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LogicGate Zapier integrationAutomate LogicGate with Zapier.

The LogicGate Zapier integration gives you 2 triggers, 5 actions and 4 searches. Both triggers are instant, so a new or moved record starts your Zap at once, and LogicGate is not a premium app: it runs on the free plan. Here is what each piece does, what it bills and where it breaks.

See the 11 operations

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Overview

What the LogicGate Zapier integration actually does for you

The LogicGate Zapier integration links your LogicGate workflows to the other apps you use, through Zaps: small automations that start on one event and then run one or more steps on their own. LogicGate is a platform for running risk and compliance programs, and Zapier lets its records travel without anyone copying them by hand.

Three results come back again and again. A live log of new records: Record Created fires, Get Record Values reads the fields, and a row lands in your spreadsheet. Records opened from outside: a form or a list in another app feeds Create New Record, straight into the right workflow and step. Files filed where they belong: Upload Attachment drops a document into the attachment field of a record that already exists.

Now the part the catalog does not spell out. There is no delete action, and nothing that moves a record to another step on demand. Searches find a record by its ID only, never by a name or a field value. And neither trigger reacts to a field edit: one watches creation, the other watches a move between steps.

If you are still choosing a tool, our Zapier review and our n8n vs Zapier comparison are worth a look. Either way, the operations listed below are the full LogicGate menu in Zapier today.

Vocabulary

Zapier words, explained plainly

Seven words come back on every line of this page. Here they are in plain English.

Zap
The automation you build on Zapier: one starting event, then one or more steps that run every time that event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is switched on, Zapier waits for it and nothing else.
Action
What the Zap does after it starts: the step that writes, sends or moves something in an app on your behalf.
Task
The unit Zapier bills. One action that completes successfully is one task, and your plan counts those, nothing else.
Polling vs instant
A polling trigger is checked on a timer. An instant trigger is reported by the app itself the moment the event happens.
Filter
A step that lets the Zap go on only when the incoming data meets your condition, and stops it quietly otherwise.
Search step
A step that looks up something already stored in an app, so the steps after it can reuse what it found.
Cost

What LogicGate costs you in Zapier tasks

The trigger never costs a task, and looking for new events costs nothing either. Only an action that goes through is billed, one task each. A failed action is not counted.

  • Premium appNo, LogicGate runs on the free plan
  • Free plan100 tasks a month, two-step Zaps
  • Trigger0 task, both triggers instant
  • Each successful action1 task

On the free plan you get 100 tasks a month and two-step Zaps only: one trigger, one action. Add a second action, a filter or a search, and the Zap becomes multi-step, which needs a paid plan. A few apps bill more than one task per action; nothing in the catalog says LogicGate does. The interval grid below is Zapier's general rule for polling triggers; it does not apply to LogicGate, whose two triggers are both instant.

Connect

Connect LogicGate to Zapier in three steps

  1. 01

    Open your connections

    In Zapier, go to the Apps page of your account and click + Add connection. A connection is your LogicGate account linked once, then reused by every step that talks to LogicGate.

  2. 02

    Pick LogicGate

    Type LogicGate in the search box of the dialog, select it, then click Add connection. Zapier opens a new tab where you sign in to LogicGate with the account the Zaps should act as.

  3. 03

    Grant access

    Allow Zapier to use the account. Check rights before you build: the account needs read or write access on every workflow you do not own and want a Zap to touch.

First Zap

Your first Zap: log every new LogicGate record in a spreadsheet

GoalEach time a record is created in a chosen workflow, read its field values and add them as a new row in your spreadsheet.

  1. 01

    Build: set the trigger

    Create a Zap, pick LogicGate and the Record Created event, then choose your connection and the Workflow to watch. That Workflow field is required.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent records of the connected account, so you map the next steps on a real one rather than on empty placeholders.

  3. 03

    Add Get Record Values

    Add a LogicGate action, Get Record Values, and map the record ID returned by the trigger into the Record ID box. This step reads the field values of that record.

  4. 04

    Add the spreadsheet row

    Add your spreadsheet app as the last step and map each column to a value from the previous step. With two actions, this Zap is multi-step and needs a paid plan.

  5. 05

    Test, then publish

    Test each step once and read what came back. When the row looks right, click Publish to switch the Zap on. It will react to records created from now on.

