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Zapier Overview

This document provides an overview of the WhiteLabelCRO Zapier integration capabilities.

What is the Zapier Integration

The WhiteLabelCRO.com Zapier app connects your credit repair CRM to thousands of apps through Zapier's automation platform. Zapier is a consumer of the Integration API, using the same endpoints, authentication, and data formats as n8n, Make, and custom integrations.

For a hands-on introduction, see the Zapier Quickstart Guide to connect your account and build your first automation in under 10 minutes.

Available Operations

Triggers (10)

Real-time webhooks via REST Hooks pattern: - client.created - New client enrolled - client.status_changed - Client stage transition - lead.created - New lead captured - invoice.created - New invoice generated - invoice.status_changed - Invoice payment status updated - payment.succeeded - Successful payment processed - payment.failed - Payment declined - affiliate.created - New referral partner added - document.uploaded - File attached to record - agreement.signed - E-signature completed

Actions (9)

Create and update operations: - Create Lead - Add new lead - Create Client - Enroll new client - Update Client - Modify client details - Update Client Status - Change client stage - Add Client Note - Attach note to client record - Update Lead - Modify lead details - Update Lead Status - Change lead stage - Create Affiliate - Add referral partner - Update Affiliate - Modify affiliate details

Searches (2)

Find-or-Create pattern support: - Find Client - Search by email, phone, client ID, or external ID - Find Lead - Search by email, phone, client ID, or external ID

Architecture

REST Hooks

Zapier uses the REST Hooks pattern for real-time event delivery: 1. When user enables a Zap, Zapier subscribes via POST /api/v1/webhooks/subscriptions 2. WhiteLabelCRO pushes events to Zapier's webhook URL in real-time 3. When user disables Zap, Zapier unsubscribes via DELETE /api/v1/webhooks/subscriptions/{id}

Authentication

  • API Key via X-Api-Key header
  • Single authentication field during Zapier connection setup
  • Keys generated from Settings > Setup > Third Party Settings

Getting Started

  1. Obtain API key from Settings > Setup > Third Party Settings in your CRM
  2. In Zapier, create a new Zap
  3. Search for "WhiteLabelCRO.com" app
  4. Enter your API key when prompted
  5. Select trigger or action and configure

Platform Compatibility

The same Integration API that powers Zapier also works with: - n8n - Open-source workflow automation - Make (Integromat) - Visual automation platform - Custom applications - Any HTTP client

All platforms use the same endpoints, authentication, and data formats.

Limitations

  • Triggers use REST Hooks (real-time) not polling
  • Rate limits apply (60 reads/min, 100 writes/min)
  • Some fields may require mapping from Zapier's field picker