API & Make.com / Zapier Integration

Last updated September 4, 2026

The JourneyFuse API lets outside tools read and create data in your workspace automatically. Where Webhooks send data out of JourneyFuse when something happens, the API lets you send data in — for example, pushing a new Facebook lead into JourneyFuse the moment it comes in, with no manual copying — and read it back, so an assistant or dashboard can answer questions about your book of business.

If you use Make.com, Zapier, or your own code to move data between tools, this is how you connect them to JourneyFuse.

What You Can Do

The API is currently in beta and covers the most common automation needs:

ActionMethodEndpoint
Verify your key / get workspace infoGET/api/v1/me
Create a leadPOST/api/v1/leads
Create a clientPOST/api/v1/clients
Tag a client or leadPOST/PATCHsend tags on any create or update below
Find clients (by email, or list recent)GET/api/v1/clients
Get a client by IDGET/api/v1/clients/:id
Update a clientPATCH/api/v1/clients/:id
Create a tripPOST/api/v1/trips
List tripsGET/api/v1/trips
Get a trip by IDGET/api/v1/trips/:id
Update a tripPATCH/api/v1/trips/:id
List leadsGET/api/v1/leads
Get a lead by IDGET/api/v1/leads/:id
List bookingsGET/api/v1/bookings
Get a booking by IDGET/api/v1/bookings/:id
List quotes (proposals)GET/api/v1/proposals
Get a quote by IDGET/api/v1/proposals/:id
Ask a client to fill in their own detailsPOST/api/v1/clients/:id/info-request
Create a client and a trip in one callPOST/api/v1/intake (also /api/v1/bookings)

The base URL is https://journeyfuse.com (or your agency's custom domain, if you have one).

Everything you can create, you can now read back. Writing is still limited to leads, clients and trips: there are no write endpoints for individual booking components (hotels, flights, cruises) or for quotes.

Wiring an AI assistant (Grok, ChatGPT, Claude) to your account? Start with Connect an AI Assistant to JourneyFuse, which covers the setup and what to know before handing a key to an outside service.

Getting Your API Key

  1. Go to Settings → API
  2. Click New API key
  3. Give it a name you'll recognize later (e.g. "Make.com - Facebook Leads")
  4. Copy the key that appears (it starts with jf_live_)

Your full key is shown only once, right after you create it. Copy it somewhere safe before closing the dialog. If you lose it, just create a new one and delete the old.

Treat a key like a password. You can revoke one at any time from the same page.

Key Scope: Advisor vs Agency

Every key belongs to one workspace, and how much of that workspace it reaches depends on who created it.

Who creates itScopeWhat the key can reach
An advisor on a teamAdvisor onlyThat advisor's own clients, leads, trips, bookings, and quotes
An agency owner or adminAgency-wideEvery record in the workspace
A solo agency (one member)Agency-wideEverything, since it is all yours anyway

This matters most at a host agency, where hundreds of independent advisors share one JourneyFuse workspace. An advisor's key can never read a colleague's clients, and a lookup for someone else's client comes back empty rather than telling you it exists somewhere.

If you are on a team, your key behaves like this:

  • Reads return only your own records. Every list — clients, trips, leads, bookings, quotes — is filtered to you, and another advisor's record returns 404 even with the correct ID. Bookings and quotes follow the advisor their trip belongs to, since that is who owns them.
  • Writes are stamped to you automatically. A client, lead, or trip created with your key is assigned to you and shows up in your pipeline right away.
  • Lead routing is ignored. agent_email and agent_id are accepted so the same request body works everywhere, but leads always land on you. Use an agency-wide key to route leads to other advisors.
  • Webhooks only fire for your own records. A webhook you create, in Settings → Webhooks or through our Zapier app, receives events for your clients, leads, and trips only. Your agency's own webhooks are unaffected and still see everything.

Owners and admins see every key in the workspace on the Settings → API page, labeled Advisor only or Agency-wide. Advisors see only their own.

