{"id":57977,"date":"2025-08-01T15:48:53","date_gmt":"2025-08-01T18:48:53","guid":{"rendered":"https:\/\/reportei.com\/?post_type=pauple_helpie&p=57977"},"modified":"2026-10-15T13:04:26","modified_gmt":"2026-10-15T16:04:26","slug":"como-integrar-zapier-a-reportei","status":"publish","type":"pauple_helpie","link":"https:\/\/reportei.com\/es\/central-de-ajuda\/como-integrar-zapier-a-reportei\/","title":{"rendered":"C\u00f3mo integrar Zapier a Reportei"},"content":{"rendered":"

El Zapier<\/strong> es una de las herramientas de automatizaci\u00f3n m\u00e1s populares del mercado. Permite que conectes diferentes aplicaciones y crees flujos de trabajo automatizados llamados Zaps<\/strong> sin necesidad de escribir ninguna l\u00ednea de c\u00f3digo. Y s\u00ed, el Reportei ahora est\u00e1 disponible en Zapier<\/strong> \ud83c\udf89<\/p>\n

En este art\u00edculo te mostraremos c\u00f3mo funciona esta integraci\u00f3n, qu\u00e9 automatizaciones est\u00e1n disponibles y c\u00f3mo configurarla en pocos pasos.<\/p>\n

\u00bfQu\u00e9 es Zapier?<\/strong><\/span><\/span><\/h2>\n<\/p>\n
Zapier conecta miles de herramientas en l\u00ednea y te permite crear automatizaciones entre ellas. Cada automatizaci\u00f3n se compone de <\/p>\n
\n
Trigger (Disparador)<\/strong> el evento que inicia el flujo de automatizaci\u00f3n,<\/li>\n
Action (Acci\u00f3n)<\/strong> la tarea que ser\u00e1 realizada autom\u00e1ticamente una vez activado el disparador.<\/li>\n<\/ul>\n
$\"\"$ <\/figure>\n<\/p>\n
\u00bfD\u00f3nde encontrar Reportei en Zapier?<\/strong><\/span><\/span><\/h2>\n<\/p>\n
A diferencia de las integraciones tradicionales de Reportei, Zapier no aparece en nuestra pantalla de integraciones.<\/strong>.<\/p>\n
Para comenzar a usar, <\/p>\n
\n
Accede al sitio de Zapier<\/a><\/li>\n
Crea un nuevo Zap<\/li>\n
Busca Reportei<\/strong> en la etapa de selecci\u00f3n de aplicaci\u00f3n.<\/li>\n
Elige el disparador o la acci\u00f3n deseada.<\/li>\n<\/ol>\n
\n
\u00bfEn qu\u00e9 plan est\u00e1 disponible Zapier?<\/strong><\/span><\/span><\/h2>\n<\/p>\n
Zapier est\u00e1 disponible para todos los planes de Reportei.<\/strong> Sin embargo, la disponibilidad de acciones y disparadores depende de tu plan contratado.<\/strong>.<\/p>\n
\ud83d\udccc Ejemplo:<\/strong><\/p>\n
Usuarios en el plan Starter<\/strong> no podr\u00e1n utilizar la acci\u00f3n Crear hitos en la L\u00ednea de Tiempo<\/strong> ya que esta funcionalidad no est\u00e1 incluida en el plan. Al intentar ejecutarla, la API devolver\u00e1 un error.<\/p>\n
\n
\u00bfQu\u00e9 es posible automatizar con Zapier?<\/strong><\/span><\/span><\/h2>\n<\/p>\n
$\"\"$ <\/figure>\n<\/p>\n
Acciones disponibles:<\/strong><\/span><\/span><\/h3>\n<\/p>\n
\n
Crear informes<\/li>\n
Crear paneles de control<\/li>\n
Crear hitos en la L\u00ednea de Tiempo<\/li>\n<\/ul>\n
Disparadores disponibles:<\/strong><\/span><\/span><\/h3>\n<\/p>\n
\n
Monitorear la creaci\u00f3n de informes<\/li>\n
Monitorear la creaci\u00f3n de paneles de control<\/li>\n
Monitorear la creaci\u00f3n de hitos en la L\u00ednea de Tiempo<\/li>\n
Monitorear automatizaciones ejecutadas<\/li>\n
Monitorear metas alcanzadas<\/li>\n
Monitorear metas no alcanzadas<\/li>\n<\/ul>\n
Estas automatizaciones permiten integrar Reportei con herramientas como Slack, Trello, Google Sheets, Gmail, CRMs y muchas otras.<\/p>\n
C\u00f3mo conectar tu cuenta de Reportei a Zapier<\/strong><\/span><\/span><\/h2>\n<\/p>\n
Para que la automatizaci\u00f3n funcione, es necesario generar e insertar un Token de API<\/strong> de Reportei.<\/p>\n
\n
Accede a tu cuenta de Reportei.<\/li>\n
Dir\u00edgete a Configuraciones > API Tokens.<\/strong><\/li>\n
Haz clic en Generar nuevo token.<\/strong><\/li>\n
Copia el token generado.<\/li>\n
En Zapier, pega este token en el campo solicitado durante la conexi\u00f3n con Reportei.<\/li>\n<\/ol>\n
$\"\"$ <\/figure>\n
$\"\"$ <\/figure>\n
$\"\"$ <\/figure>\n<\/p>\n
Y listo. Tu cuenta estar\u00e1 conectada y lista para usarse en las automatizaciones. <\/p>\n
Si tienes alguna duda, contacta con nuestro equipo de soporte.<\/em>\u00a0=)<\/p>\n","protected":false},"excerpt":{"rendered":"
El Zapier es una de las herramientas de automatizaci\u00f3n m\u00e1s populares del mercado. Permite que conectes diferentes aplicaciones y crees flujos de trabajo automatizados llamados Zaps sin necesidad de escribir ninguna l\u00ednea de c\u00f3digo. Y s\u00ed, el Reportei ahora est\u00e1 disponible en Zapier \ud83c\udf89 En este art\u00edculo te mostraremos c\u00f3mo funciona esta integraci\u00f3n, qu\u00e9 automatizaciones […]<\/p>\n","protected":false},"author":9,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"helpdesk_category":[1134],"helpie_tag":[],"helpie_add_tag":[],"helpie_up_tag":[],"class_list":["post-57977","pauple_helpie","type-pauple_helpie","status-publish","format-standard","hentry","helpdesk_category-informes"],"_links":{"self":[{"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/pauple_helpie\/57977","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/pauple_helpie"}],"about":[{"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/types\/pauple_helpie"}],"author":[{"embeddable":true,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/comments?post=57977"}],"version-history":[{"count":1,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/pauple_helpie\/57977\/revisions"}],"predecessor-version":[{"id":57978,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/pauple_helpie\/57977\/revisions\/57978"}],"wp:attachment":[{"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/media?parent=57977"}],"wp:term":[{"taxonomy":"helpdesk_category","embeddable":true,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/helpdesk_category?post=57977"},{"taxonomy":"helpie_tag","embeddable":true,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/helpie_tag?post=57977"},{"taxonomy":"helpie_add_tag","embeddable":true,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/helpie_add_tag?post=57977"},{"taxonomy":"helpie_up_tag","embeddable":true,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/helpie_up_tag?post=57977"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}