven words come back on every line of this page. Here is what each one means in plain terms.
- Zap
- The automation you build: one trigger, then one or more actions that run every time the trigger event shows up.
- Trigger
- The event in Alvanda that starts the Zap, like a new comment or a finished task. Once the Zap is on, Zapier waits for it.
- Action
- What the Zap does once started: the step that creates a task or a component in Alvanda for you.
- Task
- The unit Zapier bills. One action that completes successfully is one task, and your plan counts those.
- Polling vs instant
- Polling: Zapier checks the app on a timer and keeps what it has not seen yet. Instant: the app calls Zapier itself. All Alvanda triggers poll.
- Filter
- A step that lets the Zap continue only when what arrived meets your condition, and stops it otherwise.
- Multi-step Zap
- Any Zap with more than one trigger and one action. A second action or a filter makes one, and it needs a paid plan.
What an Alvanda Zap really costs
Watching Alvanda is free. Zapier only bills when an action goes through, and Alvanda is not a premium app, so it works on the free plan.
- Free plan100 tasks a month, unlimited Zaps
- Zap size on Free2 steps: one trigger, one action
- Trigger checksNever billed
- Premium appNo, Alvanda works on Free
The trigger never costs a task, however often Zapier checks for new comments or tasks. Each action that succeeds counts once: a Zap that creates a component and then a task uses two tasks per run. An action that fails is not counted. The real limit on the free plan is size: one trigger and one action, nothing more. Add a second action or a filter and the Zap becomes multi-step, which needs a paid plan.
Connect your Alvanda account to Zapier
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. A connection is your Alvanda account linked once, then reused by every step that talks to Alvanda.
- 02
Pick Alvanda
Type Alvanda in the search box of the dialog, select it, then click Add connection. You need an existing, working Alvanda account before going further.
- 03
Sign in and grant access
Log in to Alvanda in the tab that opens and let Zapier access the account. Anything you do not own yourself (another team's tasks, a company you were only invited to) needs read or write access on your side.
Your first Zap: close a task, open the next one
GoalWhen a task is marked complete in Alvanda, a follow-up task is created in the same procedure, then a component is logged for the review.
- 01
Build the trigger
In the editor, under Build, choose Alvanda and the event Task Completed, then select the Alvanda connection you set up above.
- 02
Test it on a real task
Run Test. Zapier brings back the three most recent completed tasks of the account, so pick one and map your next steps on real data.
- 03
Add Create Task
Add Alvanda again with Create Task. Fill Task Name, Company, Procedure and Assignee; you can reuse values from the tested task where they fit.
- 04
Add Create Component
Add a third step, Create Component, with its Company. This makes the Zap multi-step: on the free plan, keep only the first action.
- 05
Test and publish
Test each action, check what came back in Alvanda, then click Publish. From then on, Zapier checks for completed tasks on your plan's timer.
Alvanda triggers: what starts a Zap
12 events start a Zap when something happens in Alvanda. Zapier checks for them at the interval your plan allows.
New Comment Created on a Component
Polling triggerIn Zapier“Triggers when a new comment on a component is created.”
Picks up each new comment left on a component, so a remark on a piece of your portfolio can turn into work somewhere else.
New Comment Created on a Task
Polling triggerIn Zapier“Triggers when a new comment on a task is created.”
Reacts to discussion at task level: each fresh comment on an Alvanda task becomes a run of the Zap.
New Component Created
Polling triggerIn Zapier“Triggers when a new component is created.”
Starts the Zap each time a component appears in Alvanda, whoever created it.
Component Status Updated
Polling triggerIn Zapier“Triggers when a new component status is updated.”
Follows the life of your components: when one changes status, the Zap gets it.
New Initiative Task
Polling triggerIn Zapier“Triggers when a new initiative task is created.”
Covers tasks born inside an initiative, separately from the general task trigger, so a Zap can follow strategic work only.
Procedure Updated
Polling triggerIn Zapier“Triggers when a procedure is updated.”
Watches your procedures: a change to one of them starts the Zap.
New Strategic Initiative Created
Polling triggerIn Zapier“Triggers when a new strategic initiative is created.”
Fires on the top level of your planning: a new strategic initiative in Alvanda.
New Task
Polling triggerIn Zapier“Triggers when New Task Created.”
The broadest trigger of the app: any task created in Alvanda, by a person or by another Zap.
Task Completed
Polling triggerIn Zapier“Triggers when a new task Completed is created.”
Catches the moment work is done: a task marked complete starts the Zap.
User Assigned to Position
Polling triggerIn Zapier“Triggers when a user is assigned to a position.”
Tracks your organisation chart: when someone is placed on a position, the Zap starts.
New User Invited
Polling triggerIn Zapier“Triggers when a new user is invited.”
Reacts as soon as Zapier spots an invitation sent from Alvanda, before the person has even joined.
New User Registered
Polling triggerIn Zapier“Triggers when a new user is registered.”
Fires once the invited person has actually created their account in Alvanda.
Alvanda actions: what a Zap can create
Alvanda gives you 3 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Create and Complete Task
ActionIn Zapier“Creates a new task and mark as completed.”
Creates a task and marks it as done in the same move, which leaves a trace of work already finished.
Create Component
ActionIn Zapier“Creates a new component.”
Adds a component to your Alvanda portfolio from whatever event started the Zap.
Create Task
ActionIn Zapier“Creates a new task.”
Opens a new task in Alvanda, inside a procedure and with someone in charge.
When an Alvanda Zap breaks
Zapier attaches no help article to Alvanda and lists no limit of its own for it. What breaks is what breaks on any Zap, with a twist: Alvanda's actions create things its triggers are watching.
Four cases are worth knowing before you publish. Each one has a simple way out. For the rest, the Zapier troubleshooting page is the place to go.
The Zap loops on itself
New Task followed by Create Task, or New Component Created followed by Create Component: the Zap creates what it watches and restarts. Pair different objects instead.Old tasks never show up
A Zap only reacts to what happens after it is published. Tasks, comments and users that already existed are not picked up; moving that backlog is a separate job.A bulk import gets held back
When a trigger suddenly returns a huge batch, after an import or a migration, Zapier's flood protection can hold the run back rather than fire on everything.The same item never fires twice
Zapier remembers what it has already seen on a polling trigger. An item that started the Zap once will not start it again later on.
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