Do I need a dedicated Ivelix app in Zapier?

No, not today: the generic "Webhooks by Zapier" app is enough, both as a trigger and as an action.

Which events are available?

The full lifecycle of quotations (created, sent, accepted, refused, expired, revoked) and invoices (created, issued, sent, overdue, paid, cancelled, refunded, credit note created).

How can I verify a webhook genuinely came from Ivelix?

Every call is HMAC-SHA256 signed, verifiable via the X-Ivelix-Signature header.

Can Zapier also create invoices?

Yes, the same HTTP action covers both quotations and invoices: creation, update, issuing, sending, payment.

Which plan do I need?

The public API and webhooks are available on the Enterprise plan.

Where can I find the full documentation?

An interactive Swagger documentation is available online, with every endpoint testable directly.

Automate your invoicing with Zapier

A generic app, no complicated setup

What is the Zapier integration?

Zapier is the world's most widely used automation platform. Ivelix connects to it through the generic Webhooks by Zapier app: as a trigger (Catch Hook) to receive your events in real time, and as an action (POST) to create a quotation or invoice.

No dedicated Ivelix app is needed to get started.

Why connect Ivelix to Zapier?

If your stack already runs on Zapier, your invoicing can join it without re-entering data or manually tracking payments.

You keep a single place to drive your automations.

Connect Ivelix to Zapier in 3 steps

No code required

Generate your API key

One click Generate your API key from your Ivelix profile.
Simple authentication Use it as an `Authorization: Bearer <key>` header on every Zapier call.
Interactive docs Test it right away from the Swagger documentation.

Receive an event in Zapier

Create a Zap Choose the "Webhooks by Zapier" trigger → Catch Hook.
URL to paste Paste the generated URL into Ivelix (Developer → Webhooks).
Targeted event Choose what to listen for: quotation accepted, invoice paid...

Create a document from Zapier

"Webhooks by Zapier" action → POST To call the Ivelix API.
Quotation or invoice Create the document with the right billing lines.
Automatic compliance VAT, numbering and legal notices handled by Ivelix.

Real automations with Zapier

A few examples for your business

Won deal → Quotation

A quotation automatically created as soon as a deal is marked won in your CRM.

Invoice paid → Team alert

An alert in your team chat tool as soon as a payment is received.

New lead → Draft quotation

A contact form submission automatically triggers the creation of a draft quotation.

Overdue payment → Internal process

An overdue invoice webhook triggers your own follow-up process.

Prefer Make, or a direct API connection?

Zapier isn't your only option: Ivelix also connects to Make using the same mechanics, or directly to your own stack via our API and webhooks documentation.

Frequently asked questions about Ivelix and Zapier

Everything you need to know before creating your first Zap