# HYROS Installation: Zapier

## OVERVIEW

Zapier connects HYROS with 5,000+ apps. Use this when you need to send data to HYROS from platforms that don't have a direct integration.

**Ask user first:** "What are you trying to connect to HYROS via Zapier?" - this determines the best Zap setup.

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## REQUIREMENTS - Collect Before Starting

| Item | Ask User |
|------|----------|
| Zapier Account | "Do you have a Zapier account?" |
| HYROS API Access | "Do you have access to HYROS API settings?" |
| Source App | "What app are you connecting FROM? (e.g., Typeform, ActiveCampaign, etc.)" |
| Data Type | "What data are you sending to HYROS? (leads, sales, custom events)" |

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## STEP 1: Create Zap with Trigger App

**If automating:**
In Zapier, create a new Zap. Select the trigger app (the source platform). Choose the trigger event (e.g., "New Form Submission", "New Contact", "New Order"). Connect and test the trigger.

**If guiding user:**
1. "Go to Zapier and click 'Create Zap'."
2. "Search for your trigger app (the app sending data)."
3. "Select the trigger event (e.g., 'New Form Submission')."
4. "Connect your account for that app."
5. "Test the trigger to make sure it works."

→ Confirm: "Is your trigger configured and tested?"

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## STEP 2: Add HYROS as Action (via Webhook)

**If automating:**
Add an action step. Search for "Webhooks by Zapier". Select "POST" as the action. Configure the webhook to send data to HYROS API.

**If guiding user:**
1. "Click '+' to add an action."
2. "Search for 'Webhooks by Zapier'."
3. "Select 'POST' as the action event."

→ Confirm: "Did you add the webhook action?"

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## STEP 3: Configure Webhook Settings

**HYROS API Endpoint:** Get from HYROS → Settings → API

**If automating:**
Configure the webhook:
- URL: HYROS API endpoint
- Payload Type: JSON
- Data: Map email, phone, and other fields from trigger

**If guiding user:**
1. "Set the URL to your HYROS API endpoint."
2. "Set Payload Type to 'JSON'."
3. "In the Data section, map fields from your trigger:"
   - email → (select email field from trigger)
   - phone → (select phone field from trigger)
   - Add other relevant fields
4. "Add your API key to the Headers if required."

→ Confirm: "Is the webhook configured?"

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## STEP 4: Test and Publish

**If automating:**
Run a test to verify data flows to HYROS. If successful, publish the Zap.

**If guiding user:**
1. "Click 'Test' to send a test record to HYROS."
2. "Check HYROS to verify the data came through."
3. "If successful, click 'Publish' or 'Turn On' to activate your Zap."

→ Confirm: "Is the Zap live and working?"

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## COMMON USE CASES

### Lead Form Integration
Connect form tools (Typeform, JotForm, Gravity Forms) to send leads to HYROS when forms are submitted.

### CRM Integration
Sync contacts from your CRM (ActiveCampaign, HubSpot, Salesforce) when specific tags or stages are reached.

### Scheduler Integration
For schedulers without native HYROS integration, use Zapier to send booking data.

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## TROUBLESHOOTING

### Webhook errors?
- Check API endpoint URL is correct
- Verify authentication/API key is included
- Ensure JSON payload is properly formatted

### Data not appearing in HYROS?
- Check Zap task history for errors
- Verify field mapping matches HYROS requirements
- Make sure the Zap is turned on

### Test works but live fails?
- Check trigger app is connected with proper permissions
- Verify production data matches test data format

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## Source
Synced from: docsContent.ts (zapierGuide)
Last synced: 2026-01-03