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Zapier Integration

Modular 365 has an official Zapier app that lets you connect your ERP data with thousands of other apps -- no coding required. You can automatically create and update records in Modular 365 based on triggers from Gmail, Google Sheets, Slack, HubSpot, and many more.

Available Actions​

The Zapier integration provides the following actions:

ActionDescriptionAPI Endpoint
Insert RecordCreate a new record in any tablePOST /integration/tables/:table/records
Update Single RecordUpdate one specific recordPATCH /integration/tables/:table/records/single
Update Bulk RecordsUpdate all records matching filtersPATCH /integration/tables/:table/records/bulk

Dynamic Dropdowns​

When configuring actions in the Zap editor, the app provides dynamic dropdowns powered by hidden triggers:

  • Language selector -- fetches available languages from your tenant
  • Table selector -- fetches available tables with localized labels
  • Field selector -- fetches field definitions for the selected table

This means you do not need to know internal table or field names -- the Zap editor shows human-readable labels.

Setup Steps​

1. Get Your API Key​

Contact your Modular 365 administrator to obtain an integration API key. This key is tied to your company and grants access to your tenant data.

2. Connect to Zapier​

  1. Open Zapier and create a new Zap
  2. When adding the Modular 365 app as an action, you will be prompted to connect your account
  3. Enter two values:
    • Base URL: Your Modular 365 API base URL (e.g., https://api.ozari.co.il). No trailing slash.
    • API Key: Your integration API key
  4. Zapier will call the authentication test endpoint to verify your credentials
  5. On success, the connection is saved and labeled with your company name

3. Create a Zap​

Example: New Google Sheets row creates a customer​

  1. Trigger: Google Sheets -- New Spreadsheet Row
  2. Action: Modular 365 -- Insert Record
  3. Configure the action:
    • Select language (e.g., Hebrew)
    • Select table (e.g., "Customers" / "לקוחות")
    • Map spreadsheet columns to Modular 365 fields:
      • Column A -> fname (שם לקוח)
      • Column B -> fphone (טלפון)
      • Column C -> femail (דוא"ל)
      • Column D -> faddress (כתובת)
      • Column E -> fcity (עיר)

Example: Update a record when a form is submitted​

  1. Trigger: Typeform -- New Entry
  2. Action: Modular 365 -- Update Single Record
  3. Configure the action:
    • Select table
    • Set filter: fid = the record ID from the form
    • Map form fields to Modular 365 fields to update

Authentication Details​

The Zapier app uses custom authentication with these fields:

FieldTypeDescription
baseUrlstringYour Modular 365 API base URL
apiKeypasswordYour integration API key

The API key is sent as a Bearer token in the Authorization header on every request:

Authorization: Bearer <apiKey>

Authentication is tested by calling:

GET <baseUrl>/integration/auth/test

Troubleshooting​

"The API key you supplied is invalid"​

  • Verify that the API key is correct and has not been revoked
  • Ensure the Base URL is correct and accessible from the internet
  • Check that there is no trailing slash on the Base URL

"Invalid table name" or "Table not found"​

  • The table name must match exactly as returned by the API
  • If using dynamic dropdowns, try refreshing the field list

Updates not working​

  • For single updates: ensure your filters match exactly one record
  • If you get a 409 Conflict, your filters are too broad -- add more specific criteria
  • For bulk updates: verify that at least one record matches your filters

Connection timeout​

  • Verify that your Modular 365 instance is accessible from the public internet
  • Check that no firewall or VPN rules are blocking Zapier's IP ranges

n8n Integration​

While there is no dedicated n8n node, you can use n8n's HTTP Request node to call the Integration API directly. The endpoints and authentication method are identical to what is described in this documentation.

Configure the HTTP Request node with:

  • Authentication: Header Auth
  • Header Name: Authorization
  • Header Value: Bearer your-api-token-here