Authentication

Send your key on every request, in either of these headers:

Authorization: Bearer jf_live_your_key_here

or

x-api-key: jf_live_your_key_here

To check that a key works, call the me endpoint:

curl https://journeyfuse.com/api/v1/me \
  -H "Authorization: Bearer jf_live_your_key_here"

A working key returns your workspace:

{
  "workspace": { "id": "...", "name": "Your Agency", "kind": "agency" },
  "scopes": ["*"]
}

Creating a Lead

This is the most common use: pushing a new inquiry into JourneyFuse so it shows up in your Leads pipeline at stage New.

Endpoint: POST /api/v1/leads

Body fields:

FieldRequiredNotes
first_nameYes*Required unless you send name
last_nameYes*Required unless you send name
nameYes*Alternative to the pair above. A single full name, split on the first space — "Jamie Rivera" becomes first Jamie, last Rivera. Also accepted as full_name
emailNo
phoneNo
sourceNoWhere the lead came from, e.g. "Facebook Lead Ads"
destinationNoWhere they want to travel
notesNoAny extra detail from the form
agent_emailNoRoute the lead to a specific agent by their JourneyFuse email
agent_idNoRoute the lead to a specific agent by their user ID

*Send either first_name + last_name or name. If you send name along with an explicit first_name or last_name, the explicit field wins.

If name is a single word ("Prince"), the lead is stored with a blank last name. This is what makes the endpoint work with chat platforms like ManyChat, Messenger and Instagram, where contacts frequently have no Last Name.

Example request:

curl -X POST https://journeyfuse.com/api/v1/leads \
  -H "Authorization: Bearer jf_live_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "first_name": "Jamie",
    "last_name": "Rivera",
    "email": "jamie@example.com",
    "phone": "+1 555 123 4567",
    "source": "Facebook Lead Ads",
    "destination": "Maui",
    "notes": "Honeymoon, late September, budget around $8k",
    "agent_email": "rebecca@youragency.com"
  }'

Example request — chat platforms (ManyChat, Messenger, Instagram):

These platforms usually expose one name field, or a Last Name that is often empty. Map the whole name into name and the request keeps working either way:

curl -X POST https://journeyfuse.com/api/v1/leads \
  -H "Authorization: Bearer jf_live_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "{{first_name}} {{last_name}}",
    "email": "{{email}}",
    "phone": "{{phone}}",
    "source": "ManyChat"
  }'

If the contact's Last Name is empty, name arrives as just their first name and the lead is created with a blank last name — no error, no failed automation.

Successful response (201 Created):

{
  "data": {
    "id": "a1b2c3d4-...",
    "first_name": "Jamie",
    "last_name": "Rivera",
    "email": "jamie@example.com",
    "phone": "+1 555 123 4567",
    "source": "Facebook Lead Ads",
    "stage": "new",
    "destination": "Maui",
    "assigned_to": "9a26f4ee-...",
    "assignment_status": "pending",
    "created_at": "2026-06-17T14:30:00.000Z"
  },
  "assignment": { "requested": "rebecca@youragency.com", "matched": true }
}

The new lead appears in your Leads pipeline immediately, and a lead.created webhook fires if you have one set up.

Assigning a lead to an agent

This applies to agency-wide keys. On an advisor-scoped key these fields are ignored and the lead is assigned to you (see Key Scope).

Pass agent_email and/or agent_id to route an incoming lead straight to a specific agent. The identifier is matched against your agency's members (email match is case-insensitive):

  • On a match, the lead is assigned to that agent pending their acceptance, exactly like a lead you assign by hand in the app. They get the in-app notification and email to accept or decline it.
  • On no match (the email or ID doesn't belong to anyone on your team), the lead is still created, just left unassigned. The response's assignment.matched is false, so your automation can flag it.

If you send both agent_email and agent_id, the ID is tried first and the email is used as a fallback.

Step by Step: Facebook Lead Ads to JourneyFuse via Make.com

This walks through the exact setup for sending Facebook lead-ad leads straight into JourneyFuse, replacing a tool like ClickUp in the middle.

