Zapier Integration Documentation

Overview

Newtonian's Zapier API is designed for organization-specific automations. Each organization generates its own API key in Newtonian, connects that key in Zapier, and receives only events for that organization.

Authentication

Zapier should use API Key authentication. Newtonian accepts the API key in the Authorization header as a Bearer token.

Authorization: Bearer {{bundle.authData.api_key}}

Newtonian also accepts X-Newtonian-API-Key for server-to-server compatibility, but Bearer authentication is recommended for Zapier.

Zapier Authentication Field

Endpoints

Test Request

Use this request in Zapier's authentication test step.

GET https://us-central1-newtoniancore.cloudfunctions.net/zapierMe
Authorization: Bearer {{bundle.authData.api_key}}

Example response

{
  "ok": true,
  "userId": "firebase_user_id",
  "email": "admin@example.com",
  "organizationId": "org_123",
  "organizationName": "Example Services"
}

Recommended Zapier connection label:

{{bundle.inputData.email}} - {{bundle.inputData.organizationName}}

Create Lead / Deal Action

Configure this as a Zapier action when another app should send a lead or sales opportunity into Newtonian. The API key determines the default organization. To route into a sub-org that inherits the parent Zapier connection, send targetOrgId.

Action settings

Request

POST https://us-central1-newtoniancore.cloudfunctions.net/zapierCreateLead
Authorization: Bearer {{bundle.authData.api_key}}
Content-Type: application/json

{
  "externalId": "{{id}}",
  "targetOrgId": "{{target_org_id}}",
  "recordType": "lead",
  "customerName": "{{name}}",
  "firstName": "{{first_name}}",
  "lastName": "{{last_name}}",
  "email": "{{email}}",
  "phone": "{{phone}}",
  "street": "{{street}}",
  "city": "{{city}}",
  "state": "{{state}}",
  "zip": "{{zip}}",
  "notes": "{{notes}}",
  "leadSource": "{{source}}",
  "sourceApp": "{{app_name}}",
  "pipelineId": "{{pipeline_id}}",
  "pipelineName": "{{pipeline_name}}",
  "pipelineStage": "{{pipeline_stage}}",
  "assignmentMode": "{{assignment_mode}}",
  "assignedTo": "{{assigned_user_id}}",
  "roundRobinUserIds": ["{{round_robin_user_id}}"],
  "estimatedValue": "{{value}}",
  "customFields": {
    "sourceRecordUrl": "{{url}}"
  }
}

Use "recordType": "hvac_deal" when the incoming record should enter the sales pipeline. Set targetOrgId when a parent Zapier key should create the record in a sub-org that inherits Zapier from the parent. The same value can also be sent as subOrgId, destinationOrgId, or newtonianOrgId. Set pipelineId from the Pipeline Options endpoint, or set pipelineName / pipelineDisplayName to the visible Newtonian pipeline name. pipelineStage accepts either the stage key or visible label. Set assignmentMode to specific_user, round_robin, or unassigned. For a direct owner, send assignedTo as a user id, email, or display name from the User Options endpoint. For round robin, send roundRobinUserIds; if omitted, Newtonian rotates through all assignable organization users. If externalId is supplied, Newtonian uses it to prevent duplicate records from Zap retries.

Pipeline options request

GET https://us-central1-newtoniancore.cloudfunctions.net/zapierPipelineOptions?recordType=lead&targetOrgId={{target_org_id}}
Authorization: Bearer {{bundle.authData.api_key}}

Use recordType=hvac_deal to list sales pipeline choices. Add pipelineId={{bundle.inputData.pipelineId}} when loading stages for a selected pipeline. Include targetOrgId to load options for a routed sub-org.

{
  "success": true,
  "organizationId": "sub_org_123",
  "targetOrgId": "sub_org_123",
  "keyOrganizationId": "parent_org_123",
  "settingsOrganizationId": "parent_org_123",
  "routedToSubOrg": true,
  "defaultPipelineId": "default_pipeline",
  "userOptionsUrl": "https://us-central1-newtoniancore.cloudfunctions.net/zapierUserOptions",
  "assignmentModes": [
    {"id": "unassigned", "name": "Unassigned", "label": "Unassigned"},
    {"id": "specific_user", "name": "Specific user", "label": "Specific user"},
    {"id": "round_robin", "name": "Round robin", "label": "Round robin"}
  ],
  "options": [
    {
      "id": "lead_pipeline",
      "name": "Lead Pipeline",
      "type": "lead"
    }
  ],
  "selectedPipelineId": "lead_pipeline",
  "selectedPipelineName": "Lead Pipeline",
  "stages": [
    {
      "id": "new",
      "key": "new",
      "name": "New",
      "label": "New",
      "pipelineId": "lead_pipeline"
    }
  ]
}

User options request

GET https://us-central1-newtoniancore.cloudfunctions.net/zapierUserOptions?targetOrgId={{target_org_id}}
Authorization: Bearer {{bundle.authData.api_key}}

Use these users for the assignedTo direct owner field or for the roundRobinUserIds pool. Include targetOrgId to list assignable users in a routed sub-org.

