Edvisor + Zapier: connecting and using
Last updated: May 6, 2026
Zapier + Edvisor: 3 steps. (1) Use Zapier invite link (Edvisor is not on public directory). (2) Connect with Edvisor API key (request from Account Manager or Support). (3) Send webhook URL to Edvisor for trigger Zaps. Limited to student profile events + pipeline movements. No quote/invoice/agreement data.
Zapier creates automated workflows between Edvisor and thousands of supported apps.
Key Zapier terms
- Zap. An automated workflow.
- Trigger. Event that begins the sequence.
- Action. Event that occurs as a result of a trigger.
- Webhook URL. URL generated by Zapier, added in Edvisor for trigger Zaps.
Connection setup
Three main steps:
- Allow Zapier to access Edvisor via Zapier invite link (Edvisor isn't on the public directory).
- Connect the Edvisor account using an Edvisor-provided API key.
- Send Edvisor team the Zapier-generated webhook URL via the Webhooks Request Form (for trigger Zaps).
Zapier invite link
Use this exact link: https://zapier.com/developer/public-invite/146329/3146011925c56b9cf8c74556ee0e12cd/
- Open in a new tab while logged into Zapier.
- Accept the invite.
- Begin first Zap.
Edvisor API key
Request from Account Manager or Support Team. Format example: private_yp3779t2wnklwj1zfluq535hj0xzjqujj44m.
What Zapier can do with Edvisor
Limited to student profile events:
- Create or update student profiles.
- Pipeline step/stage movement.
- Default and custom student fields.
Cannot access: quotes, invoices, agreements, or other non-student data.
Useful IDs
- UserID of agents — ask Account Manager or Support.
- Pipeline ID and stage IDs — visible in Settings > Company > Pipelines (number beside each pipeline stage).