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Integrating with Zapier allows you to connect Forecast with 1000+ other apps.

The Forecast integration with Zapier is awaiting global activation in Zapier's app library, and thus requires a few extra steps for the time being.

Zapier is an action/trigger task automation tool that builds a link between more than 1000 apps and services. You simply set up an action in one app, that triggers an action in another app. Example: New issue in your ticket system, triggers a new Task in Forecast.

At the moment we have the following actions:

  • Create task
  • Create project
  • Find project

This could be used to automatically create Tasks in Forecast from your ticketing system or create Projects from a won opportunity in your CRM system.


  1. Go to the Zapier integration, click here.
  2. Click the unique link, which leads you to Zapier.
  3. Sign in with your Zapier account
  4. Click the Accept Invite & Build a Zap button
  5. Build your first Zap with Forecast