Developers
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Set your API contextPick a region and space ID once. Every sample fills in your base URL.
Where do I find these?

In Coevera: open your space's API application and choose Show Access. It shows the space ID and the base URL, whose host starts with your region.

From the API: if you know the space ID, the discovery endpoint GET /api/discovery/spaces/{space_id} returns its region and base URLs, without credentials.

Only the region and space ID are kept, in this browser. Never paste a key or password here.

More in the quickstart

IntegrationsZapier

Zapier

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The Coevera app on Zapier, with its 16 triggers, 17 actions, 9 searches and 7 search-or-create steps, how it signs in, and where it stops.

Answer

The Coevera app on Zapier has 16 triggers for new and updated accounts, appointments, contacts, custom entities, leads, opportunities, products and tasks, 17 create and update actions, 9 searches and 7 search-or-create steps. It signs in with an API application's user name and password, the service URL and the space ID.

This page describes the public listing at zapier.com/apps/coevera/integrations. Zapier publishes the app as Coevera.

Connect Coevera to Zapier

  1. In Coevera, create an API application for Zapier and give it the permissions your Zaps need. The quickstart shows where to create it.
  2. Select the application and open Show Access. Keep the dialog open: it shows the four values Zapier asks for.
  3. In Zapier, connect the Coevera app and enter the application's user name and password, the space ID and the service URL.

Use a separate API application for Zapier, so you can change its permissions or its password (authentication) without touching your other integrations.

Triggers

Sixteen triggers, a New and an Updated trigger for each of these record types:

Record type Triggers
Account New Account, Updated Account
Appointment New Appointment, Updated Appointment
Contact New Contact, Updated Contact
Custom Entity New Custom Entity, Updated Custom Entity
Lead New Lead, Updated Lead
Opportunity New Opportunity, Updated Opportunity
Product New Product, Updated Product
Task New Task, Updated Task

Actions

Seventeen actions:

  • Create (9): Account, Appointment, Contact, Custom Entity, Lead, Opportunity, Product, Product Line Item, Task.
  • Update (8): Account, Appointment, Contact, Custom Entity, Lead, Opportunity, Product, Task.

Searches

  • Find (9): Account, Appointment, Contact, Custom Entity, Lead, Opportunity, Owner, Product, Task. Find Owner looks up a Coevera user, for example to set the owner of a new record.
  • Search or create (7): Account, Appointment, Contact, Lead, Opportunity, Product, Task. The step finds a record, or creates it when none matches.

Where it stops

The app has no delete actions, no business actions such as qualifying a lead or moving an opportunity to another step, and no steps for quotes, projects or documents. For those, call the API, or use Zapier's own HTTP steps with an API application's credentials. See Integration platforms for how the options compare.