Zapier

Our Zapier integration works by calling a configured URL when a 'trigger' action occurs in the Product.

This configuration is managed in the main product via the Zapier admin tool. Once a trigger has been added, it's possible to test the URL by clicking the Test button.

The Triggers available are:

• New Contact

  • The data sent on contact creation is:

     {
         Id: contact.ContactID,
         FirstName: contact.FirstName,
         LastName: contact.LastName,
         Email: contact.Email
     }
    

• New Company

  • The data sent on company creation is:

     {
         Id: company.CompanyID,
         Name: company.Name
     }
    

• New Lead/New Potential/New Project/Project Win/Project Lost/Project Close/Project Update

  • The data sent on project creation is:

     {
         Id: project.ProjectID,
         Code: project.Code,
         Title: project.Title,
         Company: project.Company.Name
     }
    

• Budget Update

  • The data sent on fee change is:

     {
         Id: project.ProjectID,
         Fees: project.FeeValue
         Additionals: project.Additionals
         Total: project.FeeValue + project.Additionals
     }
    

    (The FeeValue on an AEC project is the sum of Live Stage Fees + Live Stage Expense Retention value + Live Stage Fee Retention value, the Additionals value is the sum of Externals belonging to Live Stages)