Connect Zapier

NeoKivo's Zapier app is a thin layer over the REST API: every trigger polls a /v1 endpoint, every action calls one. If you'd rather not go through Zapier, the same operations are documented on the REST API page.

Triggers

• New Deal — triggers when a new deal is created.
• Deal Stage Changed — triggers when a deal moves to a different pipeline stage.
• Action Due — triggers when a deal's next action is due, today or overdue. Includes "keep warm" actions anchored to a contact instead of a deal.

Actions

• Create Deal — title is required; value, stage name (defaults to your first stage), source, contact name/email, company name, and expected close date are optional. Company is found or created by name; contact is matched by email or created from the name you give.
• Create Contact — name is required; email, phone, job title, company name, and a note are optional.

Connecting

1. 1In NeoKivo, open Settings → Integrations and set up Zapier — this creates an API key named "Zapier" for you and shows it once.
2. 2Click "Open in Zapier" (the invite link, while the app is private) and paste the key into the connection's API key field.
3. 3Zapier tests the connection against NeoKivo, and labels it with your workspace name.

That key behaves like any other: it acts as whoever created it, and stops working if they leave the workspace. See API keys for what that means in practice, and revoke it there if you disconnect Zapier.