Zapier and Make
Connect NorTech to Zapier or Make
Start a Zap when a customer is added or an invoice is paid, and create customers, jobs and invoices from any form, spreadsheet or app. It works with the standard Webhooks and HTTP modules, so there is nothing to install.
Before you start
You need a NorTech Pro Business plan or higher, which includes API access. In the pro app, open Developers and create an API key. Give it only the scopes the automation needs, for example customers:write to add customers or invoices:read to read invoices. Copy the key when it is shown; it is not shown again.
Where this stands
Triggers
A trigger starts your workflow. Each one below is a webhook event that NorTech sends the moment it happens, signed so you can check it came from NorTech. If you prefer to poll, the right-hand column shows the read call that returns the same records.
| Trigger | Webhook event | Polling instead |
|---|---|---|
| New customer | customer.created | GET /customers?updated_since=... |
| Estimate accepted | estimate.accepted | GET /estimates?status=ACCEPTED |
| Job scheduled | job.scheduled | GET /jobs?status=SCHEDULED |
| Job completed | job.completed | GET /jobs?status=COMPLETED |
| New invoice | invoice.created | GET /invoices?updated_since=... |
| Invoice paid | invoice.paid | GET /payments?received_since=... |
| Invoice overdue | invoice.overdue | GET /invoices?status=OVERDUE |
| New review | review.received | Use the webhook trigger |
Set up a trigger in Zapier
- Create a Zap. For the trigger choose Webhooks by Zapier and the event Catch Hook. Zapier shows a URL that looks like
https://hooks.zapier.com/hooks/catch/.... Copy it. - In NorTech open
Developers, add a webhook, paste the URL and tick the events you want. Or create it from code with the request below. Choose Send test event. - Back in Zapier choose Test trigger. The test event appears. Build your steps from the fields in it (see the sample payloads below).
- Turn the Zap on. Deliveries show in the NorTech delivery log with the answer Zapier gave.
Zapier's Catch Hook does not check signatures by itself. If you want to, add a Code step that applies the check shown in the signature guide to the raw body and the NorTech-Signature header.
Actions
An action makes NorTech do something. Each is one REST call.
| Action | Call | Scope | Fields |
|---|---|---|---|
| Create customer | POST /api/v1/pro/customers | customers:write | name, email, phone, company, notes, tags |
| Add property | POST /api/v1/pro/properties | properties:write | customer_id, street, city, state, zip, label, notes |
| Create estimate | POST /api/v1/pro/estimates | estimates:write | customer_id, title, line_items, property_id, valid_until |
| Schedule job | POST /api/v1/pro/jobs | jobs:write | customer_id, title, scheduled_start, scheduled_end, property_id, notes |
| Create invoice | POST /api/v1/pro/invoices | invoices:write | customer_id, line_items, due_date, job_id |
| Update job | PATCH /api/v1/pro/jobs/{id} | jobs:write | status, scheduled_start, scheduled_end, notes |
| Add price book item | POST /api/v1/pro/price-book | price_book:write | name, unit_price_cents, unit, taxable |
Set up an action in Zapier
- Add an action step, choose Webhooks by Zapier and the event Custom Request.
- Method: the one in the table. URL:
https://nortech.site/api/v1/pro/customers(or the path for your action). - Data Pass-Through: no. Data: the JSON body below, with fields from earlier steps. Unflatten: yes.
- Headers:
Authorization=Bearer ntk_xxxxxxxx_your_key,Content-Type=application/json, andIdempotency-Key= a value unique to the run, such as the Zap run id, so a retry never creates a duplicate. - Test the step. A 201 answer returns the new record with its
id, which later steps can use.
If a customer with the same email or phone already exists, the answer is 409 duplicate_customer and the message names the existing id, so a Zap can branch to update instead.
Make
In Make use Webhooks > Custom webhook as the trigger module: copy its address into a NorTech webhook exactly as above. For actions use HTTP > Make a request with the same URL, headers and JSON body, and parse the answer as JSON. To read many records, loop on next_cursor until has_more is false.
Sample payloads
Every webhook has the same envelope. The record is in data.object.