Triggers

LogicGate triggers in Zapier

2 events start a Zap when something happens in LogicGate, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Record Created

Instant trigger

In Zapier“Triggers when a new record is created in a workflow”

Starts your Zap whenever a new record appears in the workflow you picked, and hands its details to the following steps.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
you want every new risk or issue record to be logged, announced or copied elsewhere as soon as someone opens it.
Watch out
the Workflow field is required, so one Zap watches one workflow; covering three workflows means three Zaps, or three copies of the same one.
2

Record Moved

Instant trigger

In Zapier“Triggers when a record moves between steps in a workflow”

Fires when a record leaves one step of a workflow for another, which is the moment a review, an approval or a hand-off actually happens in LogicGate.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
someone downstream should hear about a record only once it reaches their stage, not when it is first created.
Watch out
it fires on every move in the chosen Workflow, so add a filter when only one stage matters, knowing it makes the Zap multi-step.
Actions

LogicGate actions in Zapier

LogicGate gives you 5 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create New Record

Action

In Zapier“Create a new record within a workflow”

Opens a fresh record inside a LogicGate workflow, placed in the step you choose, from data another app sent.

When to use it
requests arrive through a form or a shared list and should become LogicGate records without retyping.
Watch out
both Workflow and Step are required, and the Step decides where the record starts its life.
2

Get Record Info

Action

In Zapier“This pulls the record endpoint to gather relevant default information about your record.”

Reads the default details of one record, the general information LogicGate keeps about it, and passes them to the next steps.

When to use it
a later step needs context about the record, not its form fields.
Watch out
it takes a Record ID only, so an earlier step must supply one.
3

Get Record Values

Action

In Zapier“This gets the values of fields for a specified record”

Returns the field values of a given record, the answers people actually typed in, ready to map into another app.

When to use it
you report or archive record content in a spreadsheet or a document.
Watch out
it sits among the actions, so each successful run counts one task even though it only reads.
4

Update Existing Record

Action

In Zapier“Update a record that already exists in a workflow”

Changes the values of a record that already lives in a workflow, rather than opening a second one.

When to use it
a status or a figure changes in another tool and the matching LogicGate record should follow.
Watch out
you need the Record ID plus its Workflow, which Zapier uses to show the right fields to fill.
5

Upload Attachment

Action

In Zapier“Upload a file to an attachment field on an existing record”

Places a file in the attachment field of a record that already exists, so evidence sits next to the record it supports.

When to use it
a signed document or an export produced elsewhere belongs in a specific record.
Watch out
it asks for Record ID, Field ID, File Name and the file content encoded in Base64: plan where that encoded content comes from before you build.
Searches

LogicGate searches in Zapier

4 search steps look for data that already exists in LogicGate, so a later step can use it.

A search step looks something up in LogicGate and hands the result to the steps after it. In the editor, LogicGate searches sit at the bottom of the Action event list, under the SEARCH heading. Three settings decide what happens when the lookup does not go as planned.

1

Download Table Report

Search

In Zapier“Pull down the contents of a single table report as a CSV”

Pulls the full content of one LogicGate table report as a CSV file that the next steps can store or send.

When to use it
a report built in LogicGate should end up in a shared folder or an email.
Watch out
the Table Report ID is required, so note it from LogicGate before you build.
2

Get MIME Type From Extension

Search

In Zapier“Converts a file extension to a supported MIME type”

Turns a file extension into the MIME type LogicGate accepts, a small helper rather than a real lookup.

When to use it
a file heads for Upload Attachment and only its extension is known.
Watch out
File Extension is required; it reads nothing from your records.
3

Get Record by ID

Search

In Zapier“Get a single record and its field values”

Fetches a single record together with its field values, starting from its identifier.

When to use it
another app stores the LogicGate ID and a later step needs the full record.
Watch out
it finds by Record ID only, never by name or by field content.
4

List Attachments in Record Field

Search

In Zapier“Pulls a list of all attachments found in a single field on a record”

Lists every file stored in one attachment field of a record, so you can check or reuse them further down.

When to use it
before adding evidence, you want to know what is already attached.
Watch out
it needs both Record ID and Field ID, the unique ID of that attachment field.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and skips the steps that needed it. Switch it on and the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    This box turns a search into a find-or-create. LogicGate offers no such variant, so you will not see it on these four searches.
  3. If multiple search results are found?
    Three ways out when several items match: keep the first one, which is the default, stop the Zap, or pass all of them on at once.
When it breaks

When the LogicGate Zap breaks

Zapier links no help article to LogicGate, and no rate limit specific to the app is documented. What breaks is the general mechanics.

