Connect Zapier

Link your phone system, forms, email lists and accounting to the system through Zapier's apps, with no code.

WhereSettings›System›Connections›Phone›Zapier

Zapier connects the system to thousands of other apps. A Zap starts when something happens here (a new lead, a quote signed, an order booked, a payment) or makes something happen here (create a contact or a lead, add a task or a note, log a call or a text).

Steps

  1. Open Settings, System, Connections, Phone. On Connect with Zapier, press Open in Zapier and accept the invite.
  2. Open Settings, System, Connections, API and webhooks, API keys, and press New key. Name it Zapier and pick the role its Zaps need (Sales covers leads, contacts, quotes and texts; pick a role that sees payments for an accounting Zap). Press Make the key.
  3. Copy the key. It is shown once.
  4. On the same page, under Using the API, copy the Address.
  5. In Zapier, make a Zap and choose High Stakes CRM. When it asks to connect, paste the address and the key.
  6. Pick a trigger or an action and map the fields. While you build, Zapier shows your three newest real records as samples.

Ideas

  • Log every call from your phone system: your phone app's call trigger, then Log Call. The call lands on the contact with that number. Give it the call's own id so a retry never logs it twice.
  • Leads from Facebook or Google forms: their new-lead trigger, then Create Lead.
  • Post payments to Xero: Payment Received (a refund arrives as a negative amount), then Find Order for the order number.

Good to know

  • Every Zap reads and writes as the key's role, and the activity log names the key.
  • Revoke the key and every Zap using it stops at once.
  • A text sent from another app through a Zap does not pass this system's client messaging checks. Turn such a Zap on only when every record it fires for should get that text.
  • QuickBooks Online does not need Zapier: see Connect QuickBooks.
  • Make, n8n and similar tools work without the Zapier app: see API keys and Webhooks.

If something goes wrong

  • There is no Connect with Zapier card. The card shows once your Zapier invite link is set. Ask whoever set up your system, or use Zapier's own Webhooks step with an API key meanwhile.
  • A Zap is refused with a reason. The reason is the system's own words: usually the key's role may not do that, or a dropdown value is not on your list.
  • API keys is not there. Simple mode hides it. See Simple mode.
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