{
  "success": true,
  "organizationId": "sub_org_123",
  "targetOrgId": "sub_org_123",
  "keyOrganizationId": "parent_org_123",
  "settingsOrganizationId": "parent_org_123",
  "routedToSubOrg": true,
  "assignmentModes": [
    {"id": "unassigned", "name": "Unassigned", "label": "Unassigned"},
    {"id": "specific_user", "name": "Specific user", "label": "Specific user"},
    {"id": "round_robin", "name": "Round robin", "label": "Round robin"}
  ],
  "options": [
    {
      "id": "user_123",
      "name": "Newtonian Rep",
      "label": "Newtonian Rep - rep@example.com",
      "email": "rep@example.com",
      "role": "rep"
    }
  ]
}

Example response

{
  "success": true,
  "duplicate": false,
  "id": "job_abc123",
  "jobId": "job_abc123",
  "organizationId": "sub_org_123",
  "targetOrgId": "sub_org_123",
  "keyOrganizationId": "parent_org_123",
  "settingsOrganizationId": "parent_org_123",
  "routedToSubOrg": true,
  "customerName": "Jane Customer",
  "email": "jane.customer@example.com",
  "phone": "555-0100",
  "pipelineId": "lead_pipeline",
  "pipelineDisplayName": "Lead Pipeline",
  "pipelineStage": "new",
  "jobStatus": "",
  "recordType": "lead",
  "assignedTo": "user_123",
  "assignedToName": "Newtonian Rep",
  "assignmentMode": "round_robin",
  "source": "zapier"
}

Update Job Status Action

Configure this as a Zapier action when another app needs to update a Newtonian job after an external workflow completes, such as marking a contract as signed after PandaDoc returns a completed document.

Action settings

Contract signed request

POST https://us-central1-newtoniancore.cloudfunctions.net/zapierUpdateJobStatus
Authorization: Bearer {{bundle.authData.api_key}}
Content-Type: application/json

{
  "targetOrgId": "{{organizationId}}",
  "jobId": "{{jobId}}",
  "proposalId": "{{proposalId}}",
  "estimateId": "{{estimateId}}",
  "estimateName": "{{estimateName}}",
  "customerName": "{{customer_name}}",
  "statusPart": "contract",
  "contractStatus": "signed",
  "signedAt": "{{completed_at}}",
  "signedContractUrl": "{{signed_pdf_url}}"
}

Newtonian can find the job by jobId, proposalId, estimateId, estimateName, externalId, or customerName. If multiple jobs have the same customer name, include an ID field or add email/phone to disambiguate. Use statusPart values contract, job, or pipeline. Contract status accepts values such as signed, completed, sent, viewed, declined, and voided.

Customer-name lookup request

{
  "customerName": "{{customer_name}}",
  "email": "{{email}}",
  "statusPart": "contract",
  "contractStatus": "signed",
  "signedAt": "{{completed_at}}",
  "signedContractUrl": "{{signed_pdf_url}}"
}

Estimate lookup request

{
  "estimateId": "{{estimateId}}",
  "estimateName": "{{estimateName}}",
  "statusPart": "contract",
  "contractStatus": "signed",
  "signedAt": "{{completed_at}}",
  "signedContractUrl": "{{signed_pdf_url}}"
}

Job status request

{
  "targetOrgId": "{{organizationId}}",
  "jobId": "{{jobId}}",
  "statusPart": "job",
  "jobStatus": "contract_signed"
}

Pipeline stage request

{
  "targetOrgId": "{{organizationId}}",
  "jobId": "{{jobId}}",
  "statusPart": "pipeline",
  "pipelineId": "default_pipeline",
  "pipelineStage": "contract_signed"
}

Example response

{
  "success": true,
  "organizationId": "sub_org_123",
  "targetOrgId": "sub_org_123",
  "keyOrganizationId": "parent_org_123",
  "settingsOrganizationId": "parent_org_123",
  "routedToSubOrg": true,
  "jobId": "job_abc123",
  "statusPart": "contract",
  "matchedBy": "jobId",
  "customerName": "Jane Customer",
  "source": "zapier",
  "status": "signed",
  "rawStatus": "signed",
  "signed": true,
  "proposalId": "proposal_123",
  "estimateId": "estimate_123",
  "estimateName": "Primary Customer Proposal",
  "signedAt": "2026-04-30T20:30:00.000Z"
}

Proposal Sent Trigger

Configure the trigger as a REST Hook. Newtonian pushes an event to Zapier when a user sends a proposal using the Zapier send provider in Newtonian.

