Zapier Integration

Zapier Integration

Zapier connects CrownSync Playbooks to over 6,000 apps without writing any code. Because CrownSync does not have a native Zapier app, you use the Webhooks by Zapier trigger and action to send and receive data via the CrownSync REST API and webhook system.

This approach gives you full flexibility to connect CrownSync to Slack, Microsoft Teams, Google Drive, Jira, PagerDuty, and thousands of other services supported by Zapier.

Setting Up Triggers (CrownSync → Zapier)

Use CrownSync outbound webhooks to trigger Zaps when events occur in CrownSync (e.g. incident created, PDF exported, drill completed):

1. Create a webhook endpoint in CrownSync. Navigate to Admin → Integrations → Webhooks and add a new outbound webhook. Select the events you want to send to Zapier.
2. Create a new Zap in Zapier. Choose Webhooks by Zapier as the trigger app and select Catch Hook as the trigger event.
3. Copy the Zapier webhook URL. Zapier generates a unique URL for your Zap. Copy this URL and paste it into the CrownSync webhook endpoint configuration as the destination URL.
4. Test the connection. Click Test trigger in Zapier, then trigger the event in CrownSync (e.g. create a test incident). Zapier should receive the webhook payload and display the data fields.

Setting Up Actions (Zapier → CrownSync)

Use the CrownSync REST API to create incidents or update data from other apps via Zapier:

1. Add a Webhooks by Zapier action. In your Zap, add an action step and choose Webhooks by Zapier with the Custom Request event.
2. Set the HTTP method and URL. Set the method to POST and the URL to https://pb.crownsync.uk/api/v1/incidents
3. Add authorisation headers. In the Headers section, add Authorization: Bearer YOUR_API_KEY and Content-Type: application/json. Generate your API key from Admin → Integrations → API Keys.
4. Configure the JSON body. Build the request body using data from the trigger step. Map fields like title, severity, and description to the CrownSync incident schema (see the API Reference).

Example Zaps

Here are some common workflows you can build with CrownSync and Zapier:

• Incident declared → Post to Slack channel. When CrownSync sends an incident webhook, Zapier posts a formatted message to your incident response Slack channel with severity, title, and a link to the playbook.
• PDF exported → Upload to Google Drive. When a signed PDF is exported from CrownSync, Zapier uploads it to a designated folder in Google Drive for archival and compliance purposes.
• Drill completed → Create Jira follow-up task. When a drill is completed in CrownSync, Zapier creates a Jira ticket with the drill summary and improvement actions as a checklist.
• Incident closed → Send summary email. When an incident is closed, Zapier sends a summary email to stakeholders with key timeline details and lessons learned.

Next Steps

• Review the REST API Reference for all available endpoints and request fields
• Set up outbound webhooks in CrownSync to power your Zapier triggers
• Consider using n8n as a self-hosted alternative if you need more control over data processing

Integration instructions last verified: April 2026