> ## Documentation Index
> Fetch the complete documentation index at: https://docs.crewform.tech/llms.txt
> Use this file to discover all available pages before exploring further.

# Zapier testing guide

# CrewForm — Zapier Integration Testing Guide

> **App URL:** [https://crewform.tech](https://crewform.tech)

## Test Account Credentials

| Field    | Value                            |
| -------- | -------------------------------- |
| Email    | `integration-testing@zapier.com` |
| Password | `Z@ppt35t@2026`                  |

***

## Step 1: Log In

1. Go to **[https://crewform.tech/auth](https://crewform.tech/auth)**
2. Enter the email and password above
3. Click **Sign In**
4. You'll land on the **Dashboard**

***

## 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**

***

## 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**

***

## 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**

***

## 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.

***

## 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

***

## Step 7: Test Zapier Triggers & Actions

### Available Triggers

| Trigger                | What to do in CrewForm to fire it                            |
| ---------------------- | ------------------------------------------------------------ |
| **Task Completed**     | Go to Tasks → click a task → change status to "Completed"    |
| **New Task Created**   | Create a new task (Step 3 above)                             |
| **Team Run Completed** | Go to Teams → click team → click "Run" → wait for completion |

### Available Actions

| Action             | What it does                        |
| ------------------ | ----------------------------------- |
| **Create Task**    | Creates a new task in CrewForm      |
| **Create Agent**   | Creates a new agent in CrewForm     |
| **Start Team Run** | Kicks off a team run                |
| **Find Task**      | Searches for a task by ID or status |

### 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

***

## Navigation Reference

| Page        | URL            | What it shows                       |
| ----------- | -------------- | ----------------------------------- |
| Dashboard   | `/`            | Overview stats and recent activity  |
| Agents      | `/agents`      | List of AI agents                   |
| Teams       | `/teams`       | Multi-agent workflows               |
| Tasks       | `/tasks`       | Task list with status filters       |
| Marketplace | `/marketplace` | Browse and install shared agents    |
| Analytics   | `/analytics`   | Token usage and cost tracking       |
| Settings    | `/settings`    | API Keys, billing, workspace config |

***

## Need Help?

* **Docs:** [https://docs.crewform.tech](https://docs.crewform.tech)
* **API Reference:** [https://docs.crewform.tech/api-reference](https://docs.crewform.tech/api-reference)
* **Email:** [team@crewform.tech](mailto:team@crewform.tech)
* **Discord:** [https://discord.gg/TAFasJCTWs](https://discord.gg/TAFasJCTWs)