Documentation Index

Fetch the complete documentation index at: https://help.infoodle.com/llms.txt

Use this file to discover all available pages before exploring further.

Actions to Write data to infoodle

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Saving data info infoodle is needed when you want to use data from another system in infoodle e.g. adding a new contact, note or transaction in infoodle created using another system

What can I write
You can only save data that your infoodle permissions allow. If you can save the data on the website, you can save it through Zapier.

The data values used in the Zapier interface match the data you can use through the API. The detail of whats available is described in our API documentation.

Name in Zapier Description of data available
Add Contact https://api.infoodle.com/#tag/people/POST/people
Create Tag https://api.infoodle.com/#tag/people/POST/tags
Create Transaction https://api.infoodle.com/#tag/people/POST/transaction
Create Transaction Batch https://api.infoodle.com/#tag/people/POST/batch
Set Group Membership by Unique ID https://api.infoodle.com/#tag/group/POST/group/memberships/uniqueid/{uniqueid}/{groupid}
Set Group Membership by User ID https://api.infoodle.com/#tag/group/POST/group/memberships/{id}/{groupid}
Link Entity to Tag https://api.infoodle.com/#tag/tagrelation/POST/tagrelation
Remove Tags From Entity https://api.infoodle.com/#tag/tagrelation/PATCH/tagrelation/{entity_id}