Posting to the AllClients API from a Zapier Trigger

In this example, I’ll walk you through adding a contact to the system using the AllClients API from Zapier.   This assumes you have some experience with Zapier, so I won’t go into all of the details of creating a Zap.

The example connects to a Google Sheet and adds a contact if any new rows are added to the spreadsheet.

After you’ve connected Zapier to your spreadsheet as the “Trigger/Source”, you’ll add an Action called Webhooks.

 

Then, select POST as the Create option

Then, fill in the following information.  This example uses the “AddContact” endpoint, but it could be any AllClients API Function.   Just make sure you read the documentation and include all required fields.   Remember that you can use API Authentication (using the Account’s API Key), or use your master keys.

  • Use your server’s base URL
  • Payload type must be form
  • All fields are in the Data section.  We do not use Basic Auth or Headers
  • You must add field called response_type and set it’s value to json.  The default value in the API is XML, and Zapier does not read that data properly back in the response.

 

 

After saving and running a test, you should see some kind of success message back from the API.

Custom ClientTouch Actions & Custom Action Set Actions

We’ve got two new features in beta testing:

Custom ClientTouch Actions

and

Custom Action Set Actions

Each allows you, as the developer, to create configurable actions within each area of your White Label system.

Let us know if you have questions or feature requests in each area.  We are looking forward to your feedback and enhancing these functions further to make them more powerful or you.