Zapier is an automation software that uses webhooks to push and pull information between various systems. Using this information, automations can then be created between your CoreBridge system, and a variety of other systems. 

Table of Contents

• Benefits of Integrating with Zapier
• How to Integrate CoreBridge Classic with Zapier
• Available Triggers
• Available Actions

Benefits of Integrating with Zapier

• Easily create automations for all simple tasks
• Create automations that automatically update your CoreBridge system based on outside system updates
  • Example: An automation that creates a new contact in your CoreBridge system when it is added to a spreadsheet
• Create automations that do repetitive outside tasks based off of changes in your CoreBridge system
  • Example: An automation that sends out an email to any new contacts created in your CoreBridge system

How to Integrate CoreBridge Classic with Zapier

To integrate your CoreBridge system with Zapier, navigate to Management / Global Settings / Services.

1. Select Click here for access to the CoreBridge Classic Zapier App. 

This will redirect you to an invitation page that allows you to accept the invitation and begin building your automations.

Note: If the CoreBridge Classic Zapier Integration is not present, please reach out to support@corebridge.net to have it enabled in your system. If the link does not work, or is not present, please reach out to support@corebridge.net for an invitation.

Available Triggers

In Zapier, a Trigger is the event that begins an automation. Once you have access to the CoreBridge Classic Zapier App, Integration Settings will then be available, where you will enable or disable triggers and paste your Zapier Webhook URL's so the two systems can interact with each other. 

To edit these settings, navigate to Management / Global Settings / Services. 

1. Click Integration Settings.

In your CoreBridge Classic Zapier Integration Settings, there are currently four triggers that CoreBridge offers. 

a. Contact Created - fires when a new contact is created in CoreBridge.

    Example: Automatically start workflows when a new contact is added, such as sending welcome emails or updating CRM records. 

b. Contact Updated - fires when an existing contact is updated in CoreBridge. 

    Example: Track changes to contact information and trigger follow-up actions like notifications or data syncing.

c. Customer Created - fires when a new customer is created in CoreBridge.

    Example: Automate tasks that should happen when a new customer record is added, such as a sales notification.

d. Customer Updated - fires when an existing customer is updated in CoreBridge.

    Example: Respond to customer data changes with alerts, updates in other systems, or analytics tracking. 

To connect these triggers with your CoreBridge Classic Zapier App, you will need to create a new Zap in the app.

When creating the Zap, select the CoreBridge trigger you would like to connect as the Zap's Trigger Event, and then navigate to the Test tab. 

Within the Test tab, there will be "Your webhook URL" that can then be copied. 

After copying, you will then need to paste this link in your CoreBridge Classic Zapier Integration Settings in the Zapier Webhook URL field for the appropriate trigger.

Note: Using the checkmark fields next to each trigger, you can select whether or not you would like the trigger to be enabled. Triggers that have a Zapier Webhook URL and are enabled will allow Zapier to pull the appropriate information from your CoreBridge system.

Available Actions

Using the CoreBridge Classic Zapier App, you can automate a variety of tasks in your CoreBridge system through Actions.

These actions are based on the CRUD model — Create, Read (Find), Update, and Delete — which represent the four key ways data can be managed between systems.

In CoreBridge, these Actions allow your Zaps to:

• Create new records such as Customers, Contacts, or Orders

• Read (Find) existing records to retrieve information

• Update existing records when changes occur in another system

• Delete (Void or Inactivate) records as part of an automated process

Together, these functions give you the ability to maintain accurate, synchronized data between CoreBridge and your connected apps.

For more information on Order CRUD, please see CoreBridge Classic Zapier App - Order CRUD.

Note: All required fields must be referenced by the Trigger or previous Action in Zapier for the action to work correctly. 

Create Order

Creates a new Order or Estimate in your CoreBridge system.

Note: Orders are limited to 5 line items when created through Zapier. If you need to include more than 5 line items, please contact support@corebridge.net  for additional API options.

Required Fields:

• External Id – Unique identifier from the system where the Order originated.

• Account Id – The Account/Customer the Order or Estimate belongs to.

• Description – Description of the Order or Estimate.

• Contact Id – Contact associated with the Order or Estimate.

  • Must be linked to the same Account/Customer.

• Order Due Date – The date the Order or Estimate is due.

• Is Shipping Taxable – Use 1 for Yes or 0 for No.

• Shipping Address:

  • Country

  • Shipping Type

• Line Item – Can be empty if there are no products included.

Optional Fields:

• Is Estimate – Leave blank if creating an Order.

• Shipping

• Tax Price

• Order Notes

Optional Shipping Address Fields:
Name, Company Name, Phone, Address, Address2, City, Postal Code, Postal Code Extension, State

Optional Line Item Fields:
Description, Taxable Amount, Non-Taxable Amount, Part Notes, Part Text

Find Order

Retrieves detailed information for a specific Order or Estimate in CoreBridge.

