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Zapier - Access & permissions

Zapier - Access & permissions

Elevale uses Elevale API personal access token to read metrics from Zapier. Elevale does not modify data in the external system. Tokens and keys are encrypted server-side after validation.

Who can connect

  • Workspace admins and users with permission to manage Workspace Settings integrations.

  • Connections are managed from Workspace Settings → Integrations.

  • Requires [Business+] on your workspace plan.

What Elevale accesses

  • Read-only metrics exposed as KPI data points (see the Data points article).

  • Connection metadata (account IDs, property IDs, organisation tenants) needed for sync.

  • No write access to campaigns, repositories, accounting records, or CRM objects unless the provider API requires it for authentication only.

Recommended API token scopes

  • KPI automation: kpis:read, kpis:write

  • Tasks: tasks:read, tasks:write

  • OKRs: okrs:read, okrs:write

  • Wiki: wiki:read, wiki:write

  • Timeline: bd_logs:read, bd_logs:write

  • Chat: chat:read, chat:write

Disconnect and data retention