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CrewForm — Zapier Integration Testing Guide

App URL: https://crewform.tech

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Test Account Credentials

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Step 1: Log In

1. Go to https://crewform.tech/auth
2. Enter the email and password above
3. Click Sign In
4. You’ll land on the Dashboard

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Step 2: Create Your First Agent

An “Agent” is a configured AI assistant — you’ll need at least one to test tasks and team runs.

1. Click Agents in the left sidebar
2. Click + New Agent
3. Fill in:
   • Name: Test Agent
   • Model: Select any model (e.g. gpt-4o)
   • System Prompt: You are a helpful assistant for testing.
4. Click Create Agent

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Step 3: Create a Task

Tasks are units of work assigned to agents.

1. Click Tasks in the left sidebar
2. Click + New Task
3. Fill in:
   • Title: Test Task
   • Description: This is a test task for the Zapier integration.
   • Priority: Medium
   • Assign Agent: Select the Test Agent you just created
4. Click Create Task

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Step 4: Create a Team (Optional)

Teams are multi-agent workflows. If you want to test team-related Zapier triggers:

1. Click Teams in the left sidebar
2. Click + New Team
3. Fill in:
   • Name: Test Pipeline
   • Mode: Pipeline
4. Add the Test Agent as a step in the pipeline
5. Click Create Team

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Step 5: Generate an API Key

This is the key you’ll use to connect CrewForm to Zapier.

1. Click Settings in the left sidebar (gear icon at the bottom)
2. Click the API Keys tab
3. Click Generate Key
4. Copy the key immediately — it’s only shown once
5. The key will start with cf_...

⚠️ Important: Save this key securely. You’ll paste it into Zapier when connecting the CrewForm app.

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Step 6: Connect to Zapier

1. In Zapier, search for CrewForm in the app directory
2. Click Connect
3. When prompted, paste the API key you copied in Step 5
4. Zapier will call the /api-me endpoint to verify the key — you should see your account name (Zapier Test) displayed

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Step 7: Test Zapier Triggers & Actions

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Available Triggers

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Available Actions

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Quick Test Workflow

Set up a simple Zap to verify the connection:

1. Trigger: CrewForm → New Task Created
2. Action: Send an email (Gmail, Outlook, etc.)
3. Go back to CrewForm and create a new task
4. Check that Zapier fires and the email is sent

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Navigation Reference

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Need Help?

• Docs: https://docs.crewform.tech
• API Reference: https://docs.crewform.tech/api-reference
• Email: team@crewform.tech
• Discord: https://discord.gg/TAFasJCTWs