Before you start
- Your plan includes the API (Growth, Pro or Social Agency).
- A Zapier or Make account.
The steps at a glance
1Tap Settings in the menu, then tap Developers & API in the "Jump to a section" row (or scroll down to the Developers box).
2Under Connect with Zapier or Make, tap Create Zapier key (or Create Make key).
3Tap Copy key, then I've saved it. It's shown only once.
4In Zapier or Make, add the CompanyFlowHQ app and paste the key when it asks you to sign in.
5Pick a trigger like “New lead” or “Invoice paid”, then what happens in the other app. Turn the Zap on.
What the code looks like
What it looks like Connection key (API key)Find it: Settings → Developers and API → Create Zapier key→Paste it: Zapier / Make → CompanyFlowHQ app → sign in
✅ How do I know it worked?
- Under Active triggers, your Zap appears with Last sent ….
⚠️ Common mistakes
Problem“Zapier and Make need a plan that includes the API.”FixUpgrade in Settings → Plan & billing.
ProblemYou lost the key.FixCreate a new one and revoke the old one.