Required Field:

• Order/Estimate Id – Unique identifier of the Order or Estimate.

Optional Fields:

• None

Note: This action can be used to locate and pull existing Order data into your workflow for review or updates.

Update Order

Modifies an existing Order or Estimate in CoreBridge.

Required Field:

• Order/Estimate Id

Optional Fields:

• Description

• Contact Id

• PO Number

• Notes

• Is Note Important

Note: If you include any Shipping Address fields, both Country and Shipping Type must also be provided.

Optional Shipping Address Fields:
Name, Company Name, Phone, Address1, Address2, City, Postal Code, Postal Code Extension, State

Void Order

Cancels an existing Order or Estimate in your CoreBridge system.

Required Field:

• Order/Estimate Id

Optional Fields:

• None

Note: This action allows you to automatically void an Order or Estimate through your Zapier workflow when certain conditions are met in another system.

Find Product

Retrieves information about a specific Product from CoreBridge.

Required Field:

• Product Id – Unique CoreBridge identifier of the Product.

Optional Fields:

• None

Note: This action is useful for checking Product details such as status or quantity before updating or voiding the record.

Update Product

Updates an existing Product within an Order in CoreBridge.

Required Fields:

• Product Id – Unique identifier of the Product.

• Product Status – The new status to apply to the Product.

Optional Fields:

• None

Note: Only the fields you provide will be updated; other existing data will remain unchanged.

Void Product

Cancels a Product within an Order in CoreBridge.

Required Field:

• Product Id – Unique identifier of the Product.

Optional Fields:

• None

Note: This action can be used in automations to void Products when an Order or external system change requires removal.

Create Contact 

Creates a new contact in CoreBridge.

Endpoint: ZapierV3Contact/Create

Required Fields:

• FirstName
• LastName
• Email
• AccountId

Optional Fields:

• Position
  
• PrimaryPhoneNumber
• SecondaryPhoneNumber
  

Create Customer 

Creates a new customer in CoreBridge.

Endpoint: ZapierV3Account/Create

Required Fields:

• CompanyName
• AccountTypeId (1 = Client, 2 = Prospect, 4 = Lead)
• ShippingAddress (must follow valid address structure)

Optional Fields: 

• LocationId
• CompanyPhone
• CompanyFax
• Website
• BillingAddress

Update Contact 

Updates an existing contact in CoreBridge.

Endpoint: ZapierV3Contact/Update

Required Fields:

• ContactID
• AccountID

Optional Fields:

• FirstName
• LastName
• Position
• Email
• PrimaryPhoneNumber
• SecondaryPhoneNumber
• PrimaryPhoneNumberExtension

Note: Only fields provided in the update will be modified.

Update Customer 

Updates an existing customer in CoreBridge.

Endpoint: ZapierV3Account/Update

Required Fields:

• AccountID

Optional Fields:

• CompanyName
• CompanyPhone
• CompanyFax
• Website
• BillingAddress
• ShippingAddress

Note: Only fields provided in the update will be modified.

Delete Contact 

Inactivates an existing contact in CoreBridge.

Endpoint: ZapierV3Contact/Delete

Required Fields:

• ContactId

Note: This is a soft delete that inactivates, but does not permanently remove the contact. The contact can be reactivated in your CoreBridge system.

Delete Customer  

Inactivates an existing customer in CoreBridge.

Endpoint: ZapierV3Account/Delete

Required Fields:

• AccountId

Note: This is a soft delete that inactivates, but does not permanently remove the customer. The customer can be reactivated in your CoreBridge system.

Find Contact 

Finds a contact by using one or more identifying fields.

Endpoint: ZapierV3Contact/Get

Accepted Parameters (at least one is required):

• Email (recommended)
• Id
• AccountId
• CompanyName

Note: At least one field must be provided. For best results, we recommend using email when using companyName or accountId.

Find Customer 

Finds a customer by using one or more identifying fields.

Endpoint: ZapierV3Account/Get

Accepted Parameters (at least one is required):

• CustomerId
• CustomerName

Note: At least one field must be provided.

Frequently Asked Questions

1. Question:  Where is the invitation for the new Zapier App?

Answer: To get started, CoreBridge Support must first enable the new Zapier integration in your system.

Once enabled, you can access the invitation link by navigating to:
Management > Global Settings > Services > CoreBridge Classic Zapier Integration. 

Then, click the link labeled Click here for access to the CoreBridge Classic Zapier App.

2. Question: Can the Endpoints for Zapier be used for outside API usage?

Answer: Yes, they can - provided that the system’s licensing includes the Enable API ZapierV3 option.

If this option is not enabled, or if the new ZapierV3 endpoints are not functioning as expected, please contact