Obtain API keys or OAuth tokens to securely access the Contacts API, then configure your Zapier App Connector to authorize requests.
Set up credentials in Cheqroom and link them to the Contacts API to enable synchronized data across apps.
Common endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes, GET /contacts/:contactId/notes/:id, GET /contacts/:contactId/appointments, GET /contacts/, GET /contacts/business/:businessId, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId, POST /contacts/:contactId/tags
Trigger when a contact is updated in Cheqroom to fetch the latest details and tasks from the Contacts API.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, sync updated fields back to Cheqroom.
Methods used: GET /contacts/:contactId, GET /contacts/:contactId/tasks
Key fields: contactId, taskId
Trigger when a new contact is created in Contacts API to push to Cheqroom.
Actions: POST /contacts/, PUT /contacts/:contactId
Methods: POST /contacts/, PUT /contacts/:contactId
Fields: contactId, firstName, lastName, email
Trigger when tasks or notes change in Cheqroom to reflect updates in the Contacts API.
Actions: GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, PUT /contacts/:contactId/tasks/:taskId/completed, GET /contacts/:contactId/notes/:id
Methods: GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Fields: contactId, taskId, noteId
No-code data synchronization between Cheqroom and the Contacts API lets teams automate workflows without writing code.
Automations run in the background, reducing manual data entry and the risk of errors.
Centralized connections via the Zapier App Connector enable rapid iterations and scalability.
This section defines core data elements and processes used in the integration: contacts, endpoints, triggers, actions, method paths, and key fields to map data accurately between Cheqroom and the Contacts API.
A record representing an individual in Cheqroom whose data is stored in the Contacts API and synced across apps.
A unit of work linked to a contact, retrievable via the Contacts API endpoints.
A text entry attached to a contact in Cheqroom for context or history.
An API URL path used to access a specific resource in the Contacts API.
Automatically enrich Cheqroom contact records by pulling related notes and tasks from the Contacts API when a new contact is created or updated.
Create follow-up tasks in Cheqroom when key fields or events occur in Contacts API to ensure timely engagement.
Sync notes and activity across Cheqroom and Contacts API to provide a single source of truth for all interactions.
Obtain an API key or set up OAuth for the Contacts API and Cheqroom, then prepare credentials to authorize requests.
Enter endpoint paths and authentication details in Zapier App Connector, mapping fields between Cheqroom and the Contacts API.
Run end-to-end tests to verify data syncing and set up alerting for sync failures or anomalies.
Yes. The integration uses secure authentication (API keys or OAuth) and encrypted connections to keep data in transit protected. Data at rest in Cheqroom and the Contacts API is safeguarded with industry-standard security practices. Regular synchronization ensures that contacts, notes, and tasks stay consistent across both systems.
You can choose between API keys or OAuth depending on your security requirements. API keys are simple to rotate and manage, while OAuth provides token-based access with user consent. In many setups, a combination is used where OAuth is used for user-level access and API keys for service-to-service calls.
Commonly used endpoints include GET /contacts/:contactId to fetch a contact, GET /contacts/:contactId/tasks for related tasks, POST /contacts/ to create a new contact, and PUT /contacts/:contactId to update a contact. These endpoints cover core syncing tasks between Cheqroom and the Contacts API.
Yes. The integration supports upsert semantics: if a contact exists, it can be updated; if not, a new contact can be created. This helps keep both systems aligned without duplications.
No extensive coding is required. This guide leverages the Zapier App Connector to configure triggers, actions, and endpoints without writing custom code. Advanced users can extend functionality with minimal scripting if needed.
Testing should include end-to-end run-throughs from Cheqroom to the Contacts API and back. Use test records, verify field mappings, and set up alerts for failures to ensure reliable operation.
Error logs and sync status are available in your Zapier App Connector dashboard and within Cheqroom and the Contacts API dashboards. Enable notifications to receive alerts when issues occur and review detailed error messages for troubleshooting.
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Complete Operations Catalog - 126 Actions & Triggers
