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Pagico Zapier integrationAutomate Pagico with Zapier.

The Pagico Zapier integration gives you 2 triggers, 3 actions and 0 searches. Enough to watch your Inbox and shared workspaces, and to drop tasks and notes into projects or contacts without opening Pagico. Here is what it costs and where it trips.

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Overview

What the Pagico Zapier integration actually does

Pagico is a productivity suite that keeps projects, contacts, daily tasks and files in one place, on desktop and mobile. On Zapier, it listens to two places (your personal Inbox and your shared workspaces) and writes to them through three actions. Nothing more, and the boundaries are worth knowing before you build.

Three outcomes teams build with it. Captured ideas that reach the team: something saved to your Inbox fires New Inbox Item, and Create Task in a Shared Project or Contact puts it where your colleagues will see it. Client requests filed on the right contact: a message from another tool becomes a note on that contact with Create Note in a Shared Project or Contact. A to-do list fed from outside: Create Task in your Pagico Inbox turns a line of text into a dated task, because Pagico reads dates and times written in the title.

Now what Zapier does not do here. Both triggers work by polling, none is instant, so on the free plan a new item can wait up to 15 minutes before the Zap sees it. There is no search step: a Zap cannot look up an existing project or contact by name. And there is no update, move or delete action. Every operation creates something new.

If you are comparing platforms first, the Zapier review and n8n vs Zapier are the places to start.

Vocabulary

Zapier vocabulary, in plain words

Eight words come back on every Zapier page. Learn them once, here.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run every time that trigger event happens.
Trigger
The event in an app that starts the Zap. With the Zap switched on, Zapier waits for it. Pagico has two.
Action
What the Zap does once it has started: the step that writes, sends or moves something for you.
Task
The unit Zapier bills: one action your Zap completes successfully. Your plan's allowance is counted in tasks.
Polling trigger
A trigger Zapier checks on a timer: it asks the app for new items at a fixed interval and keeps only what it has not seen.
Instant trigger
A trigger the app reports itself, calling Zapier the moment the event happens. Pagico has none of these.
Filter
A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
Multi-step Zap
Any Zap beyond one trigger and one action. A second action or a filter makes it one, and it then needs a paid plan.
Cost

What a Pagico Zap really costs

Pagico is not reserved for paid plans: it runs on the free Zapier plan. The catch sits elsewhere, in the polling interval and the two-step limit.

  • Trigger checkFree, however often
  • Successful Pagico actionCounted as a task
  • Failed actionNot counted
  • Free plan allowance100 tasks per month
  • Instant triggersNone, both poll

Zapier checking your Inbox or workspace costs nothing, however often it looks, and the trigger itself never costs a task. Each Pagico action that succeeds counts as one task; one that fails is not counted. The free plan gives you 100 tasks a month, checks every 15 minutes and only builds two-step Zaps. Add a filter step, say to keep only items whose title mentions the team, and the Zap turns multi-step: paid plan.

Connect

Connect Pagico to Zapier in three steps

  1. 01

    Open your connections

    Go to the Apps page of your Zapier account. A connection is your Pagico account linked to Zapier once, then reused by every step that uses Pagico, so you only go through this once.

  2. 02

    Add Pagico

    Click + Add connection, search for Pagico in the dialog and pick it, then click Add connection. A new browser tab then opens where Pagico asks you to sign in.

  3. 03

    Sign in and grant access

    Log in to your Pagico account in that tab and grant Zapier access. For shared workspaces, you also need read or write access on the ones you don't own and want the Zap to watch or fill.

First Zap

Your first Pagico Zap: Inbox tasks go to the team project

GoalEvery new task saved to your Pagico Inbox is copied into a shared project, and other item types stay put.

  1. 01

    Pick the trigger

    Create a Zap, choose Pagico and the event New Inbox Item. Set the item type to task, so lists, notes and files never start this Zap.

  2. 02

    Test it on a real item

    Run the test. Zapier brings back the three most recent items of your Inbox, so you map fields on a real task rather than a placeholder.

  3. 03

    Add a filter

    From the plus icon, add a filter: field, rule, value. A text rule on the title keeps only what you tagged for the team. This step makes the Zap multi-step, so it needs a paid plan.

  4. 04

    Add the shared task

    Add Create Task in a Shared Project or Contact, paste the workspace Reference ID, pick the project and map the Inbox title into the task title.

  5. 05

    Test, then publish

    Test the action, check the task in the shared project, then click Publish. From then on, Zapier checks your Inbox at the interval of your plan.

Triggers

Pagico triggers on Zapier

2 events start a Zap when something happens in Pagico. Zapier checks for them at the interval your plan allows.

1

New Inbox Item

Polling trigger

In Zapier“Triggers when a new item (list, task, note, or file) is saved to your Pagico Inbox.”

Starts the Zap when something new is saved to your personal Pagico Inbox. You choose which kind of item counts: a list, a task, a note or a file. That choice keeps the Zap focused on one type instead of reacting to everything you capture.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
your Inbox is where quick captures land, and some of them need to travel to a team space or another tool.
Watch out
the item type is mandatory, so a Zap set to tasks will ignore the notes and files you drop in the same Inbox.
2

New Item Shared in a Workspace

Polling trigger

In Zapier“Triggers when a new item has been added to a workspace.”