  1. In Make.com, create a new scenario
  2. Add the Facebook Lead Ads module → Watch Leads, and connect your Facebook page and lead form
  3. Add a second module: HTTPMake a request
  4. Configure the HTTP module:
    • URL: https://journeyfuse.com/api/v1/leads
    • Method: POST
    • Headers: add one header
      • Name: Authorization
      • Value: Bearer jf_live_your_key_here
    • Body type: Raw
    • Content type: application/json
    • Request content: map the Facebook fields into the JSON body:
{
  "first_name": "{{first_name}}",
  "last_name": "{{last_name}}",
  "email": "{{email}}",
  "phone": "{{phone_number}}",
  "source": "Facebook Lead Ads",
  "destination": "{{destination}}"
}
  1. Run the scenario once to test, then check your JourneyFuse Leads pipeline for the new lead
  2. Turn the scenario on

That is the whole flow. Every new Facebook lead now lands in JourneyFuse automatically, tagged with the source so you know where it came from. The same HTTP module approach works for any tool that can send an HTTP request, including Zapier's Webhooks by Zapier → POST action.

Creating a Client

Endpoint: POST /api/v1/clients

Required: first_name, last_name. Optional: email, phone, household_id. If you leave household_id out, a household is created automatically (the same as adding a client in the app).

curl -X POST https://journeyfuse.com/api/v1/clients \
  -H "Authorization: Bearer jf_live_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{ "first_name": "Sam", "last_name": "Lee", "email": "sam@example.com" }'

The rest of the client record

Every field on the New Client form can be set here too, so a client created by an automation arrives complete instead of needing the rest typed in by hand. All of these are optional, and anything you leave out is simply left blank.

FieldNotes
prefix, middle_name, suffixName parts alongside first_name / last_name
date_of_birthYYYY-MM-DD. Also accepted as birthday
anniversaryYYYY-MM-DD
gender
notesAdded to the client's Notes, as a note you can edit in the app afterwards
address_1, address_2, city, state, zip, countryaddress also works for address_1, and postal_code for zip
phone_home, phone_work, phone_mobile, phone_altTyped numbers, alongside the main phone
passport_name, passport_number, passport_expiry, passport_issue_date, passport_country_of_issue, gender_on_passportThe passport profile. Dates are YYYY-MM-DD. passport_country also works for passport_country_of_issue
place_of_birth, nationality
known_traveler_number, redress_number, tsa_precheck_expiry, global_entry_expiryTrusted-traveler details
external_idYour own system's id for this person, for reconciliation
curl -X POST https://journeyfuse.com/api/v1/clients \
  -H "Authorization: Bearer jf_live_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "first_name": "Sam",
    "last_name": "Lee",
    "email": "sam@example.com",
    "date_of_birth": "1985-03-02",
    "address": "12 Harbour Way",
    "city": "Little Rock",
    "state": "AR",
    "zip": "72201",
    "passport_number": "X1234567",
    "passport_expiry": "2031-06-30",
    "notes": "Prefers window seats. Celebrating 20th anniversary in 2027."
  }'

Notes become real notes

A notes value is added to the client's Notes, the same list the Notes button on their record writes to, so an advisor can edit or delete it like any other note. Sending the same text again on a later call does not add a second copy, so an automation that re-syncs a record is safe to run as often as you like.

Fields we did not recognise

Anything in the body that is not a field name we accept is reported back rather than silently dropped:

{
  "data": { "id": "..." },
  "ignored_fields": ["passportNumber", "zip_code"]
}

The request still succeeds, because automation payloads often carry housekeeping keys that were never meant for us. Treat ignored_fields as the place to check a mapping: anything listed there did not save.

Reading a record back

Responses carry both names for the few fields whose form label differs from the underlying column, so you can read back exactly what you sent: date_of_birth alongside birthday, address alongside address_1, postal_code alongside zip, and passport_country alongside passport_country_of_issue.

