Yodiz Help & Support

Supported Triggers#

• New Task - Triggers when a new task is created.
• New Userstory - Triggers when a new userstory is created.
• New Issue - Triggers when a new issue is created.

Supported Searches#

• None yet!

Supported Actions#

• Create Issue - Creates a new issue.
• Create Userstory - Creates a new Userstory.

To get started with Yodiz on Zapier, first you will need to click to connect your account to use with your Zap.

Next, you'll be asked to enter your Yodiz username and password.

Click “Continue” and if your Yodiz login details were correct your account will now be successfully connected.

Does the Yodiz account need any special account permissions?#

The user must have right to create items in Yodiz. From here (https://app.yodiz.com/admin/pages/roles-permissions.vz) you can manage the roles and permissions in the app and below is the help link for User Roles and their description in Yodiz.

• Help Link: https://yodiz.com/help/admin-roles-and-their-description/

Does Yodiz have a help page for Zapier already?#

• https://yodiz.com/help/how-to-integrate-yodiz-with-third-party-services-via-zapier/