What is Zapier?
Zapier allows you to integrate Crelate with over 3,000 web services to perform lightweight automated tasks. Using triggers and actions, Zapier can help to automate components of your Crelate workflow. However, Crelate does not support creating or managing traditional webhooks directly through its user interface (UI) or API. Instead, triggers are registered to a user’s API key by integrations like Zapier. When you set up a Zap with a Crelate trigger and connect it using a Crelate API key, Zapier creates and registers these triggers automatically.
To set up a Zapier integration with Crelate:
Create a Zap in Zapier: Choose Crelate as the trigger application and select the desired trigger event.
Connect to Crelate: Use your Crelate API key to authenticate the connection.
Configure the Zap: Map the fields between Crelate and the target application to ensure data flows correctly.
Test the Zap: Run a test to confirm the trigger and action are working as expected. Note: The triggers created by Zapier will appear under the API Management section in Crelate only after the Zap has been triggered at least once.
Available Triggers - Triggers are events that occur in one app
New Contact
New Job
New Company
Updated Contact
Updated Job
Updated Company
Triggers can be configured to fire on the creation, deletion and update on the selected entity. Note: The triggers created by Zapier will appear under the API Management section in Crelate only after the Zap has been triggered at least once.
Available Actions- Actions are the events Zapier automatically performs in another app
Create Contact
Create Company
Create Job
Create Task
Create Note
Update Contact
Update Company
Update Job
Update actions will require a Crelate Id in order to know which record to update. This can either be hard coded into the Zap, kept as an external Id in the trigger app or retrieved from a search step with one of the following search methods: If your Zapier webhook or trigger is not showing in Crelate’s API Management list, ensure the Zap is connected to the correct Crelate user and API key, and confirm that the API key is active. Additionally, verify that the Zap has been triggered at least once to register the trigger and review field mappings in Zapier to ensure data flows correctly.
Available Searches
Find Job
Find Contact
Find Company
You can attempt to find a record in Crelate via name, email, Crelate Id or External Id. For information on creating a Zap, follow the link here: Creating a Zap. To maintain secure and effective integrations, keep API keys secure, use separate keys for different integrations, and regularly monitor the API Management section in Crelate to track active triggers.