How do I connect GoCo to Zapier?

As a Full Access Admin, go to Company > Integrations and click Setup on Zapier.

  1. You must login to GoCo as a user that has the Full Access Admin permission role to the company. To check who is a Full Access Admin, go to Company > Permissions > Full Access Admins

  2. Go to Company > Integrations and click Setup on Zapier
  3. Follow the Setup instructions shown:
  4. In Zapier, you need to find the GoCo integration to connect to it. As the integration is in BETA, you may need to use this link to find it:
    https://zapier.com/developer/public-invite/121804/0a2ba363a2d3e685a43020f4ed314e73/

  5. Once you get to the Connect an Account modal in Zapier, copy the API Username and API Password fields from GoCo, and enter them into Zapier here:
    1. ⭐ Once linked, Zapier will pull up "Employee A". This is a fake employee and will not be reflective of employees in your account.
  6. Once you have GoCo Connection created, go ahead and create a test Zap using your GoCo connection. The easiest one is to create a Google Sheet, and create a Zap to send an action to Create Employee in GoCo when a row is added to the Google Sheet.
  7. Once GoCo detected your connection was successful, the Test Status will show as Passed:
  8. Click Finish to complete the setup in GoCo
  9. The Zapier Integration is now live for your company on GoCo. To understand how the integration works, please read this help article:
    How does the GoCo + Zapier integration work?