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Connecting Zapier Growth+This feature requires the Growth+ plan or higher

This guide walks you through connecting your EquipDash account to Zapier so you can start building automated workflows.

Step 1: Create an API Key in EquipDash​

Zapier needs an API key to securely access your EquipDash account.

  1. In EquipDash, click Settings in the sidebar.
  2. Select API & Integrations.
  3. On the API Keys tab, click + Create API key.
  4. Enter a name for the key (e.g., "Zapier").
  5. Select the scopes (permissions) the key needs. For Zapier, you will typically want to enable scopes that match the triggers and actions you plan to use. Common scopes include:
    • Bookings: Read and Bookings: Write -- for booking triggers and actions
    • Customers: Read and Customers: Write -- for customer triggers and actions
    • Products: Read and Products: Write -- for product triggers and actions
    • Experiences: Read and Experiences: Write -- for experience triggers and actions
    • Staff: Read -- for staff-related triggers and searches
  6. Click Create.
  7. Copy the API key immediately -- it is only shown once. Store it somewhere safe (e.g., a password manager).
caution

The full API key is only displayed once. If you lose it, you will need to create a new key.

Step 2: Connect EquipDash in Zapier​

  1. Go to zapier.com and log in to your Zapier account.
  2. Click Create to start a new Zap, or go to My Apps > Add Connection.
  3. Search for EquipDash in the app search bar.
  4. Select EquipDash from the results.
  5. When prompted, paste the API key you copied from EquipDash.
  6. Click Yes, Continue to authenticate.

Zapier will test the connection. If successful, your EquipDash account will appear as a connected account.

Step 3: Create Your First Zap​

Now that EquipDash is connected, you can build automations:

  1. Click Create > New Zap in Zapier.
  2. Choose a Trigger:
    • Select EquipDash as the trigger app.
    • Pick an event (e.g., New Booking).
    • Select your EquipDash account.
    • Test the trigger to pull in sample data.
  3. Choose an Action:
    • Select the app you want to connect (e.g., Slack, Google Sheets, Gmail).
    • Configure the action using data from the EquipDash trigger.
    • Test the action.
  4. Click Publish to turn your Zap on.

Your Zap is now live and will run automatically whenever the trigger event occurs.

Managing Your Connection​

Updating Scopes​

If you need your Zapier connection to access additional data:

  1. Go to Settings > API & Integrations in EquipDash.
  2. Click on the API key you created for Zapier.
  3. Update the scopes as needed.
  4. Click Update.

The changes take effect immediately -- no need to reconnect in Zapier.

Reconnecting​

If your API key is revoked or expired, your Zaps will stop working. To fix this:

  1. Create a new API key in EquipDash (see Step 1 above).
  2. In Zapier, go to My Apps > find EquipDash.
  3. Click Reconnect and enter the new API key.

Disconnecting​

To remove the Zapier connection:

  1. In Zapier, go to My Apps.
  2. Find EquipDash and click Disconnect.
  3. Optionally, revoke the API key in EquipDash under Settings > API & Integrations.

Troubleshooting​

"Authentication Failed" Error​

  • Make sure you copied the full API key (it starts with edsk_live_).
  • Check that the API key has not been revoked in EquipDash.
  • Ensure the key has not expired.

Zap Not Triggering​

  • Verify the Zap is turned on (the toggle should be green).
  • Check that the event you are waiting for actually occurred in EquipDash after the Zap was published.
  • In Zapier, click Zap History to see if any runs have been attempted.

Missing Data in Zap​

  • Ensure the API key has the correct scopes enabled for the data you need.
  • Check Settings > API & Integrations > click the key to review its scopes.

Rate Limiting​

  • EquipDash API has rate limits. If you see rate limit errors in Zapier, try reducing the frequency of your Zaps or combining multiple actions into fewer Zaps.