Zapier Integration Guide

Connect your account with Zapier to automate workflows without writing any code. This guide walks you through everything you need to get started.

Prerequisites

Active account with API access enabled.
A Zapier account (free or paid).
API token – generate from Settings → API.

Step‑by‑Step Setup

1. Create a Zapier App

In Zapier, click Make a Zap, then search for "YourAppName" and select it.

2. Connect Your Account

When prompted, paste your API token.

curl -X POST https://api.yourapp.com/v1/auth \
-H "Authorization: Bearer YOUR_API_TOKEN"

3. Choose a Trigger

Available triggers include:

New Record Created
Record Updated
Deleted Record

4. Map Fields

Select the fields you want to send to the next action in your Zap.

5. Test & Activate

Run a test to ensure data flows correctly, then turn on your Zap.

Sample Zap: Create a Ticket in Support System

This example shows how to create a support ticket whenever a new lead is added.

{
  "trigger": "new_lead",
  "action": {
    "endpoint": "https://support.example.com/api/tickets",
    "method": "POST",
    "headers": {
      "Authorization": "Bearer {{api_key}}",
      "Content-Type": "application/json"
    },
    "body": {
      "subject": "{{lead.name}} - New Lead",
      "description": "{{lead.details}}",
      "priority": "high"
    }
  }
}

Frequently Asked Questions

How do I locate my API token?

Navigate to Settings → API and click Generate New Token.

Can I limit Zapier access to specific resources?

Yes. Create a scoped token with permissions limited to the required endpoints.

What rate limits apply?

Standard API rate limit is 120 requests per minute. If you need higher limits, contact support.

Need Help?

Visit our Support Center or email support@yourapp.com.