In order to open up our system and to make customers expand COHO without having to wait for us to include things in our roadmap, we’ve started to open some of our processes. While integration can mean a bunch of things, we have opened 2 ways to integrate with COHO: Through our API, or through Zapier (no-code)

Authentication

The two methods require some authentication from your end before being able to use one or the other services. You will need an “API key”. To get this API key, go to the Users panel (https://coho.life/app/manage#organisation-users) and click on “Invite new user”

On the form, select API Key as a role, and give it a name.

Once you added the user, your newly created API key will be setting at the top of the list of your team members: ie. mine starts with c766… You can delete it whenever if needed.

API

Browse the endpoints: https://api.coho.life/scalar/#coho-public-api-10

We’re using scalar to host our API documentation, which makes it easy for you to test calls from that page while building your implementation.

If you want to do so, please set your API key as the bearer token at the top of the page.

The page is self explanatory for anyone tech-literate, but if you have any question or feedback, send us an email at support@coho.life.

Zapier

Zapier is a no-code application that allows you to integrate different apps together. We’ve built several trigger events on there:

• New maintenance issue: Triggers when a new maintenance issue is created.
• New lead: Triggers when a new lead is created.
• New viewing Triggers when a new viewing is created.
• New general update: Triggers when a new audit log is created.
• New viewing update: Triggers when a new viewing history audit log is created.
• New maintenance update: Triggers when a new viewing audit log is created.
• New onboarding update: Triggers when a new onboarding audit log is created.

On Zapier, you would create a subscription to a trigger event, so that whenever it happens (usually checked every 15 minutes), that event will be grabbed by Zapier, along with the information it contains.

From there, you can take action on another app available on Zapier: For instance, you could do: “Whenever a new lead is created, grab its email address and add it as a contact in our Mailchimp.”

COHO only has trigger events available and no actions: You couldn’t for instance subscribe to a trigger from Gmail and action it through COHO.

Create your first Zap

First, head to https://zapier.com. You might have to login or create an account. Once connected, click on “+ Create” and select “Zaps”

On the Zapier designer screen, first click “Trigger” and select COHO.

Then, select your trigger event.

…and link your COHO account. If you don’t have a COHO account linked onto Zapier already, click “Connect a new account”.

In the case you’re connecting your account, you’ll get to the screen below. There, paste the API key you created from COHO.

Once that’s done click on Continue. You’ll get to the Test section. What happens there is that Zapier will ask COHO if there are some records matching the triggers and return them. For instance on the screen below, Zapier found one lead record I could do my test with.

If you have no record, Zapier should give you some placeholder values so that while you have no record to test with, you can still use that. In our case, for the trigger events finishing with “update” (the ones that use the audit logs), if an event of this kind wouldn’t have happened in the last 20 minutes, it would not be picked-up.

This allows you to see what data is available on that trigger event, hence what you can build from it.

Then, click on Continue with selected record. When you do this, you will be prompt to select another app of your choice. In my example I chose Google Calendar and specifically the “Detailed Event”

When I get to Configure, by clicking Continue, that’s when the magic happens:

I can use the data from that new lead, to pass it into the new calendar event summary, or description…(use the / key for this) That explains the power of Zapier: catch things happening in COHO, and action them onto new apps!

Once you’re happy with your configuration, test it, and publish it!