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Zapier Integration

Zapier is the easiest way to connect North Reports with 5,000+ apps. Automate your real estate workflows without writing any code.

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Get Started

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Private App Invite

To use the North Reports Zapier integration, you’ll need to accept our private app invitation:

Accept Zapier Invite

Click here to accept the invitation and add North Reports to your Zapier account

After accepting the invite, you’ll be able to search for “North Reports” when creating new Zaps.

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Quick Start: Your First Zap

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Step 1: Get Your API Key

1. Log into North Dashboard
2. Go to Settings → Integrations
3. Click Create API Key
4. Name it “Zapier Integration”
5. Copy the key (starts with north_sk_live_)

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Step 2: Create Your First Zap

1. Go to Zapier
2. Click Create Zap
3. Search for North Reports in the trigger or action search
4. Select the North Reports app
5. Choose your trigger or action

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Step 3: Connect Your Account

When setting up a North Reports step:

1. Click Sign in or Connect a new account
2. Enter your API key from Step 1
3. Click Yes, Continue
4. Test the connection

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Available Triggers

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New Report

Fires when a new North Report is created in your account. Use Cases:

• Notify your team in Slack when a new report is created
• Add new reports to a Google Sheet
• Send email notifications to clients
• Create tasks in your project management tool

Output Fields:

• Report ID
• Address
• City, State, ZIP
• Price
• Bedrooms, Bathrooms
• Square Feet
• Status
• Created Date
• Report URL

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Available Actions

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Create Report

Creates a new North Report from property data. Input Fields:

• Address (required)
• City (required)
• State (required)
• ZIP Code (required)
• Price
• Bedrooms
• Bathrooms
• Square Feet
• Year Built
• Property Type
• MLS ID
• Zillow URL

Use Cases:

• Automatically create reports when a new contact is added to your CRM
• Generate reports from new listings in your MLS system
• Create reports from form submissions
• Sync property data from other real estate platforms

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Update Report

Updates an existing North Report with new information. Input Fields:

• Report ID (required)
• Price
• Status
• Description
• Executive Summary
• Any other report fields

Use Cases:

• Update report prices when they change in your CRM
• Sync status changes from other systems
• Add descriptions or notes automatically

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Example Zaps

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Example 1: CRM → North Report

Trigger: New Contact in HubSpot (or your CRM) Action: Create Report in North Reports Automatically create a North Report whenever you add a new property listing to your CRM. Setup:

1. Choose your CRM as the trigger
2. Map property fields (address, price, beds, baths, etc.)
3. Add North Reports “Create Report” action
4. Map the CRM fields to North Reports fields
5. Test and turn on your Zap

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Example 2: North Report → Slack Notification

Trigger: New Report in North Reports Action: Send Channel Message in Slack Get instant notifications in Slack whenever a new report is created. Setup:

1. Choose “New Report” trigger from North Reports
2. Filter by status if needed (optional)
3. Add Slack “Send Channel Message” action
4. Customize the message with report details
5. Include the report URL for easy access

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Example 3: Form Submission → North Report → Email

Trigger: New Submission in Google Forms (or your form tool) Action 1: Create Report in North Reports Action 2: Send Email via Gmail Create a complete workflow: form submission → report creation → client notification.

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Example 4: Zillow Listing → North Report

Trigger: New Listing in Zillow (via RSS or webhook) Action: Create Report in North Reports Automatically generate North Reports for your new Zillow listings.

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Example 5: Price Change → Update Report

Trigger: Updated Record in Airtable (or your database) Action: Update Report in North Reports Keep your North Reports in sync when property prices change.

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Advanced: Multi-Step Zaps

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Complete Automation Workflow

Create a multi-step Zap that:

1. Triggers on a new CRM contact
2. Creates a North Report
3. Adds the report to a Google Sheet
4. Sends a Slack notification
5. Creates a task in Asana
6. Sends an email to the client

Tips:

• Use filters to only process certain records
• Add delays between steps if needed
• Use formatters to transform data
• Store data in Zapier’s data store for lookups

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Authentication

North Reports uses API key authentication. When connecting your account:

1. Enter your API key from the North Dashboard
2. The key format is: north_sk_live_xxxxx...
3. Keys are scoped to your account and team
4. You can create multiple keys for different integrations

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Rate Limits

North Reports API has these limits: Zapier automatically handles rate limiting and will retry requests if you hit limits.

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Error Handling

Zapier includes built-in error handling:

• Automatic retries for transient failures
• Error notifications via email or Slack
• Pause on error option to prevent bad data
• Error logs in the Zap history

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Best Practices

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1. Use Filters

Add filters to only process relevant records:

• Only create reports for properties in certain cities
• Only notify on published reports
• Only update reports above a certain price

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2. Test Thoroughly

Always test your Zaps with sample data before turning them on:

• Use Zapier’s test mode
• Verify field mappings
• Check for data formatting issues

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3. Monitor Your Zaps

• Check Zap history regularly
• Set up error notifications
• Monitor your API usage

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4. Organize Your Zaps

• Use descriptive names
• Group related Zaps in folders
• Document your workflows

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Troubleshooting

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Can’t Find North Reports

Problem: North Reports doesn’t appear in Zapier search Solutions:

• Make sure you’ve accepted the private app invitation
• Try refreshing the page
• Check that you’re logged into the correct Zapier account
• Contact [email protected] if the issue persists

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Authentication Failed

Problem: “Invalid API key” or “Authentication failed” error Solutions:

• Verify your API key is correct (starts with north_sk_live_)
• Check for extra spaces when copying the key
• Generate a new API key from your dashboard
• Make sure the key hasn’t been revoked

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Zap Not Triggering

Problem: Zap isn’t firing when expected Solutions:

• Check the trigger settings and filters
• Verify the trigger is turned on
• Check Zap history for errors
• Ensure your API key has the correct permissions

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Data Mapping Issues

Problem: Fields aren’t mapping correctly Solutions:

• Use Zapier’s field mapper to select the correct fields
• Check data types match (text, number, date, etc.)
• Use formatters to transform data if needed
• Test with sample data first

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Support

Need help? We’re here for you:

• Email: [email protected]
• Documentation: Full API Reference
• Zapier Support: Zapier Help Center

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Next Steps

• View full API Reference
• Check out Make.com Integration
• Explore Webhooks
• Learn about Rate Limits