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Zapier

Connect Journeybee with 6,000+ apps through Zapier’s automation platform


Overview

The Journeybee Zapier integration allows you to connect your partnership data with thousands of other applications, enabling powerful automation workflows. When events occur in Journeybee (like new leads, deals, or partner updates), they can automatically trigger actions in your other tools.

The Zapier integration uses webhook-based triggers to send real-time data from Journeybee to your Zaps.

Getting Started

Prerequisites

  • Active Journeybee account with admin permissions

  • Zapier account (free or paid)

  • Access to Journeybee’s integrations settings

Connection Process

  1. Generate API Key

    • Go to Settings → API Keys in your Journeybee settings

    • Click “Generate New API Key” with Read and Write permissions

    • Copy the generated API key and store it securely

  2. Connect to Zapier

    • In Zapier, search for “Journeybee” when creating a new Zap or go to Journeybee -> Settings -> Integrations -> Zapier and press “Connect”

    • Enter your Journeybee API key when prompted

  3. Verify Connection

    • Zapier will test the connection using your API key

    • Once verified, your Journeybee account is connected and ready to use

Supported Triggers

Journeybee supports the following webhook events that can trigger your Zaps

Lead Events

leads.create

Triggered when a new lead is created in Journeybee

Sample Payload:

{ "uuid": "12345678-1234-5678-9012-123456789abc", "created_at": "2024-01-15T10:30:00Z", "updated_at": "2024-01-15T10:30:00Z", "company_name": "Acme Corporation", "email": "contact@acme.com", "phone_number": "+1-555-123-4567", "first_name": "John", "last_name": "Smith", "source": "manual", "created_by_user_uuid": "user_98765432-8765-4321-8765-432187654321", "created_by_user_email": "admin@yourcompany.com", "created_by_user_first_name": "Admin", "created_by_user_last_name": "User", "custom_fields": [], "tags": [], "assigned_users": [] }

leads.delete

Triggered when a lead is deleted from Journeybee.

Use Cases:

  • Clean up related records in other systems

  • Archive lead data in external databases

  • Notify stakeholders of lead removal

leads.update

Triggered when an existing lead is modified.

Use Cases:

  • Update CRM records when lead status changes

  • Notify team members of lead updates

  • Sync lead data across platforms

leads.notes_delete

Triggered when a note is removed from a lead.

Use Cases:

  • Maintain audit trails

  • Update external documentation

  • Notify relevant team members

leads.notes_create

Triggered when a note is added to a lead.

Use Cases:

  • Log activities in CRM systems

  • Send notifications about important updates

  • Backup notes to external storage

Deal Events

deals.create

Triggered when a new deal is created.

Sample Payload:

{ "uuid": "ee436d2b-77a4-4951-9dbf-264ed117ba22", "created_at": 1716214515227, "updated_at": 1716214515227, "label": "Notepad", "deal_value": 60000, "total_commission_value": 3000000, "commission_calculation": { "type": "oneOff", "option": "fixed", "value": "30000" }, "currency_code": "EUR", "currency_label": "Euro", "lead_uuid": "5336ba48-2ee0-4565-bbf7-f938d51042c1", "stage_uuid": "96cea904-da45-416b-8d5f-f4fbe027a164", "stage_phase": "new", "partnership_uuid": "9bb9aa55-6407-482a-9236-f755e72c20e5", "partner_company_name": "Lego", "partner_company_domain": "lego.com", "deal_owned_by_reseller": true }

deals.update

Triggered when deal details are modified.

Use Cases:

  • Update financial forecasts

  • Notify stakeholders of deal progress

  • Sync deal stages with CRM systems

deals.delete

Triggered when a deal is removed.

Use Cases:

  • Clean up related financial records

  • Update pipeline reports

  • Archive deal documentation

Partner Events

partners.create

Triggered when a new partnership is established

{ "uuid": "ccc35d78-5b1d-49d5-b9e1-57b23b4dc420", "company_name": "Jim Bean", "company_domain": "jimbean.com", "company_website": null, "company_description": null, "company_email": "jimmy@jimbean.com", "company_phone_number": null, "country_uuid": "18c9f321-88a7-4564-97f4-78088684f4de", "country_label": "Australia", "industry_uuid": null, "industry_label": null, "stage_uuid": "e6d58e17-3d65-45ca-9a11-68569ea45fb3", "stage_label": "Invited", "category_uuid": "5dbb4e69-2f48-456c-963a-d92b22edc826", "category_label": "Integrations", "tier_uuid": "8465cfb2-c2a5-4287-a4fd-5b976209b229", "tier_label": "Gold" }

partners.update

Triggered when partnership details change.

Use Cases:

  • Update partner records in CRM

  • Notify team of partnership status changes

  • Sync partner tiers and categories

partners.contact_create

Triggered when a new contact is added to a partnership.

Sample Payload:

{ "uuid": "7175a0e8-5de5-47b1-bc2a-52be014645af", "first_name": "Kellie", "last_name": "Bean", "email": "kelli@jimbean.com", "partnership_uuid": "ccc35d78-5b1d-49d5-b9e1-57b23b4dc420", "company_name": "Jim Bean", "tags": [ { "uuid": "cbdba862-3b94-42a8-ba41-6d54277b6321", "label": "Point of Contact" } ] }

partners.contact_update

Triggered when partner contact information is modified.

Use Cases:

  • Keep contact databases synchronized

  • Update communication lists

  • Maintain accurate partner directories


Authentication

The Zapier integration uses API Key authentication for secure access to your Journeybee data. When you connect Journeybee to Zapier:

  1. API Key Setup: Generate an API key in your Journeybee account settings

  2. Zapier Connection: Enter your API key when connecting Journeybee to Zapier

  3. Webhook Registration: Your Zaps automatically register for relevant events using the API key

Keep your API key secure and never share it publicly. You can generate another API key at any time in your Journeybee settings if needed.


Setting Up Zaps

Creating a New Zap

  1. Choose Journeybee as Trigger

    • In Zapier, create a new Zap

    • Search for “Journeybee” as your trigger app

    • Select the event type you want to monitor

  2. Configure the Trigger

    • Connect your Journeybee account if not already connected

    • Choose the specific event (e.g., “New Lead Created”)

    • Test the trigger to ensure data flows correctly

  3. Set Up Actions

    • Choose your action app (e.g., Slack, Google Sheets, HubSpot)

    • Map Journeybee data fields to your action app’s fields

    • Configure any additional action settings

  4. Test and Activate

    • Test the complete Zap workflow

    • Turn on your Zap to start automation

Example Zap Workflows

  1. Lead to CRM

    • Trigger: New Lead Created Action: Create Contact in HubSpot Automatically add new Journeybee leads to your CRM system.

  2. Deal Notifications

    • Trigger: Deal Updated Action: Send Slack Message Notify your team when deals progress through stages.

  3. Partner Onboarding

    • Trigger: New Partner Created Action: Add Row to Google Sheets Track new partnerships in a spreadsheet for reporting.

  4. Contact Sync

    • Trigger: Partner Contact Created Action: Create Contact in Salesforce Keep partner contacts synchronised across platforms.

Rate Limits and Best Practices

Rate Limits

  • Webhook Delivery: No specific rate limits, but webhooks are delivered in real-time

  • API Calls: Standard Journeybee API rate limits apply for any additional data fetching

  • Zapier Limits: Subject to your Zapier plan’s task limits

Support

Getting Help

  • Journeybee Support: Contact our support team for integration-specific issues

  • Zapier Help: Use Zapier’s help center for general Zap configuration questions

  • Documentation: Refer to this guide for webhook payload structures and examples