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Biztera Integrations

Proposal & Invoice Management

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Stripe (Legacy)
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Forms & Surveys, WordPress
Integrate Leadpages with BizteraIntegrate Leadpages with Biztera
Leadpages
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Integrate Asana with BizteraIntegrate Asana with Biztera
Asana
Project Management
Integrate Airtable with BizteraIntegrate Airtable with Biztera
Airtable
Databases
Integrate Wufoo with BizteraIntegrate Wufoo with Biztera
Wufoo
Forms & Surveys
Integrate ActiveCampaign with BizteraIntegrate ActiveCampaign with Biztera
ActiveCampaign
Marketing Automation
Integrate Podio with BizteraIntegrate Podio with Biztera
Podio
Project Management
Integrate Process Street with BizteraIntegrate Process Street with Biztera
Process Street
Productivity
Integrate Asana with BizteraIntegrate Asana with Biztera
Asana
Project Management
Integrate Airtable with BizteraIntegrate Airtable with Biztera
Airtable
Databases
Integrate Wufoo with BizteraIntegrate Wufoo with Biztera
Wufoo
Forms & Surveys
Integrate ActiveCampaign with BizteraIntegrate ActiveCampaign with Biztera
ActiveCampaign
Marketing Automation
Integrate Podio with BizteraIntegrate Podio with Biztera
Podio
Project Management
Integrate Process Street with BizteraIntegrate Process Street with Biztera
Process Street
Productivity
Integrate Stripe (Legacy) with BizteraIntegrate Stripe (Legacy) with Biztera
Stripe (Legacy)
Payment Processing
Integrate Ninja Forms with BizteraIntegrate Ninja Forms with Biztera
Ninja Forms
Forms & Surveys, WordPress
Integrate Leadpages with BizteraIntegrate Leadpages with Biztera
Leadpages
Forms & Surveys

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Launch your first automated workflow

  • Create Google Calendar events for Biztera approval requests

    • Biztera logo
    • Google Calendar logo
    Biztera + Google Calendar
  • Create Trello cards for Biztera approval requests

    • Biztera logo
    • Trello logo
    Biztera + Trello
  • Send a Slack message for Biztera approval requests

    • Biztera logo
    • Slack logo
    Biztera + Slack
  • Create a Biztera approval request from Gmail emails [Business Gmail Accounts Only]

    • Gmail logo
    • Biztera logo
    Gmail + Biztera
  • Send a SMS for denied Biztera requests

    • Biztera logo
    • SMS by Zapier logo
    Biztera + SMS by Zapier
  • Send SMS messages for Biztera approvals

    • Biztera logo
    • SMS by Zapier logo
    Biztera + SMS by Zapier
  • Create Google Calendar events for Biztera approval requests

    • Biztera logo
    • Google Calendar logo
    Biztera + Google Calendar
  • Create Trello cards for Biztera approval requests

    • Biztera logo
    • Trello logo
    Biztera + Trello
  • Send a Slack message for Biztera approval requests

    • Biztera logo
    • Slack logo
    Biztera + Slack
  • Create a Biztera approval request from Gmail emails [Business Gmail Accounts Only]

    • Gmail logo
    • Biztera logo
    Gmail + Biztera
  • Send a SMS for denied Biztera requests

    • Biztera logo
    • SMS by Zapier logo
    Biztera + SMS by Zapier
  • Send SMS messages for Biztera approvals

    • Biztera logo
    • SMS by Zapier logo
    Biztera + SMS by Zapier
  • Create new Teamwork tasks for Biztera approvals

    • Biztera logo
    • Teamwork logo
    Biztera + Teamwork
  • Create Agiled tasks for new Biztera approvals

    • Biztera logo
    • Agiled logo
    Biztera + Agiled
  • Create Biztera approval requests for new Unbounce form submissions

    • Unbounce logo
    • Biztera logo
    Unbounce + Biztera
  • Create approval requests in Biztera for new Leadpages form submissions

    • Leadpages logo
    • Biztera logo
    Leadpages + Biztera
  • Create approval requests in Biztera for new Gravity Forms submissions

    • Gravity Forms logo
    • Biztera logo
    Gravity Forms + Biztera
  • Create approval requests in Biztera for new Formsite form results

    • Formsite logo
    • Biztera logo
    Formsite + Biztera
    • Create new Teamwork tasks for Biztera approvals

      • Biztera logo
      • Teamwork logo
      Biztera + Teamwork
    • Create Agiled tasks for new Biztera approvals

      • Biztera logo
      • Agiled logo
      Biztera + Agiled
    • Create Biztera approval requests for new Unbounce form submissions

      • Unbounce logo
      • Biztera logo
      Unbounce + Biztera
    • Create approval requests in Biztera for new Leadpages form submissions

      • Leadpages logo
      • Biztera logo
      Leadpages + Biztera
    • Create approval requests in Biztera for new Gravity Forms submissions

      • Gravity Forms logo
      • Biztera logo
      Gravity Forms + Biztera
    • Create approval requests in Biztera for new Formsite form results

      • Formsite logo
      • Biztera logo
      Formsite + Biztera

    Supported triggers and actions

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

      • Only Approval Requests from Me
      Trigger
      Instant
      Try It
      • Only Approval Requests from Me
      Trigger
      Instant
      Try It
      • Only Approval Requests to Me
      Trigger
      Instant
      Try It
      • Organization
        Required
      • Approvers
        Required
      • Title
        Required
      • Body
      Action
      Write

    For builders

    Let your AI safely access Biztera

    Go beyond Zap workflows. Install Zapier in your AI to call Biztera actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

    No code

    Call actions in natural language with Zapier MCP

    Act in Biztera from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

    Example actions on this page

    • Create Approval Request

    Works with

    Claude · ChatGPT · Cursor · Any MCP-compatible AI

    Install Zapier MCP
    Code

    Work in code with the Zapier SDK

    Expose Biztera actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

    Install

    npm install @zapier/zapier-sdk
    npm install -D @zapier/zapier-sdk-cli
    zapier-sdk login
    # create a Biztera connection @ https://zapier.com/app/assets/connections

    Run an action

    // Typescript
    import { createZapierSdk } from "@zapier/zapier-sdk";
    
    const zapier = createZapierSdk();
    
    const { data: connection } = await zapier.findFirstConnection({ app: "biztera", owner: "me" });
    
    await zapier.runAction({
      app: 'biztera',
      action: 'create_AR',
      connection: connection.id,
      input: {
        {inputKeyValuePairs}
      },
    });
    Open the SDK docs

    Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

    Biztera Help & Support

    Common questions

    biztera logo
    About Biztera
    Biztera is a service for organizations to keep track of approval requests between members. For example, CFOs use Biztera to approve big ticket items, and keep track of expenses versus budget. IT managers use Biztera to request approval for expensive services to beef up security. By streamlining the approval process, Biztera eliminates ambiguity in the workplace and speeds up decision-making.
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