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