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Zapier / Make

Use Zapier or Make as the universal connector for attribution: any tool with a Zapier/Make trigger — Google Forms, a CRM, a survey tool — can send “How did you find us?” answers to the Finseo REST API.

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What you need

  • A Finseo API key with write scope: create it under Settings → API → Create Key.
  • Your project ID (visible in the connect dialog under Integrations → Zapier / Make, or via GET /v1/projects).

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Set up the Zap / scenario

  1. Create a new Zap (Zapier) or scenario (Make) with your form or CRM as the trigger.
  2. Add an action: Webhooks by Zapier → Custom Request (or the HTTP module in Make).
  3. Configure the request:
    • Method: POST
    • URL: https://app.finseo.ai/api/v1/projects/YOUR_PROJECT_ID/attribution
    • Headers: Authorization: Bearer YOUR_API_KEY, Content-Type: application/json
  4. Map the fields into the JSON body:
channelId is required — either map a fixed channel or pass the raw answer as freetextResponse and let Finseo categorize it. Optional fields include channelLabel, subChannel, pageUrl, formId, and a free-form metadata object.
  1. Test the action — the response returns the stored attribution record — and turn the automation on.

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Tips

  • One API key can serve several Zaps; restrict it to the relevant project when creating it.
  • For tools with native webhooks (Typeform, Jotform, HubSpot, …) prefer the direct integration — no middleware needed.

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Troubleshooting

The API key is missing, lacks the write scope, or isn’t allowed for this project. Create a new key under Settings → API with write access.
channelId is required and the body must be valid JSON. Check the mapped fields in your action’s test output.