Zapier

With Zapier, MeshMarkup can talk to almost any other app without code: put each client note in Notion or Airtable, log approvals in a spreadsheet, send a review link from your CRM, or post to a tool MeshMarkup doesn't connect to directly.

#Connect Zapier

1. 1

   Make an API key

   In MeshMarkup open Settings → Integrations and click API keys on the API and webhooks card. Name the key Zapier, leave Read only unticked, click Create key and copy it. It's shown once.

2. 2

   Open MeshMarkup in Zapier

   Click Open in Zapier on the Zapier card. In the Zap editor, search for MeshMarkup when you choose an app.

3. 3

   Connect your account

   Sign in to MeshMarkup when Zapier asks, and paste the key. The connection is named after your studio.

#Triggers

Each one carries the model's name, the version, and for notes the note's number, part, status and text, plus a Model link and a Note link that open MeshMarkup on the spot. MeshMarkup sends them to Zapier in batches, so a trigger fires within the hour.

#Actions

There's also Find Model to look a model up by name.

#A two-way example

1. 1

   Note → task

   Trigger: New Note. Action: create a task in your tool with the Note text as its title and the Note link in its description. Keep the Note ID in the task.

2. 2

   Task done → note resolved

   Trigger: your tool's task completed. Action: Update Note Status with that Note ID and Resolved.

#Good to know

• Replies and links made through Zapier carry the name of whoever created the API key.
• Turning a Zap off unsubscribes it straight away. Revoking the API key stops every Zap that used it.
• Using Jira, Asana, Trello, monday.com, ClickUp or Linear? A direct connection may already do this for you; see Integrations.