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Zapier Integration

Zapier Overview

Last updated on September 7, 2025

Base URL

The base URL we are using for the current version of our Zapier endpoints is https://api.expertise.ai/v0/users this will be referred to as {{BASE_URL}}.
 

Authentication

This is the endpoint that Zapier calls when a user is attempting to log into Chatsimple.
It lives at {{BASE_URL}}/zapier.
Request:
const options = {
	url: '{{BASE_URL}/zapier',
	method: 'GET',
	headers: {
	'Content-Type': 'application/json',
	'Accept': 'application/json',
	'X-HTML-SNIPPET': html_snippet,
	'X-API-KEY': api_key,
	},
	
	};
	return z.request(options)
	.then((response) => {
	response.throwForStatus();
	const results = response.json;
	return results;
})
 
html_snippet contains the user_id and chatbot_id.
api_key is the api_key given by Chartsimple.
 

Response:

A successful call will authorize the user:
return {'status': 'success', 'user_id': user_id, 'chatbot_id': chatbot_id}, 200
user_id and chatbot_id are returned to make a connection label in Zapier.
 

Subscribe

This is the endpoint Zapier calls to subscribe to a webhook.
It lives at {{BASE_URL}}/zapier/subscribe.
Request:
const options = {

url: ' {{BASE_URL}}/zapier/subscribe',
method: 'POST',
headers: {
	'Content-Type': 'application/json',
	'Accept': 'application/json',
	'X-API-KEY': api_key,
	'X-USER-ID': user_id,
	'X-CHATBOT-ID': chatbot_id,
	'X-HOOKURL': bundle.targetUrl
}
};
return z.request(options)
	.then((response) => {
	response.throwForStatus();
	const results = response.json;
	return results;
});
 
html_snippet can be parsed for the user_id and chatbot_id.
api_key is the api_key given by Chartsimple.
bundle.targetUrl is the hook URL given by Zapier.
Response:
A successful call will subscribe the user:
const leads_list = leads.map(lead => ({
	created_on: lead.created_on,
	name: lead.name,
	email: lead.email,
	phone_number: lead.phone_number,
	questions: lead.questions
}));

return leads_list, 200
 
 
leads is the object that holds all the leads of a user.
 

Unsubscribe

This is the endpoint Zapier calls to unsubscribe to a webhook.
It lives at {{BASE_URL}}/zapier/unsubscribe.
 

Request:

const options = {
	url: '{{BASE_URL}}/zapier/unsubscribe',
	method: 'DELETE',
	headers: {
	'Content-Type': 'application/json',
	'Accept': 'application/json',
	'X-API-KEY': api_key,
	'X-USER-ID': user_id,
	'X-CHATBOT-ID': chatbot_id,
}
};

return z.request(options)
.then((response) => {
response.throwForStatus();
const results = response.json;
return results;
});
html_snippet can be parsed for the user_id and chatbot_id.
api_key is the api_key given by Chatsimple.
 

Response:

A successful call will unsubscribe the user:
const integration = {
	user_id = user_id,
	chatbot_id = chatbot_id,
	integration_id = integration_id,
	integration_type = 'ZAPIER',
	api_key = api_key,
	target_url = bundle.targetUrl,
}

return integration, 200
 

Get Leads

This is the endpoint Zapier calls to when the webhook is triggered.
It lives at {{BASE_URL}}/zapier/get_leads.

Request:

const options = {
	url: '{{BASE_URL}}/zapier/get_leads',
	method: 'GET',
	headers: {
	'Content-Type': 'application/json',
	'Accept': 'application/json',
	'X-API-KEY': api_key,
	'X-USER-ID': user_id,
	'X-CHATBOT-ID': chatbot_id,
}
};

return z.request(options)
.then((response) => {
response.throwForStatus();
const results = response.json;
return results;
});
html_snippet can be parsed for the user_id and chatbot_id.
api_key is the api_key given by Chartsimple.
 

Response:

A successful call will return the most recent lead:
const lead = {
	'created_on': leads.created_on,
	'name': leads.name,
	'email': leads.email,
	'phone_number': leads.phone_number,
	'questions': leads.questions,
}

return lead, 200
leads is the object the most recent lead of a user.