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Bolsivo + Zapier

Use Bolsivo's outgoing webhooks as Zapier triggers to connect your lead pipeline to Slack, Google Sheets, Jobber, HubSpot, Gmail, and 6,000+ more apps — without writing a line of code.

See setup stepsBrowse templates

Before you start

  • Bolsivo Scale plan (webhooks are a Scale feature)
  • Zapier account — Starter plan or above required for "Webhooks by Zapier"
  • Access to Bolsivo Settings → Integrations → Webhooks

Setup guide

4 steps to your first Zap

Takes about 10 minutes start to finish.

01

Get your webhook URL from Zapier

  1. 1In Zapier, click "Create Zap" → choose "Webhooks by Zapier" as the trigger.
  2. 2Select "Catch Hook" as the trigger event.
  3. 3Click "Continue" — Zapier generates a unique webhook URL (looks like https://hooks.zapier.com/hooks/catch/...).
  4. 4Copy that URL — you will paste it into Bolsivo next.
Note: Webhooks by Zapier is available on Zapier Starter plan and above.
02

Add the webhook in Bolsivo

  1. 1In Bolsivo → Settings → Integrations → Webhooks → click "+ Add Webhook".
  2. 2Paste the Zapier URL into the "Target URL" field.
  3. 3Select which events to send: lead.qualified, lead.status_changed, email.sent, invoice.paid.
  4. 4(Optional) Add a secret to verify payloads — Bolsivo will sign each request with X-Bolsivo-Signature.
  5. 5Click "Save". Bolsivo sends a test ping automatically.
Note: Webhook configuration requires Scale plan.
03

Test the trigger in Zapier

  1. 1Back in Zapier → click "Test Trigger".
  2. 2Zapier will show the test payload Bolsivo sent (or wait until a real event fires).
  3. 3Confirm the fields you need are visible (business_name, city, score, etc.).
  4. 4Click "Continue" to proceed to the action step.
04

Configure your action and publish

  1. 1Choose your action app (Google Sheets, Slack, Jobber, Gmail, HubSpot…).
  2. 2Map fields from the Bolsivo payload to the action's fields.
  3. 3Test the action to confirm data flows correctly.
  4. 4Click "Publish Zap" — it is now live and will trigger on every matching Bolsivo event.

Template library

5 ready-to-build Zap templates

Follow the steps below — each Zap takes 5–10 minutes to set up.

lead.qualifiedGoogle Sheets: Append Row

Log every qualified lead to a Google Sheet for your sales team to review and track.

Steps in Zapier

  1. 1.Trigger: Webhooks by Zapier → Catch Hook
  2. 2.Action: Google Sheets → Create Spreadsheet Row
  3. 3.Map: business_name → Column A, city → B, score → C, recommended_offer → D, timestamp → E

Track all AI-qualified leads in a shared spreadsheet your team can annotate.

lead.qualifiedSlack: Send Channel Message

Get an instant Slack notification with lead name, score, and recommended offer every time a lead qualifies.

Steps in Zapier

  1. 1.Trigger: Webhooks by Zapier → Catch Hook
  2. 2.Action: Slack → Send Channel Message
  3. 3.Message: "🏆 New lead: {{business_name}} in {{city}} — Score: {{score}}/100. Offer: {{recommended_offer}}"

Ping your #sales Slack channel instantly when a promising lead appears — no dashboard check needed.

lead.status_changedJobber: Create Client

Auto-create a Jobber client when a lead moves to closed_won — eliminates manual data entry between Bolsivo and Jobber.

Steps in Zapier

  1. 1.Trigger: Webhooks by Zapier → Catch Hook
  2. 2.Filter: only continue if new_status = "closed_won"
  3. 3.Action: Jobber → Create Client using business_name, city from payload

Keep your Jobber scheduling system synced without copying data manually.

invoice.paidGmail: Send Email

Send a personal thank-you email from your Gmail the moment a client pays their invoice.

Steps in Zapier

  1. 1.Trigger: Webhooks by Zapier → Catch Hook
  2. 2.Action: Gmail → Send Email
  3. 3.Subject: "Thank you, {{business_name}}!" Body: "Payment received — we'll see you at the next scheduled clean."

Automate client follow-up without writing it every time — clients feel appreciated, you do nothing.

email.sentAirtable: Create Record

Log every sent outreach email to an Airtable base for compliance records and deliverability tracking.

Steps in Zapier

  1. 1.Trigger: Webhooks by Zapier → Catch Hook
  2. 2.Action: Airtable → Create Record
  3. 3.Map: to_email, subject, business_name, draft_id, timestamp to Airtable fields

Maintain a permanent audit log of all commercial email outreach for CAN-SPAM compliance records.

Webhook reference

All Bolsivo events + payload shapes

lead.qualified

Fires when a lead scores ≥ 60/100 by the AI scorer

JSON payload example
{
  "event": "lead.qualified",
  "timestamp": "2026-06-29T14:23:00Z",
  "data": {
    "lead_id": "a1b2c3d4-...",
    "business_name": "Seattle Office Hub",
    "city": "Seattle",
    "score": 82,
    "recommended_offer": "Weekly office cleaning — 3,000 sq ft"
  }
}
lead.status_changed

Fires on any pipeline status change (new → qualified → contacted → won/lost)

JSON payload example
{
  "event": "lead.status_changed",
  "timestamp": "2026-06-29T15:00:00Z",
  "data": {
    "lead_id": "a1b2c3d4-...",
    "business_name": "Seattle Office Hub",
    "old_status": "contacted",
    "new_status": "closed_won"
  }
}
email.sent

Fires after an outreach email is approved and delivered

JSON payload example
{
  "event": "email.sent",
  "timestamp": "2026-06-29T16:10:00Z",
  "data": {
    "lead_id": "a1b2c3d4-...",
    "draft_id": "x9y8z7w6-...",
    "business_name": "Seattle Office Hub",
    "to_email": "manager@seattleofficehub.com",
    "subject": "Quick question for Seattle Office Hub"
  }
}
invoice.paid

Fires when a client pays an invoice via the Bolsivo client portal

JSON payload example
{
  "event": "invoice.paid",
  "timestamp": "2026-06-29T17:45:00Z",
  "data": {
    "invoice_id": "inv_...",
    "lead_id": "a1b2c3d4-...",
    "business_name": "Seattle Office Hub",
    "amount_usd": 850.00,
    "paid_at": "2026-06-29T17:45:00Z"
  }
}

Webhook signature verification

When you add a webhook secret in Bolsivo, every request includes an X-Bolsivo-Signature header signed with HMAC-SHA256. Verify it in Zapier using the "Filter" step or in a downstream app to prevent spoofed payloads.

X-Bolsivo-Signature: sha256=<hex_digest>

Related

n8n integration guide All integrations Developer docs

Start building your Zaps

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