The four cases below cover what shows up most often. If a Zap still misbehaves, our Zapier troubleshooting page is the next stop.

  • Old records are never picked up

    A Zap only reacts to what happens after you publish it. Records created or moved before that stay where they are; moving the backlog is a separate job.

  • A Zap that sets itself off

    Create New Record writing into the very workflow that Record Created watches starts the Zap again, then again, and burns through your task count.

  • A bulk import gets held back

    After a migration or a mass import, a sudden pile of new records can trip Zapier's flood protection, which holds the batch back instead of running it all.

  • A search finds nothing

    Get Record by ID with a wrong or empty Record ID finds nothing; with default settings the Zap stops there and the steps after it never run.
Need help

Need help automating LogicGate with Zapier?

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FAQ

LogicGate Zapier integration: frequent questions

01Is the LogicGate Zapier integration free?
Yes, as far as Zapier is concerned. LogicGate is not a premium app, so it works on the free plan, which gives 100 tasks a month and unlimited Zaps. The catch is the shape of the Zap: on the free plan a Zap holds one trigger and one action, nothing more. Record Created followed by Create New Record fits. Record Created followed by Get Record Values and then a spreadsheet row does not, because the second action makes it multi-step, and multi-step Zaps need a paid plan. Your LogicGate subscription is a separate matter that Zapier does not cover.
02How many tasks does a LogicGate Zap use?
One task per action that succeeds, and zero for the trigger. A Zap that fires on Record Moved and then runs Update Existing Record uses one task per move. Add Get Record Info in front and each move now costs two. Watching for events costs nothing, however many records pass through the workflow without matching anything. An action that fails is not billed. Searches such as Get Record by ID are steps too, and they turn the Zap into a multi-step one, so count them when you size your plan against the volume of records your team handles.
03Does LogicGate trigger Zaps in real time?
Yes, both of them. Record Created and Record Moved are instant triggers: LogicGate tells Zapier itself when the event happens, so the Zap starts right away, on any plan. The interval grid that slows polling triggers on the free plan does not apply here. In the editor you can spot this with the lightning bolt shown on Zaps built on an instant trigger. The type comes from LogicGate itself, so it cannot be changed or tuned from the editor. What can still delay a run is flood protection, when a mass import produces a sudden batch of records.
04What do you need to connect LogicGate to Zapier?
A LogicGate account, and read or write access on every workflow you want a Zap to use but do not own. In Zapier, open the Apps page, click + Add connection, search for LogicGate, click Add connection, then sign in to LogicGate in the tab that opens and grant access. The connection is made once and reused by every LogicGate step afterwards. Check access before building: the triggers and Create New Record all need a Workflow that the connected account has access to.
05Where does the Record ID come from in a LogicGate Zap?
From an earlier step, almost always. Get Record Info, Get Record Values, Update Existing Record, Upload Attachment, Get Record by ID and List Attachments in Record Field all require a Record ID, and none of them can guess it. In practice it comes from one of the two triggers, which hand over the record that just changed, or from another app that stored the LogicGate ID when the record was created. If that value is missing or wrong, a search finds nothing and, with default settings, stops the Zap. Test the Zap once with a real record before publishing it.
06What if the LogicGate operation you need is not in Zapier?
Then it is not there: the catalog holds 11 visible operations, 2 triggers, 5 actions and 4 searches, and the editor offers nothing else. Often a chain of existing steps covers the need. Get Record by ID followed by Update Existing Record replaces a missing find-and-update, and List Attachments in Record Field before Upload Attachment avoids duplicate evidence. What no chain gives you is a delete, a move to another step on demand, or a search by field value. For those, the work stays manual in LogicGate, or you look at another automation tool.
07Zapier, Make or n8n for LogicGate?
Compare them on criteria rather than reputation. First, coverage: Zapier offers 2 instant triggers, 5 actions and 4 searches for LogicGate, so check that the other tool exposes the operations your workflow depends on before switching. Second, billing: Zapier counts one task per successful action, which is easy to forecast when record volume is steady. Third, who maintains the Zaps: decide which team owns them once they run. Hack'celeration has no LogicGate page for Make or n8n, so this page only documents what Zapier offers today.
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