How-To GuideHeap
How to Set Up Automations in Heap
Heap doesn't have native automations, but you can connect it to Zapier or Make to automate cross-tool workflows.
Step-by-step
1
Set up a Zapier or Make account
Both Zapier and Make have free tiers sufficient for basic PM automations. Create an account and connect Heap as an app.
2
Choose your trigger app
Define what event in Heap (or another tool) starts the automation. Common triggers: new task created, status changed, comment added.
3
Define the action
Choose the destination app and action. Examples: create a Slack message, add a row to a spreadsheet, create a follow-up task in another tool.
4
Test and activate
Run a test in Zapier/Make to confirm the automation works end-to-end, then turn it on.
Pro tips
- Start with 1–2 automations that solve real pain points. Don't automate everything at once.
- With Zapier, use filters to prevent automations from firing when conditions aren't right.
- Audit your automations quarterly — remove ones that are no longer relevant.
About Heap
Learning curve
Moderate
Free tier
Yes
G2 score
4.4 / 5
Setup time
hours_to_days