How to Get Started with PPM Express on Zapier

About PPM Express's Integration

What kind of authentication does PPM Express use?

PPM Express uses API keys.

Do I need a paid PPM Express account to use PPM Express with Zapier?

You need an Enterprise PPM Express plan to use PPM Express with Zapier.

Do I need special account permissions in PPM Express to use PPM Express with Zapier?

You need to be a PPM Express User (not a Team Member) to connect PPM Express to Zapier.
https://help.ppm.express/89495-ppm-express-settings/people-management?from_search=88585429#section-0

Are there any API token limits in PPM Express when I use PPM Express with Zapier?

No, there are no token limits when using PPM Express with Zapier.

Are there any webhook subscription limits in PPM Express when I use PPM Express with Zapier?

PPM Express let's you use up to 50 webhooks subscriptions with Zapier.

Are custom fields in PPM Express supported when I use PPM Express with Zapier?

Yes, PPM Express supports custom fields.

Does PPM Express use real trigger samples from my PPM Express account?

No, PPM Express does not provide real trigger samples from your PPM Express account. Only generic samples are provided.

What kind of PPM Express hosted account can I use with Zapier?

PPM Express's Zapier integration supports cloud-hosted accounts only.

Connecting with PPM Express

When you create a PPM Express Zap, you'll be asked to enter your PPM Express API key.

PPM Express API Key

To locate your API Key in your PPM Express account, please follow these steps:

  1. Log into your PPM Express app account.
  2. Click the gear icon in the right upper corner of the page and select Automation.
  3. Click New Token under the Personal access tokens section.
  4. Provide the name for your token, and select the expiration date and scopes.
  5. Click Generate Token.
  6. Make sure to copy the token to your clipboard. The token is not stored and you will not be able to see it again.

PPM Express API Key in account

Paste your key back into your Zapier account and then click Yes, continue.

If all steps were successful, your PPM Express account will be connected.

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