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Zapier

Connect Cord with thousands of apps without writing code.

Status

The Cord app for Zapier is on the way. In Settings › Integrations it shows as Coming soon and cannot be installed yet. When it is ready, the card will change to With an API key and this page will have the step-by-step guide.

Meanwhile you can connect Zapier with Cord today using Zapier’s generic modules, as explained below.

What the app will include

Type What you will be able to do
Instant triggers Quote created, sent, opened, approved, rejected or paid; partial payment; invoice paid; new client; or any Cord event.
Actions Create and update clients, create and send quotes, mark them paid and create tasks.
Searches Client by email or name, and quote by number.

How it will connect:

  1. Open Cord on Zapier and accept the invitation.
  2. Create a secret key with write access in Cord.
  3. In Zapier, create a Zap, choose Cord and paste the key when asked.

Each active Zap will create its own webhook in Cord, with a limit of 100 per organization separate from your plan’s endpoints, so your Zaps will not take slots.

Connect today with Webhooks by Zapier

Webhooks by Zapier is a Zapier app available on its paid plans.

Receive Cord events

  1. Create the Zap. In Zapier, choose Webhooks by Zapier › Catch Hook as the trigger and copy the URL it gives you.
  2. Register the endpoint in Cord. Turn on Developer mode (switch at the bottom of the Settings index), open Webhooks in the Developers panel, paste the Zapier URL and save.
  3. Choose the events, for example quote.approved.
  4. Send a test event. Click Test on the Cord endpoint and, in Zapier, Test trigger. Zapier shows the fields: event, data__folio, data__total, data__cliente, etc.
  5. Add the Zap actions and turn it on.

Each event carries id, event, created_at and data. If you register several events on one endpoint, add a Filter by Zapier or Paths step on the event field.

Zapier does not verify Cord’s signature. Treat the Catch Hook URL as a secret; if you think it leaked, delete the endpoint in Cord and create a new Zap.

Endpoints registered this way count toward your plan’s webhook limit: 16 on Free, Starter and Pro; 32 on Scale; 100 on Developer.

Create or update data in Cord

  1. In API, in the Developers panel, create a secret key with write scope.
  2. In your Zap add Webhooks by Zapier › Custom Request.
  3. Set Method (POST, PATCH or GET), URL (for example https://cordhq.app/api/v1/clientes), JSON Data and the Headers Authorization: Bearer + your key and Content-Type: application/json.
  4. Add the Idempotency-Key header with a unique value per operation (for example the id of the record that started the Zap) so a retry does not duplicate data.

The available requests are the same as in Make: find and create clients, create quotes, send, approve or mark them paid, and create tasks. The fields are in the developer documentation.

Examples

  • Quote paid → Google Sheets: Catch Hook with quote.paid → Google Sheets › Create Spreadsheet Row.
  • New lead in your form → client in Cord: your form app → Custom Request POST /api/v1/clientes.
  • Quote approved → new project: Catch Hook with quote.approved → Asana, Trello or ClickUp › Create task.

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