Webforce - Zapier Api Doc

Welcome to the integration guide for connecting your Webforce CRM with Zapier This integration enables you to process the following triggers from Zapier:

contact-created
order-completed
approved-transaction
customer-created
transaction-declined
refund-applied
survey-completed
subscription-canceled

Getting the API Token

Webforce uses bearer authentication to authenticate requests. You will need to include Authorization: Bearer <API Access Token> in the header for all requests.

Before you get started, you will need to generate an API access token

POST: https://{{subdomain}}.webforcehq.io/api/login

Example Request:

curl --location 'https://{{subdomain}}.webforcehq.io/api/login' \
--header 'X-Requested-With: XMLHttpRequest' \
--header 'Accept: application/json' \
--header 'Content-Type: application/json' \
--data-raw '{
    "email": "admin@webforcehq.com",
    "password": "secret",
    "integration": "zapier"
}'

Example Response:

{
    "data": {
        "token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiJ9.eyJhdWQiOiIxIiwianRpIjoiYzVkMzYzYTMyN2ZiMTYzOTkyN2Q2ZGI3YTE5NDliNGQxZGRiODFlYTU3N2MyZjM1Zjc2ZmE1ZmZmMmU2NGY0MGZmOTQyOTk5NmViNTY5MTQiLCJpYXQiOjE3MjQ5NDM1ODQuODQ4ODI5LCJuYmYiOjE3MjQ5NDM1ODQuODQ4ODMyLCJleHAiOjE4ODI3MDk5ODQuODM5NDkzLCJzdWIiOiIxIiwic2NvcGVzIjpbXX0.KfxRT-aYJ5zGaJNb32o5hChf0Muyur9VjSzjKFTH_VBGyLRcsolnD_RUchzw8WNlpmKXWa-VQFg7zuLyjNRQ5xg8ToCinE6jCgwnOLS_clzkAIcGPEq6uIA68aUJJ_f_IT9x-mAtMsRwqVaTRxDIg7brqY5GQ4fO8sJWSFuxpOC51q95dsCD6FQMRypV2sLEjiY5Wzg9KvBxjFp2b-uHwd91p3C7MkrbKUGxVaRtyF4sQEfbLo4o8ewSS_IU92ujS305Miu1Uzbr1NHYlgd0eAByJioEU9CuKmW-uwhXGB6IL50xd7PfXwlEulLUAJXSIQp6kb60unXFHygw6-_BueecaNUBbUoxKoApHNRzesUMOM3EauDyJwtLYE5xbBF6055gMckICX0W-aTKcTaIDdA2Jp9v-WebcYCTKE9icsL543D-noRjinIKS98miYjgKhaL1d6qlRu1EgP5FT1EVcG8MEbDKVgiUI4W-LUxY9jhpkkoD4GXih3uBfPhiBT4JP0XpYMY7RjqxLRSLlJvsgl76jVU0yLdtkpUnq9vidigAHfQL7UVWXg5GLaBB3Qu-mnfdZqdJr81Jpce-gVtAA5L3cqY5GJ2eHWacqbRhtHvf7S_D5zRqM61nR-p1RK_mQf3ToIBq9aCkowLu12weNJjIIRO91YdWVC-KNX_ULI",
        "expires": 1882709984,
        "user": {
            "id": "e37dbff8-5286-4f1a-9991-9c6eed8dd51d",
            "type": "employee",
            "name": "WebforceHQ Admin",
            "last_name": "Admin",
            "lifetime_value": 0,
            "email": "admin@webforcehq.com",
            "created_at": "2024-08-21 15:25:35",
            "accept_leads": 1,
            "team": {
                "id": "35af67c0-405f-42f3-9086-12a9249557b3",
                "name": "Team enim dicta mollitia voluptate Team #1724271975",
                "free_for_all_interval": 0
            },
            "is_leader": false,
            "dashboards": [
                {
                    "name": "main",
                    "favorite": false,
                    "default": false
                },
                {
                    "name": "agent_sales",
                    "favorite": false,
                    "default": false
                },                
                {
                    "name": "default",
                    "favorite": true,
                    "default": false
                },
                {
                    "name": "set_up",
                    "favorite": true,
                    "default": true
                },
                {
                    "name": "funnels",
                    "favorite": false,
                    "default": false
                }
            ],
            "date_format": "DD/MM/YYYY",
            "language": "en",
            "contact": {
                "id": "1a17ef1e-5d67-479f-846e-660f8036f755",
                "name": "WebforceHQ Admin",
                "email": "admin@webforcehq.com",
                "first_name": "WebforceHQ",
                "last_name": "Admin",
                "lifetime_value": 0,
                "created_at": "2024-08-21 15:25:35",
                "is_customer": true,
                "thumbnail": null,
                "last_purchase": null
            },
            "permissions": [
                {
                    "id": "817c2d98-5ffb-11ef-97bf-02420a050002",
                    "name": "access_addresses_ui"
                },
                {
                    "id": "81fdeeb2-5ffb-11ef-97bf-02420a050002",
                    "name": "accept_block_leads_for_team_agent"
                },
                {
                    "id": "81fe8238-5ffb-11ef-97bf-02420a050002",
                    "name": "set_gateway_as_default"
                },
            ],
            "roles": [
                {
                    "id": "8503e57a-e3af-4cb4-91dc-ab009e098814",
                    "name": "Super admin",
                    "role": "super_admin",
                    "system": true,
                    "user_count": 0
                }
            ],
            "manageable_roles": [
                "super_admin",
                "admin",
                "sales_manager",
                "sales",
                "appointment_setter",
                "marketing_manager",
                "marketing",
                "customer_service_manager",
                "customer_service"
            ],
            "max_quick_refund_percentage": 100,
            "company": {
                "id": "168fe63c-1f58-4a92-a0c3-c1e9c0acac52",
                "name": "webforce",
                "created_at": "2024-08-21T20:24:50.000000Z",
                "company_country": "US"
            },
            "teams_in_charge": [],
            "status": "active",
            "deactivated_at": null
        },
        "setup_finished": true
    }
}

