The Phacet Zapier app lets you connect Phacet to hundreds of external tools—no code required. Use it to embed Phacet into existing processes and automate multi-step workflows.

Zapier chains Triggers and Actions into workflows called Zaps: when something happens in one tool (a trigger), Zapier performs a defined action in another—like sending new data to Phacet or reacting to updates in your workspace.

Why use it?

Eliminate manual exports and cross-tool copy/paste
Trigger Phacet based on live events from other apps (e.g., “file uploaded,” “form submitted”)
Push Phacet results to downstream systems automatically (e.g., “send a Slack alert when a mistake is found in an invoice”)
Create tight feedback loops across AI, automation, and human review

How it works

The app uses your Phacet API key with Zapier’s Triggers and Actions model:

Trigger → Phacet: External apps send data to Phacet.
Phacet → Action: Phacet outputs trigger actions in your stack.

You keep full control over access via API keys.

How to set up Phacet and Zapier integration

Note : Only Admin users can set up the Phacet Zapier connection as it requires the ability to manage API keys in Phacet.

🚦
The Phacet Zapier App is currently in Private Access.
To access it use the following invite link

Use Case 1: External Trigger → Action in Phacet

Automate Phacet actions when something happens in your external tool (e.g., Airtable, Salesforce, Google Drive).

1. Authentication

Access the Phacet App in Zapier (using the private link shared previously).
Generate an API Key in Phacet from your Settings > API keys dashboard
Open the Phacet App in Zapier
Connect Phacet to Zapier with the provided API key.

2. Trigger Setup (External Tool)

Choose the app and event that will trigger the workflow (e.g., “New Spreadsheet Row” in Google Sheets).
Follow Zapier’s setup to test and capture a sample row.

3. Action Setup (Phacet)

Choose the Phacet action (e.g., “Create Row”, “Run AI Tool”).
Select the target Phacet and Session.
Map fields from your trigger app to columns in your Phacet.
Test the automation on the sample row

4. Activate

Name your Zap and turn it on. It will now run automatically based on the trigger.

In this example, new emails are sent to a Phacet for labelling and sorting.

Use Case 2: Trigger from Phacet → Action in Another App

This method will let you use Phacet’s native triggers directly within Zapier—no webhook setup required.

Select Phacet as the trigger app in Zapier.
Select the trigger event
Select the Phacet (you cannot select a specific session)
Test the trigger to validate that events are properly captured
Choose the action in your target tool (e.g., send Slack message)
Map the values from the Phacet app to your target tool.
Test and publish.

In this example, a message is sent to Slack every time Phacet complete ana analysis on a row.

Available Triggers & Actions

Type	Event Name	Description
Trigger	Phacet Created	Triggers when a new Phacet is created.
Trigger	Row Calculation Completed	Triggers when a row calculation completes successfully in a Phacet.
Trigger	Row Calculation Failed	Triggers when a row calculation fails in a Phacet.
Trigger	Row Calculation Started	Triggers when calculations is initiated on a row in Phacet
Trigger	Row Created	Triggers when a new row is created in a Phacet.
Action	Create Row	Creates a row in a specific Phacet and Session.
Action	Get Row	Retrieves a row by its ID from a specific Phacet. Use this after receiving a webhook to get the complete row data.
Action	Update Row	Updates an existing row in a specific Phacet with new cell values.

📌 Business implementation Examples

Below are common automation patterns our finance and admin users build with Phacet and Zapier—each turning manual, repetitive tasks into seamless workflows.

Use Case	Example
📬 Email inbox sorting and routing	Gmail emails received in a shared inbox are automatically routed to a Phacet. The content is analyzed by AI to classify the request and assign it to the right person, with a topic label (e.g. invoice, legal, admin).
📥 Email intake → Document extraction	Incoming vendor invoices received via Gmail are routed to a Phacet. Key data (supplier name, amount, VAT, due date) is extracted and structured for reconciliation.
📄 Drive folders → Contract parsing	A contract uploaded to Google Drive triggers a Zap that sends it to Phacet. AI parses terms (e.g., renewal date, notice period) and updates a master legal tracker.
🧾 Invoice matching & validation	A new invoice created in an ERP automatically flows into Phacet. It is matched against purchase orders to flag price discrepancies or missing data.
📬 CRM form submission → Request classification	A web form submission from HubSpot (e.g., vendor onboarding or budget request) triggers a Zap that sends the form to Phacet. Phacet classifies it by topic and urgency.
💳 Expense approval workflows	Expense reports submitted via a Typeform or Excel are routed to Phacet. AI extracts and checks values against policy thresholds, triggering alerts if needed.
📊 Monthly report automation	At month-end, financial reports generated by an ERP (e.g., Sage, Netsuite) are pushed into Phacet for AI-based KPI extraction and summary generation, then sent to Slack or Notion.

Troubleshooting

If your Zap doesn’t behave as expected:

Visit Zapier’s Connections Page to disconnect and reconnect apps.
Review Zapier Troubleshooting page for common fixes.
For issues tied to Phacet-specific behavior, contact our Support Team.