Zapier is loved by hundreds of thousands of users — and for good reason. It helps you automate repetitive tasks by connecting your favorite apps, and now you can bring Whale into that powerful ecosystem!
By integrating Whale with Zapier, you can streamline workflows, sync data across platforms, and boost productivity without writing a single line of code.
🧩 Popular Use Cases
Automatically send new Whale card assignments to Slack or Microsoft Teams
Log checklist completions in a Google Sheet
Trigger a Whale training flow when a new user is added to your CRM
Share Whale updates in Trello, Notion, or Traction Tools
🔄 How to Set It Up
Step 1: Get Your Whale API Token
In Whale, go to Workspace Settings > Workspace Management
Scroll to the Integrations section
Under Zapier, click Generate Token
A pop-up will appear with your Workspace (Tenant) Name and Token
🔐 Keep this open — you’ll need it in Zapier
Step 2: Visit Whale’s Zapier Integration Page
Here, you’ll be able to set up your first “Zap” — an automated workflow between Whale and another app.
Step 3: Build Your Zap
Select your Trigger App (e.g., Traction Tools, Slack, Teams)
Choose your Action App as Whale
Click Try It and follow the instructions
Use the Token and Workspace Name from Step 1 to connect Whale
Complete your setup by logging into the other tool (e.g., Traction Tools)
✅ Example: Connect Whale + Traction Tools
Trigger: A meeting is scheduled in Traction Tools
Action: Assign a card or playbook in Whale to the meeting owner
You can set up similar flows with Microsoft Teams, Salesforce, HubSpot, Airtable, and hundreds of other tools.
🔗 Need Inspiration?
Browse pre-built Zaps or create custom ones at:
With Whale and Zapier working together, you can turn manual work into automated magic — freeing up your team to focus on what matters most.