Zapier & Make (Integromat) Setup

Connect KeystoneIQ to Zapier or Make for automated workflows. Use your API key from Developer in the sidebar (Growth or Pro — not available on Free).

Prerequisites

1. Create an API key in KeystoneIQ: Developer (sidebar) → Create API key (Growth or Pro)
2. Store it securely (you'll use it as the Bearer token in Zapier/Make)

Security: Store your API key securely. Don't share it or commit it to code. Revoke and regenerate if exposed.

For endpoint details, request bodies, and rate limits, see the REST API reference.

Workflow 1: New HubSpot Deal → Create Deal Brief

When a new deal is created in HubSpot, automatically trigger a KeystoneIQ deal brief.

Zapier

1. Trigger: HubSpot – New Deal
2. Action: Webhooks by Zapier – POST
   • URL: https://YOUR_APP_URL/api/v1/jobs/trigger-deal-brief (your KeystoneIQ deployment URL)
   • Headers: Authorization: Bearer sk_your_api_key
   • Body (JSON): { "hubspot_deal_id": "{{HubSpot Deal ID}}" }

Note: The deal must exist in KeystoneIQ first. Run a HubSpot sync (Settings → Integrations → Sync) before the Zap, or add a delay (e.g. 5–10 min) so the sync can run. Alternatively, use the KeystoneIQ deal_id if you have it from a previous step.

Make (Integromat)

1. Trigger: HubSpot – Watch Deals (create)
2. Action: HTTP – Make a Request
   • URL: https://YOUR_APP_URL/api/v1/jobs/trigger-deal-brief
   • Method: POST
   • Headers: Authorization: Bearer sk_your_api_key
   • Body type: Raw / JSON
   • Body: { "hubspot_deal_id": "{{HubSpot Deal ID}}" }

Workflow 2: Add Intelligence from Any App

Send call notes, discovery notes, or win/loss context from any app into KeystoneIQ.

API

POST /api/v1/intelligence
Authorization: Bearer sk_your_api_key
Content-Type: application/json

{
  "content": "Discovery notes from the call...",
  "item_type": "deal_note",
  "deal_id": "uuid",
  "competitor_id": "uuid"
}

• content (required): Text to add
• item_type (optional): deal_note, win_note, loss_note, competitor_evidence, call_recap, general
• deal_id (optional): KeystoneIQ deal UUID
• competitor_id (optional): KeystoneIQ competitor UUID

Zapier Example: New HubSpot Note → Add to KeystoneIQ

1. Trigger: HubSpot – New Note
2. Action: Webhooks by Zapier – POST
   • URL: https://YOUR_APP_URL/api/v1/intelligence
   • Headers: Authorization: Bearer sk_your_api_key
   • Body: Map HubSpot note body to content, optionally lookup deal_id/competitor_id from KeystoneIQ deals/competitors

Rate limit: 30 intelligence requests/hour per workspace.

Workflow 3: List or Get Briefs

List briefs

GET /api/v1/briefs?limit=10&type=deal_brief
Authorization: Bearer sk_your_api_key

Get a single brief

GET /api/v1/briefs/{id}
Authorization: Bearer sk_your_api_key

Use these in Zapier/Make HTTP modules to fetch brief content and send to Slack, email, or other tools.

Base URL

Use the same public origin as your KeystoneIQ web app (see your deployment / NEXT_PUBLIC_APP_URL). Production: https://keystoneiq.ai. Local development: http://localhost:3000.

Troubleshooting