Zapier integration
Summary
Business+Connect Elevale to thousands of apps with the official Elevale Zapier integration. Authenticate with a personal access token (PAT) and your workspace ID - no OAuth required.
Who this is for
Workspace admins connecting integrations on a Business+ plan.
Install and connect
Install the Elevale app from the Zapier marketplace.
Open Workspace Settings → Integrations and expand API Access Tokens.
Create a token with scopes matching the Zaps you plan to build (KPIs, tasks, OKRs, wiki, BD logs, chat).
Copy the token immediately - it is shown only once.
In Zapier, paste the API token and your workspace UUID when connecting Elevale.
What you can automate
Actions - Update KPI values, create tasks, create OKRs, post BD log entries, create wiki pages, send chat messages, and more.
Triggers - KPI value updated, new or updated tasks, new OKRs, BD log entries, wiki pages, and chat messages.
Searches - Pick KPIs, tasks, lists, OKRs, planning sessions, wiki pages, and conversations in Zapier dropdowns.
Recommended token scopes
KPI automation: kpis:read and kpis:write
Task automation: tasks:read and tasks:write
OKR automation: okrs:read and okrs:write
Wiki automation: wiki:read and wiki:write
Timeline automation: bd_logs:read and bd_logs:write
Chat automation: chat:read and chat:write