TeamRetro ✖️ Zapier

How to set up the Zapier integration

To configure this integration you must be a TeamRetro Team Administrator.

Zapier connects TeamRetro to over 7,000 apps — no code required. Use it to hook your retrospectives, health checks and estimation sessions into the tools your team already uses, from Gmail and Google Sheets to Zendesk and beyond.

A Zapier automation is called a Zap. Every Zap starts with a trigger (something happening in one app) followed by one or more actions (things done in other apps). TeamRetro provides both:

Triggers — start a Zap the moment a retrospective completes, a health check finishes, an action item is created or completed, kudos is given, a team member is invited and more. Triggers are real-time (no waiting for polling).
Actions and searches — create action items and parked items, look up teams, retrospectives, health checks and more mid-Zap.

Looking for ideas? See our ready-made Zap templates on the TeamRetro Zapier page.

Video walkthroughs

Prefer to watch? These walkthroughs cover setup and two of the most common Zaps.

Before you start

You will need:

A TeamRetro account with API access enabled (Enterprise plan)
A Zapier account (free plan works for single-step Zaps)
A TeamRetro API key (steps below)

How to create your API key

In TeamRetro, go to SETTINGS —> API & SCIM
Select CREATE API KEY
Choose the scope to be covered by the API key. A team-scoped key (trt_ ) can only see one team — this is the safest choice for most Zaps. An account-scoped key (tra_ ) can see every team.
Copy the key somewhere safe. For security reasons, TeamRetro will only show it to you once.

[SCREENSHOT: API & SCIM settings page with the Create API Key button highlighted]

How to connect TeamRetro to Zapier

In Zapier, create a new Zap and search for TeamRetro as the trigger or action app
When prompted, select Connect a new account
Paste in your API key
Choose your Region — select EU if your TeamRetro account is hosted in the European Union, otherwise select US
Select Yes, Continue. Zapier will test the connection.

[SCREENSHOT: Zapier account connection dialog showing API key and region fields]

How to build your first Zap

Let's send an email summary whenever a retrospective completes:

Create a new Zap
For the trigger, choose TeamRetro —> Retrospective Completed
Select your TeamRetro account and select Test trigger. Zapier will show a sample retrospective. (Tip: complete a retrospective in TeamRetro first so there's real data to test with.)
For the action, choose Gmail —> Send Email
Use the fields from the trigger — the retrospective's title, team and date — to fill in the subject and body
Test the action, then Publish your Zap

[SCREENSHOT: completed two-step Zap in the Zapier editor]

That's it — from now on, every completed retrospective sends the email automatically.

What triggers are available?

Category	Triggers
Meetings	Retrospective created / completed, Health check created / completed, Estimation created / completed
Actions	Created, updated, completed, assignee changed
People	Kudos created, team member invited

Tip: you can also add TeamRetro search steps to a Zap — for example, look up a team or find a retrospective — and use the results in later steps.

Troubleshooting

"We couldn't connect your account" — check the API key was copied in full, and that the region matches where your TeamRetro account is hosted (EU accounts use eu.teamretro.com).
The trigger test finds no data — perform the event once in TeamRetro (e.g. complete a retrospective) and test again.
403 errors on an action — your API key's scope may not cover it. Team-scoped keys can't access account-level data.

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TeamRetro ✖️ Zapier

How to set up the Zapier integration

Video walkthroughs

How to connect Zapier to TeamRetro

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