To automatically create projects in OpusFlow, you can use our Create Project API. In this article, we will use Zapier to utilize this API. For example, you can use this to automatically load leads into OpusFlow from an external source.

Please note that using Zapier and APIs is advanced. Basic knowledge of Zapier and APIs is required.

Configure your data source in the trigger.

1. Use the 'Webhooks by Zapier' feature in Zapier

2. Select 'Custom Request'

1. Go to 'Action' and enter the details from the image below.

For all options, see our API documentation (click here).

2. In the 'data' section, there are static examples. Replace these with the variables from your data source (trigger).

Note! If you do not use an option, omit it from the code! Leaving it empty will cause the integration to fail, as OpusFlow always expects a value.

3. In the 'headers' section, enter the 'org_id' and 'secret', and copy the 'Content-Type' from the image.

You can request these details from your account manager or by contacting our support desk.

1. Click on 'Test'

2. In this menu, you can test the integration

3. Done! When you see a similar message, the project has been created in OpusFlow.

Note, if you send test data to OpusFlow, the data must be correct. Incorrect contact details, project information, etc., will not be accepted. If it still doesn't work, check your code for commas and formatting. You can also test the test data in our Postman documentation (click here), If it works via Postman, then the error is in the configuration of your Zapier.