Automation

Zapier integration

Use Zapier's Webhooks by Zapier action with your GraftPal API key to bring leads, jobs, invoices and payments into your Zaps, then send them anywhere Zapier connects to.

AvailableVia GraftPal APIScale plan
Category
Automation
Status
Available
Connection
Via GraftPal API
Plans
Scale plan

What it is

What is Zapier?

Zapier is a no-code automation platform. You build Zaps, workflows that run on a schedule or trigger, to move data between apps without writing code.

  • Connects to thousands of apps
  • Visual, no-code Zap editor
  • Schedules, filters, paths and formatting steps
  • Free plan available

What it does

What Zapier does with GraftPal

1

New leads to your team

Check GraftPal for new leads every few minutes and post them to Slack, Teams or email.

2

Paid invoices to your books

Find invoices marked paid and record them in your accounting app.

3

Jobs into your task list

Copy upcoming jobs into Asana, Trello or Google Calendar.

4

Weekly figures, automatically

Collect payments each week and add a summary row to a spreadsheet.

How it works

How Zapier works with GraftPal

Zapier requests your data from the GraftPal API on a schedule, then your Zap sends it to the apps you choose.

GraftPal

  • Leads
  • Clients
  • Jobs
  • Invoices
  • Payments
  • Services

Zapier

  • Any app in Zapier

How to connect

Connect Zapier in 4 steps

API access is part of the Scale plan. On Scale you can create API keys and connect Zapier; Starter and Growth workspaces can upgrade at any time.

  1. 1

    Create a GraftPal API key

    On the Scale plan, go to Settings β†’ API keys in GraftPal and choose Create API key. Give it a name you will recognise, copy the key and keep it somewhere safe. Keys are read-only and belong to one workspace; you can delete one at any time to cut off access.

  2. 2

    Start a Zap on a schedule

    In Zapier, create a Zap with Schedule by Zapier as the trigger (for example every hour).

  3. 3

    Request your GraftPal data

    Add a Webhooks by Zapier action, choose GET, enter the endpoint you need and add an Authorization header with your key.

    GET https://app.graftpal.com/api/v1/leads?status=new
    Authorization: Bearer YOUR_API_KEY
  4. 4

    Send it where you need it

    Add the next steps: a filter for new records, then Slack, Sheets, your accounting app or anything else. Test the Zap and turn it on.

API keys are read-only and belong to one workspace. You can see and delete them in Settings β†’ API keys, and access stops the moment a key is deleted.

Frequently Asked Questions

Zapier integration FAQ

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