Watches one shared workspace and starts the Zap each time a new item is added there, by you or by a teammate. Like the Inbox trigger, it asks which item type to follow, and it also needs to know which workspace to watch.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
you want a heads-up elsewhere, or a copy in another tool, whenever the team adds work to a shared space.
Watch out
the workspace is identified by its Reference ID, found in the workspace Settings in Pagico on your computer, not picked from a list.
Actions

Pagico actions on Zapier

Pagico gives you 3 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Task in your Pagico Inbox

Action

In Zapier“Create a task from a piece of text and save into your Inbox. Pagico will automatically parse the Task Title for date & time. You can also define each field.”

Turns a piece of text into a task in your own Inbox. Write a date or a time in the title and Pagico reads it as the task's start and due date.

When to use it
an email, a form reply or a chat message should become a personal to-do you sort later.
Watch out
the title is the only required field, so phrase dates in it the way you want them read.
2

Create Note in a Shared Project or Contact

Action

In Zapier“Save a note to a project or contact in a workspace”

Adds a note, not a task, to a project or contact in a shared workspace. Useful for keeping a trace of what arrived without creating something to tick off.

When to use it
meeting summaries or client messages that should sit on the contact's record for reference.
Watch out
you must paste the workspace Reference ID and choose the project or contact, or the step won't run.
3

Create Task in a Shared Project or Contact

Action

In Zapier“Saves the item into a shared project or contact in a specific workspace. Pagico will automatically parse the Task Title for date & time. You can also define each field.”

Files a task straight into a project or a contact inside a shared workspace, where the whole team sees it. Dates written in the title are picked up as start and due, as in the Inbox version.

When to use it
requests that already belong to a known project, without a stop in your Inbox.
Watch out
it needs the workspace Reference ID, a project or contact, and a title, all three.
When it breaks

When a Pagico Zap breaks

Zapier links no help article and no rate limit to Pagico. What breaks is general Zapier behavior, plus the way Pagico identifies its workspaces.

Four cases to know before you publish. When something stops and you need a method, see Zapier troubleshooting.

  • Old items are never picked up

    A Zap only reacts to what happens after it is switched on. Tasks already in your Inbox or workspace stay where they are; moving that backlog is a separate job.
  • The Zap feeds itself

    Watch a workspace with New Item Shared in a Workspace and write back into the same workspace, and every new item restarts the Zap, burning tasks fast.
  • A bulk import gets held back

    If a workspace suddenly returns a huge batch, after a migration for instance, Zapier's flood protection can hold those items back instead of running them all.
  • The same item twice? Not from polling

    Zapier remembers what it has already seen on a polling trigger, so the same Pagico item does not start the Zap twice, even across several checks.
Need help

Need help automating Pagico with Zapier?

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FAQ

Pagico Zapier integration: frequent questions

01Is the Pagico Zapier integration free?
Yes. Pagico is not reserved for paid plans, so it runs on the free Zapier plan. That plan gives you 100 tasks a month, checks your triggers every 15 minutes and builds two-step Zaps: one trigger and one action. A Zap from New Inbox Item to Create Task in a Shared Project or Contact fits. Add a filter, a second action or a search from another app, and the Zap becomes multi-step, which needs a paid plan.
02How many tasks does a Pagico Zap use?
One per Pagico action that succeeds. The trigger is free, and Zapier checking your Inbox or a workspace for new items costs nothing either, however often it checks. An action that fails is not counted. So a two-step Zap that files one task per new Inbox item uses one task per item. If you add a second action, both count on every run, which doubles the bill for the same number of items.
03Is the Pagico Zapier integration real time?
No. Both Pagico triggers, New Inbox Item and New Item Shared in a Workspace, are polling triggers: Zapier goes to check at regular intervals rather than being told by Pagico. The interval depends on your plan: 15 minutes on Free, 2 on Professional, 1 on Team and Enterprise. On paid plans you can also change how often it checks, and run a check by hand from the editor when you are testing.
04What does it take to connect Pagico to Zapier?
A Pagico account, plus read or write access on any shared workspace you don't own and want the Zap to use. From the Apps page of your Zapier account, add a connection, search for Pagico, sign in in the tab that opens and grant access. Then keep Pagico open on your computer: the workspace Reference ID that three operations ask for sits in each workspace's Settings, not in Zapier. Copy it once and keep it handy.
05Where is the Pagico workspace Reference ID?
In Pagico itself, on your computer. Open the workspace, switch to its Settings section and copy the Reference ID shown there, then paste it into the Zap step. Three operations need it: the New Item Shared in a Workspace trigger, Create Note in a Shared Project or Contact and Create Task in a Shared Project or Contact. Without it the step has no workspace to work with, so it is the first thing to check when a shared-workspace Zap misbehaves.
06What if the Pagico operation you need is not on Zapier?
Then it is not available through Zapier today. Pagico offers two triggers and three actions, all about new items: nothing updates, moves or deletes an existing task, and no search finds a project or contact by name. Work that edits what already exists stays manual inside Pagico. The editor shows the full list when you pick Pagico in a step, and that list matches the five operations described here. Anything outside it does not exist on Zapier.
07Zapier, Make or n8n for Pagico?
Choose on criteria, not on a ranking. On Zapier, Pagico runs on the free plan with two polling triggers and three create actions, which covers capture and filing between your Inbox and shared workspaces. Check three things elsewhere. Is Pagico available there, with which operations? How quickly does a new item need to reach the next step, given a 15-minute check on Zapier's free plan? And does your flow need a filter or several actions, which on Zapier means a paid plan?