Zapier integration

Zapier lets you connect NeetoCRM to thousands of other applications. Automated connections called Zaps can be set up in minutes with no coding to automate your day-to-day tasks and build workflows between applications. Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically.

Here is the NeetoCRM and Zapier integration page.

Getting Started with Zapier

Sign up for a free Zapier account first. You need to create a Zap to connect NeetoCRM with any other app on Zapier. Here is a video on how to create a Zap using NeetoCRM.

If you have any additional questions about Zapier, you can open a ticket with Zapier Support.

API Key

The NeetoCRM Zapier app requires an API Key for authenticating any request it makes to NeetoCRM. Follow these steps to generate an API Key:

1. Go to the Admin Panel.

2. In the Integrations section, click on Zapier.

3. Now, click on Connect Zapier.

4. Enter a label for the new Zapier API Key and click on Generate API Key.

5. Copy the API Key that is shown in the green box. This API Key will not be made visible again. So make sure to save this somewhere secure in case the API key is needed again.

API Documentation

Authentication Test

Zapier will use this endpoint to see if the API Key provided to it can be used to authenticate its requests successfully.

GET /api/v1/integrations/zapier/authentication_test

Headers:

Authorization: Basic <API Key>

Output:

{
  "notice": "Successfully authenticated API Key."
}

Zapier Events

A Webhook or REST hook enables NeetoCRM to send data on new leads or deals to Zapier, in real-time. It can also be used on other platforms.

Subscribe

To start receiving data on new leads or deals, a request to subscribe should be sent to the following endpoint:

POST /neeto_integrations/zapier/subscriptions

Headers:

Authorization: Basic <API Key>

Body:

{
    "zapier_subscription": { 
        "options" : {
          "url": /* URL to which new leads or deals are to be sent */,
          "event": "new_lead"  /* or "new_deal" */,
        },
        "subscription_for": "Zapier"
    }
}

Sample Output:

{
  "notice": "Successfully subscribed to neetoCRM",
  "id": "25934bd9-8742-4eb1-841e-6a78de0c4542"
}

Once subscribed, NeetoCRM will send data on any new lead or deal that is created through a POST request. The POST request will be sent to the value of zapier_subscription.options.url, provided in the request body of the Subscribe request.

Sample Data:

{
  "lead_name": "Harvey Stinson Lead",
  "deal_name": "NeetoCRM Deal",
  "contact_name": "Harvey Stinson",
  "company_name": "Neeto LLC",
  "email": "[email protected]",
  "phone_number": "+1 432 223 2112",
  "smart_email": "[email protected]",
  "owner_name": "Oliver Smith",
  "status": "Open",
  "source": "Import"
}

Unsubscribe

To stop receiving data on new leads or deals, a request to unsubscribe should be sent to the following endpoint:

DELETE /neeto_integrations/zapier/subscriptions/<API Key>

Headers:

Authorization: Basic <API Key>

Sample Output:

{
   "notice": "Successfully unsubscribed to neetoCRM"
}

Leads List

Get a list of recent leads from NeetoCRM. This enables Zapier to get sample data from NeetoCRM, during the creation of a Zap.

GET /api/v1/integrations/zapier/leads?page_size=3&page=1

Query Parameters:

• page_size - This is the number of leads to be returned per page. The default value is 5.

• page - This is the page number to be returned. The default value is 1.

Headers:

Authorization: Basic <API Key>

Sample Output:

[
  {
    "lead_name": "Harvey Stinson Lead",
    "deal_name": "NeetoCRM Deal",
    "contact_name": "Harvey Stinson",
    "company_name": "Neeto LLC",
    "email": "[email protected]",
    "phone_number": "+1 432 223 2112",
    "smart_email": "[email protected]",
    "owner_name": "Oliver Smith",
    "status": "Open",
    "source": "Import"
  }
]

Deals List

Get a list of recent deals from NeetoCRM. This enables Zapier to get sample data from NeetoCRM, during the creation of a Zap.

GET /api/v1/integrations/zapier/deals?page_size=3&page=1

Query Parameters:

• page_size - This is the number of deals to be returned per page. The default value is 5.

• page - This is the page number to be returned. The default value is 1.

Headers:

Authorization: Basic <API Key>

Sample Output:

[
  {
    "lead_name": "Harvey Stinson Lead",
    "deal_name": "NeetoCRM Deal",
    "contact_name": "Harvey Stinson",
    "company_name": "Neeto LLC",
    "email": "[email protected]",
    "phone_number": "+1 432 223 2112",
    "smart_email": "[email protected]",
    "pipeline_name": "Sales Pipeline",
    "owner_name": "Oliver Smith",
    "price": "₹ 1618000",
    "status": "In progress",
    "stage": "Proposal Made"
  }
]