Zapier Integration
What it does
Section titled “What it does”HARi integrates with Zapier through webhooks and REST API, letting you connect your CRM to thousands of other business tools without writing code.
How it works
Section titled “How it works”HARi provides two building blocks for Zapier:
Triggers (HARi to other apps)
Section titled “Triggers (HARi to other apps)”Use HARi webhook workflows to send data to Zapier when something happens:
- Record created — a new contact, deal, or task is created
- Record updated — a field value changes
- Stage changed — a deal moves to a new pipeline stage
- Status changed — a record’s status changes (active, inactive, archived)
Actions (other apps to HARi)
Section titled “Actions (other apps to HARi)”Use Zapier’s HTTP/Webhook action to send data to HARi’s API:
- Create a record — add a new contact, company, or any entity
- Update a record — modify fields on an existing record
- Search for a record — find a record by field value
- Trigger a workflow — call a webhook endpoint to start a HARi workflow
Setup guide
Section titled “Setup guide”Step 1: Create a webhook workflow in HARi
Section titled “Step 1: Create a webhook workflow in HARi”- Go to Settings > Workflows > + New Workflow
- Set the trigger: e.g., “When an opportunity is created”
- Add action: Call Webhook
- Enter the Zapier webhook URL (from your Zap’s trigger step)
- Choose which fields to include in the payload
- Save and activate the workflow
Step 2: Create a Zap in Zapier
Section titled “Step 2: Create a Zap in Zapier”- In Zapier, create a new Zap
- For the trigger, choose Webhooks by Zapier > Catch Hook
- Copy the webhook URL and paste it into HARi (step 1 above)
- Test the trigger by creating a record in HARi
- Add actions in Zapier (send to Slack, create a Google Sheet row, send an email, etc.)
Step 3: Send data from Zapier to HARi
Section titled “Step 3: Send data from Zapier to HARi”- In Zapier, add an action step
- Choose Webhooks by Zapier > POST
- Enter your HARi API endpoint:
https://yourworkspace.haricrm.com/api/records/contact - Set the request body with the fields you want to create/update
- Add your API token in the headers:
Authorization: Bearer YOUR_TOKEN
Payload format
Section titled “Payload format”HARi webhook payloads are JSON:
{ "event": "record.created", "entity": "opportunity", "record": { "id": "...", "name": "New deal with Acme", "amount": 15000, "stage": "qualification", "owner": "Vincent" }, "timestamp": "2026-03-31T10:00:00Z"}Common Zaps
Section titled “Common Zaps”| Trigger | Action |
|---|---|
| New deal in HARi | Send Slack notification |
| New contact in HARi | Add row to Google Sheet |
| Form submitted (Typeform) | Create lead in HARi |
| Payment received (Stripe) | Update invoice status in HARi |
| New email subscriber (Mailchimp) | Create contact in HARi |
Retry policy
Section titled “Retry policy”HARi retries failed webhook deliveries up to 3 times with exponential backoff (1 minute, 5 minutes, 15 minutes). Failed deliveries are logged in Settings > Workflows > Execution Log.