How to Connect HARi to Zapier

How to Connect HARi to Zapier

Zapier lets you connect HARi CRM to over 6,000 apps — Gmail, Slack, Mailchimp, QuickBooks, Google Sheets, and more — without writing any code. HARi connects to Zapier through its webhook system: HARi sends events to Zapier, Zapier sends events back to HARi.

There is no dedicated HARi app in the Zapier directory yet — the integration uses Zapier’s built-in Webhooks by Zapier trigger and action, which works the same way and gives you full access to every HARi event.

What Is a Zap?

A Zap is an automated workflow in Zapier. Every Zap has:

• Trigger — The event that starts the workflow (e.g., “New contact created in HARi”)
• Action — What happens next (e.g., “Add subscriber to Mailchimp list”)

You can chain multiple actions together for more complex automations.

HARi to Zapier (outgoing): Triggering a Zap from a HARi event

This is the most common direction — something happens in HARi, you want to react in another app.

1. In Zapier, click Create Zap
2. For the trigger, choose Webhooks by Zapier > Catch Hook
3. Zapier gives you a unique webhook URL — copy it
4. In HARi, open Settings > Webhooks and click Add outgoing
5. Configure:
   • Name: e.g. “Zapier – New Contact”
   • Entity: the entity you want to watch (e.g. Contact)
   • Webhook URL: paste the URL Zapier gave you
   • Event: pick the event (After record save, After record create, etc.) — see Set Up Webhooks for the full list
6. Click Create outgoing webhook
7. Click Send test on the webhook row to send Zapier a sample payload
8. Back in Zapier, continue the Zap setup — Zapier now sees the sample payload and you can map fields into the next step

Zapier to HARi (incoming): Creating a HARi record from another app

If another app (Typeform, Google Forms, a website) should create records in HARi:

1. In HARi, open Settings > Webhooks and click Add incoming
2. Pick the entity to create (e.g. Contact) and configure field mappings (which fields in the incoming payload map to which HARi fields)
3. HARi gives you a unique receive URL and a signing secret (only shown once — save them)
4. In Zapier, add an action of type Webhooks by Zapier > POST and use the receive URL HARi gave you
5. Send the secret as the X-Webhook-Secret header so HARi can verify the call
6. Map fields from the trigger app to the JSON body
7. Test, then turn the Zap on

Popular Zap Examples

Trigger	Action	Use case
New contact in HARi	Send Slack notification	Alert the team in real time
Form submission (Typeform)	Create contact in HARi	Auto-capture website leads
Deal won in HARi	Create invoice in QuickBooks	Streamline billing
New contact in HARi	Add to Mailchimp list	Build marketing audience
Task overdue in HARi	Send email reminder	Ensure follow-through

Tips

• Start with one Zap — Get it working before building complex multi-step workflows
• Test with real data — Make sure the field mapping is correct before going live
• Monitor your Zaps — Check the Zapier dashboard periodically to catch any failures

Next Steps

• Set Up Webhooks
• What Is CRM Integration?
• What Is an API?