Zapier is a powerful integration tool that helps automate workflows by connecting different apps and services. Within CoreBridge, specific events can trigger automated actions. This streamlines routine tasks and helps reduce the risk of manual errors.

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 support@corebridge.net.

3. Question: How can I avoid creating duplicate Contacts when utilizing Zapier?

Answer: When available, the Contact ID should always be used to search for or select a Contact.

If the Contact ID is not available, be sure to search or select using both the Contact’s email address and their company name or company ID to ensure accurate results.

4. Question: Will the new Zapier App support Estimate and Order Creation?

Answer: Zapier now allows you to automate and manage Orders, Estimates, and Products directly from your Zapier workflows. Using these actions, you can create, update, or void records in CoreBridge as part of your automated processes. For more information, please see CoreBidge Classic Zapier App - Order CRUD.

5. Question: Where can I find the required and optional fields for a Zapier Action?

Answer: The required and optional fields can be found in the following article - CoreBridge Classic Zapier Actions.

6. Question: Where can I find my Zapier API Key and Account Name?

Answer: The API Key and Account Name are both located under Management / Global Settings / Services / CoreBridge Classic Zapier Integration.