Developers · Zapier + Pipedrive

Send referrals to Thurgood from Pipedrive

About 10 minutes, one time. After that, when you mark a deal as referred to Thurgood, the way you already mark referrals to anyone else, the client's details reach us automatically and their CaseFile is started. Thurgood never emails the client. You need a Zapier account (a free one works) and your Thurgood API key.

Add Thurgood to Zapier

Step 1

Add the Thurgood app to Zapier

Open this link while logged in to Zapier and accept the invite: add Thurgood to Zapier.

Step 2

Get your API key

Each firm has its own key, issued by Thurgood. It starts with tgk_. If you don't have one, email caseworker@askthurgood.com with your firm's name. Thurgood only stores a fingerprint of the key, so keep it somewhere safe; if it's lost, we revoke it and issue a new one.

Step 3

Mark referrals the way you already do

Do whatever your team does today when a lead is referred out: a stage, a "Referred to" field or a label. Then in Pipedrive go to Deals → Filters → New filter, set the condition that means "referred to Thurgood", and save it.

Step 4

Build the Zap

01
Create a Zap
In Zapier, create a new Zap.
02
Pipedrive → Deal Matching Filter
Connect your Pipedrive account when asked, and choose the filter from step 3.
03
Thurgood → Send Referral
Connect it with your Thurgood API key.

Step 5

Map the fields

Thurgood field	Map from Pipedrive
Record ID	Deal ID (required)
Name	Deal Title (required). This becomes the client's name.
Email, Phone	Your client email and phone fields on the deal, if you have them
State, Company	Where the client worked, and their employer
Initial Summary	Your intake summary. Used to start the client's CaseFile.
Employer's stated reason, Believed reason	Your intake question fields
Dates of employment, Hourly or Salary	Your dates and pay fields
Documents or Links, Job Title, Notes	Anything else you want Thurgood to have
Send only when	Leave blank. Your Pipedrive filter already picks the referred deals.

Leave blank anything you don't track. Pipedrive titles a new deal after its organization when one is set, so if you put the employer there, change the deal title to the client's name.

Step 6

Test and turn on

Testing sends a real referral: when you click Test step, Zapier sends the sample deal to Thurgood. Pick a deal you are actually referring to us, or skip the test. Then turn the Zap on.

What happens next

After the Zap is on

Thurgood creates the client's record, linked to your firm, and starts their CaseFile from the intake you sent.
Nothing is emailed to the client or to your firm. Once the Zap is on, you don't need to email referrals to Thurgood.
Your firm's lawyers can see the referral, and the intake you sent, on the client's profile.
Each deal is sent once, so editing it or moving it between stages afterwards won't create a duplicate.
Deals that already match your filter when you turn the Zap on aren't sent. Only deals you mark from then on are.
If the client's email already belongs to a Thurgood client, that client is left unchanged.

Questions: caseworker@askthurgood.com

API reference

The API behind the Zap

You don't need this to use Zapier. It's here for your developers, or if you'd rather send referrals from your own system.

Authentication

Send your key in the X-Api-Key header on every request. Authorization: Bearer <key> is also accepted on POST, and an api_key field for senders that can't set headers. Use https://askthurgood.com, not www.: a redirect would drop the request body.

Check a key

GET https://askthurgood.com/api/thurgood/referrals/me
X-Api-Key: tgk_your_key_here

200 {"status": true, "lawfirm": "Your Firm Name"}
401 {"status": false, "error": "Invalid API key"}

Send a referral

POST https://askthurgood.com/api/thurgood/referrals
X-Api-Key: tgk_your_key_here
Content-Type: application/json

{
  "external_id": "4821",
  "name": "Jane Doe",
  "email": "jane@example.com",
  "state": "CA",
  "initial_summary": "I was fired two weeks after reporting unpaid overtime..."
}

JSON or form fields are both accepted. Fields not listed below are ignored.

Field	Required	Description
external_id	Recommended	Your record id (e.g. Pipedrive deal id). Each id is accepted once per firm. `pipedrive_deal_id` also works.
name	Yes	Client's full name (or send `first_name` + `last_name`).
email	No	Client's email. If sent, it must be a valid address.
phone	No	Client's phone.
state	No	US state the client worked in — `CA` or `California`.
company	No	Employer.
initial_summary	No	The client's account of what happened. Used to start their CaseFile.
employer_reason	No	What the employer said was the reason for the termination/separation.
believed_reason	No	Why the client believes they were actually terminated/separated.
employment_dates	No	Dates of employment.
pay	No	Hourly or salary.
drive_links	No	Links to any client documents (Google Drive, Dropbox, etc.).
job_title	No	Job title.
notes	No	Anything else for Thurgood.

Response	Body	Meaning
202	`{"status": true, "referral_id": 123}`	Accepted. Processing finishes within a few minutes.
200	`{"status": true, "duplicate": true, "referral_id": 123}`	This `external_id` was already sent — nothing new created.
401	`{"status": false, "error": "Invalid API key"}`	Missing, wrong or revoked key.
422	`{"status": false, "error": "A name is required"}`	Missing name, or an email that isn't a valid address.
429		More than 200 requests a minute.