Automations

Zapier

With Zapier you can make CursusOffice talk to the apps you already use: a new customer can land in a spreadsheet, a payment received can create an invoice draft, an accepted quote can notify your team. It already works today with the "Webhooks by Zapier" modules.

What you can do

Receive CursusOffice events in a Zap: customer created, invoice issued, quote accepted, payment recorded, project created, product created, website request.

Create customers and DRAFT quotes and invoices from the data of any other app connected to Zapier.

Read customers, products, VAT rates, invoices, payments and projects with an API request.

Register and remove the address that receives the events by itself: one Zap, one address, without going through the interface.

How it works

In CursusOffice open Management → API and webhooks and create a token with the permissions you need (read, draft writing, webhook subscription).
In Zapier choose "Webhooks by Zapier" as the trigger, event "Catch Hook", and copy the address it gives you.
In CursusOffice add that address as a webhook and pick the events to receive; or let the Zap register it itself with an API request.
To read or create data use the "Webhooks by Zapier" action, custom request, towards the address of your CursusOffice space with the Authorization header and your token.

What you need

A Zapier account that includes "Webhooks by Zapier" (it is a premium Zapier app: check your plan on their website).
An API token created in Management → API and webhooks, with only the permissions you need.

Limits to know

The API always creates DRAFTS: issuing, numbering and sending an invoice stay an action of a person in CursusOffice.
Up to 120 requests per minute per token.
Events are delivered at least once and in no guaranteed order: use the event identifier to avoid duplicates.
The address that receives the events must be https and reachable from the Internet.
The official CursusOffice app for Zapier, with ready-made triggers and actions, is being prepared: today it is not yet in the Zapier directory.

Frequently asked questions

Do I need to code?

For simple cases, no: you use Zapier's modules. You only copy an address and a token. More elaborate cases may need some familiarity with web requests.

Can I issue an invoice from Zapier?

No. Zapier creates drafts. Issuing, which has tax effects, is always done by a person inside CursusOffice.

How is access protected?

The token has limited permissions, can expire and can be revoked at any time; requests travel over https and webhooks are signed, so the receiver can verify where they come from.

Can I also use Make or n8n?

Yes: they rely on the same webhooks and the same API. See the dedicated pages.

More integrations

All integrations

Related features

Integrations — Connectors, API and webhooks to link your tools.
Automations — When something happens, the work prepares itself.

Try it with CursusOffice

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