Trigger settings

Subscribe request

POST https://us-central1-newtoniancore.cloudfunctions.net/zapierProposalSentSubscribe
Authorization: Bearer {{bundle.authData.api_key}}
Content-Type: application/json

{
  "targetUrl": "{{bundle.targetUrl}}"
}

Unsubscribe request

POST https://us-central1-newtoniancore.cloudfunctions.net/zapierProposalSentUnsubscribe
Authorization: Bearer {{bundle.authData.api_key}}
Content-Type: application/json

{
  "subscriptionId": "{{bundle.subscribeData.id}}"
}

Perform List request

GET https://us-central1-newtoniancore.cloudfunctions.net/zapierProposalSentSamples
Authorization: Bearer {{bundle.authData.api_key}}

Perform function

return [bundle.cleanedRequest];

Proposal Event Payload

Newtonian sends a rich JSON object to Zapier's REST Hook target URL. Adders and add-ons are intentionally sent as title-only arrays to keep those fields clean for PandaDoc mapping.

{
  "id": "event_id",
  "eventId": "event_id",
  "eventType": "proposal_sent",
  "source": "newtonian_app",
  "sentAt": "2026-04-30T20:30:00.000Z",
  "organizationId": "org_123",
  "proposalId": "proposal_123",
  "jobId": "job_123",
  "estimateId": "estimate_123",
  "estimateName": "Primary Customer Proposal",
  "customerName": "Jane Customer",
  "customerFirstName": "Jane",
  "customerLastName": "Customer",
  "customerEmail": "jane.customer@example.com",
  "customerPhone": "555-0100",
  "propertyAddress": "123 Main St, Boston, MA 02108",
  "proposalPdfUrl": "https://...",
  "pdfUrl": "https://...",
  "fileName": "Jane_Customer_Proposal.pdf",
  "finalPrice": 18450,
  "finalPriceFormatted": "$18,450.00",
  "repName": "Newtonian Rep",
  "repEmail": "rep@example.com",
  "adders": ["Electrical panel upgrade"],
  "addOns": ["Smart thermostat"],
  "rooms": [
    {
      "name": "Living Room",
      "floor": "1",
      "unitType": "Wall Mount"
    }
  ],
  "condensers": [
    {
      "brand": "Mitsubishi",
      "model": "Sample-36K"
    }
  ],
  "customer": {
    "name": "Jane Customer",
    "email": "jane.customer@example.com",
    "phone": "555-0100"
  },
  "job": {
    "id": "job_123",
    "customerName": "Jane Customer",
    "status": "proposal_sent",
    "assignedToName": "Newtonian Rep"
  },
  "pricing": {
    "finalPrice": 18450,
    "totalCost": 20450,
    "rebate": 2000
  },
  "equipment": {
    "rooms": [
      {
        "name": "Living Room",
        "floor": "1",
        "unitType": "Wall Mount"
      }
    ],
    "condensers": [
      {
        "brand": "Mitsubishi",
        "model": "Sample-36K"
      }
    ],
    "adders": ["Electrical panel upgrade"],
    "addOns": ["Smart thermostat"]
  },
  "pandadoc": {
    "documentName": "Jane_Customer_Proposal",
    "recipientEmail": "jane.customer@example.com",
    "recipientName": "Jane Customer",
    "recipientFirstName": "Jane",
    "recipientLastName": "Customer",
    "emailSubject": "Please sign your proposal",
    "emailMessage": "Review and sign your proposal securely through PandaDoc.",
    "metadata": {
      "orgId": "org_123",
      "proposalId": "proposal_123",
      "jobId": "job_123",
      "estimateId": "estimate_123",
      "sentVia": "zapier"
    }
  },
  "triggeredByUid": "firebase_user_id"
}

For Zapier publishing checks, make sure your defined output fields match the live field types. For example, finalPrice is numeric, while finalPriceFormatted is a string.

PandaDoc Zap Setup

Use the Newtonian Proposal Sent trigger as the first step. Then add PandaDoc API steps to create and send the document from the proposal PDF URL.

1. Trigger: Newtonian CRM, Proposal Sent.
2. Action: PandaDoc API Request to create a document.
3. Optional delay while PandaDoc prepares the PDF document.
4. Action: PandaDoc API Request to send the document.

Create PandaDoc document

POST https://api.pandadoc.com/public/v1/documents

{
  "name": "{{pandadoc.documentName}}",
  "url": "{{proposalPdfUrl}}",
  "recipients": [
    {
      "email": "{{customerEmail}}",
      "first_name": "{{customerFirstName}}",
      "last_name": "{{customerLastName}}",
      "role": "customer",
      "signing_order": 1
    }
  ],
  "parse_form_fields": false,
  "metadata": {
    "orgId": "{{organizationId}}",
    "proposalId": "{{proposalId}}",
    "jobId": "{{jobId}}",
    "estimateId": "{{estimateId}}",
    "sentVia": "zapier"
  }
}

Send PandaDoc document

POST https://api.pandadoc.com/public/v1/documents/{{id}}/send

{
  "subject": "{{pandadoc.emailSubject}}",
  "message": "{{pandadoc.emailMessage}}",
  "silent": false
}

Errors