Create a new webhook subscription

To create a subscription you need to make a request with the following required params.

POST: https://{{subdomain}}.webforcehq.io/webhooks/zapier/subscribe

target_url - A string value that contains the hook url
event - A string value that should contains the event name from the following list
- contact-created
- order-completed
- approved-transaction
- customer-created
- transaction-declined
- refund-applied
- survey-completed
- subscription-canceled
integration - A string value that contains the name of integration “zapier”

Example Request:

curl --location 'https://{{subdomain}}.webforcehq.io/webhooks/zapier/subscribe' \
--header 'Content-Type: application/json' \
--header 'X-Requested-With: XMLHttpRequest' \
--header 'Authorization: ••••••' \
--data '{
    "target_url": "https://hooh-url.example",
    "event": "customer-created",
    "integration": "zapier"
}'

Example Response:

Delete webhook subscription

To delete a subscription you need to make a request with the following required params.

DELETE: https://{{subdomain}}.webforcehq.io/webhooks/zapier/unsubscribe

integration_channel_id - A string value with the uuid of channel
event - A string value with the name of event to unsubscribe
integration - A string value that contains the name of integration “zapier”

Example Request:

Example Response:

Perform Lists

To check for recent items, to provide sample data in the Zap Editor you need to make a request with the following structure.

POST: https://{{subdomain}}.webforcehq.io/webhooks/zapier/contacts

Example Request:

to check the rest of perform list endpoints you just need to change the last path of the endpoint with the following list

/customers
/contacts
/orders
/transactions-approved
/transactions-declined
/refunds-applied
/surveys-completed
/subscriptions-canceled

ClickToClose CRM

Webforce - Zapier Api Doc

Analytics

Getting the API Token

Create a new webhook subscription

Delete webhook subscription

Perform Lists

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