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Koffyr Documentation

Zapier integration

Who this is for

Section titled “Who this is for”

Agency Owners and Managers who want to connect Koffyr to Zapier or another automation platform to trigger actions when COI activity occurs. For example: logging issued COIs to a spreadsheet, notifying a Slack channel when a COI is declined, or updating a CRM when a COI request comes in.

Before you start

Section titled “Before you start”

You will need a Zapier account (or access to another automation platform that supports polling-style REST triggers). To use the Koffyr triggers, you will need to create an API key in Koffyr and paste it into your Zap.

The API Keys section is available to your agency once Koffyr has enabled it for your account — this isn’t a setting your agency owner can turn on. If you do not see the API Keys section under Settings → Integrations, contact support.

Step-by-step

Section titled “Step-by-step”

Create an API key

Section titled “Create an API key”
  1. Go to Settings → Integrations.
  2. Scroll to the API Keys section and click Create API key.
  3. Give the key a name (for example, “Zapier”) so you can identify it later.
  4. Click Create. Your new key is displayed — copy it and store it securely. You will not be able to see it again.

Set up a Zap

Section titled “Set up a Zap”
  1. In Zapier, create a new Zap.
  2. Choose a trigger. Koffyr supports three events:
    • COI Requested — fires when a new COI request arrives and is awaiting your review.
    • COI Issued — fires when your agency issues a certificate.
    • COI Declined — fires when your agency declines a COI request.
  3. When Zapier asks how to authenticate, enter the API key you created in Koffyr. Zapier will send it in the X-API-Key header on every poll.
  4. Each trigger returns the details of the COI request: the insured, the certificate holder, the coverage fields, and (for issued COIs) the S3 location of the rendered certificate PDF.

Revoke an API key

Section titled “Revoke an API key”
  1. Go to Settings → Integrations → API Keys.
  2. Find the key you want to revoke and click Revoke. Confirm the prompt.
  3. Any Zap using the revoked key will stop receiving data immediately. Create a new key and update your Zap if needed.

What happens next

Section titled “What happens next”

Once a Zap is set up, Zapier polls the Koffyr trigger endpoint every few minutes. When new matching activity has occurred since the last poll, Zapier fires the downstream actions in your Zap — for example, adding a row to a Google Sheet, sending a Slack message, or updating a HubSpot record.

Troubleshooting

Section titled “Troubleshooting”

My Zap is not firing. Confirm that the API key you entered in Zapier matches the one in Koffyr and that it has not been revoked. Check that the trigger type matches the activity you expect — for example, “COI Issued” only fires when your agency has actually approved and issued a certificate.

I accidentally showed my API key to someone. Revoke the key immediately from Settings → Integrations → API Keys, then create a new one and update your Zap.

Section titled “Related”
  • Webhooks — push-style alternative to Zapier polling; sends real-time events to any HTTPS endpoint

Last verified: 2026-07-14