Dates are validated before anything is saved. If one is malformed, or a number is not a number, you get a 400 naming every field that was wrong in that request, so you can fix a mapping in one pass rather than one field per attempt:

{
  "error": "invalid_input",
  "message": "Invalid value for: date_of_birth, passport_expiry.",
  "fields": { "date_of_birth": "invalid_date", "passport_expiry": "invalid_date" }
}

Tagging what you create

Send a tags array to attach workspace tags as the record is created. Tags are matched by name, case-insensitively, and a name that does not exist yet is created for you, so an automation step only ever has to carry the text you would type in the app.

curl -X POST https://journeyfuse.com/api/v1/clients \
  -H "Authorization: Bearer jf_live_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{
        "first_name": "Sam",
        "last_name": "Lee",
        "email": "sam@example.com",
        "tags": ["Newsletter Signup"]
      }'

A comma-separated string works too, which is what most no-code builders emit from a multi-select: "tags": "Newsletter Signup, VIP".

tags is accepted on POST /api/v1/clients, PATCH /api/v1/clients/:id, POST /api/v1/leads, and POST /api/v1/intake. The response echoes back the tags that were applied. A few things worth knowing:

  • A PATCH adds tags, it never replaces them. There is no way to remove a tag through the API, on purpose: a nightly sync that stopped sending a tag would otherwise strip one an advisor applied by hand.
  • On /intake, tags go to the client, whether that call created the client or matched an existing one on email. A repeat signup tags the person already on file.
  • On /leads, tags are applied before your automations run, so a journey that triggers on a tag fires for a lead created through the API.
  • Up to 20 tags per request, 60 characters each.

If you are capturing newsletter signups on your own website, note that a JourneyFuse form does this and more without any code: it can tag the submitter and drop them into Marketing Contacts for tag-targeted campaigns in one step. The API is the right tool when the signup has to stay on a page you control.

Finding Clients

Endpoint: GET /api/v1/clients

List the most recent clients, or look one up by email:

# Most recent (up to 100 per page; default 20)
curl "https://journeyfuse.com/api/v1/clients?limit=50" \
  -H "Authorization: Bearer jf_live_your_key_here"

# Find by email
curl "https://journeyfuse.com/api/v1/clients?email=sam@example.com" \
  -H "Authorization: Bearer jf_live_your_key_here"

Reading Trips, Leads, Bookings and Quotes

Every list works the same way: newest first, limit up to 100 per page, and the filters below. Each also has a matching /:id endpoint that returns one full record.

# Trips — filter by client, status or kind
curl "https://journeyfuse.com/api/v1/trips?status=planning" \
  -H "Authorization: Bearer jf_live_your_key_here"

curl "https://journeyfuse.com/api/v1/trips?client_id=<client-id>" \
  -H "Authorization: Bearer jf_live_your_key_here"

# Leads — filter by stage or email
curl "https://journeyfuse.com/api/v1/leads?stage=new" \
  -H "Authorization: Bearer jf_live_your_key_here"

# Bookings — the hotels, flights and cruises on a trip
curl "https://journeyfuse.com/api/v1/bookings?trip_id=<trip-id>" \
  -H "Authorization: Bearer jf_live_your_key_here"

# Quotes — filter by trip or status
curl "https://journeyfuse.com/api/v1/proposals?status=sent" \
  -H "Authorization: Bearer jf_live_your_key_here"
EndpointFilters
/api/v1/tripsclient_id, status, kind
/api/v1/leadsstage, email
/api/v1/bookingstrip_id, status, booking_type
/api/v1/proposalstrip_id, status

A filter value we do not recognise returns an empty list rather than an error, so polling for a status is safe.

A quote is a proposal

/api/v1/proposals is the endpoint for what your clients see called a quote. The app, this article and the API all say "proposal" for the same thing. Each one comes back with a share_url, which is the exact link your client opens, on your own custom domain when you have one, so you can text it or drop it into your own confirmation page.

Two things to know about bookings

GET and POST on /api/v1/bookings are not the same resource. GET returns real booking components: the hotel, the flight, the cruise, the rows that hang off a trip and carry the money. POST on that path is an older alias for /api/v1/intake, which creates a client and a trip. Both keep working, but for new automations use /api/v1/intake when you mean intake, and read bookings here.

There is no write endpoint for booking components. Add those in the app or through AI Import.

Paging Through Everything

Any list can return more records than one page holds. When there are more, the response carries a next_cursor. Pass it back as cursor to get the next page, and repeat until it stops coming back:

curl "https://journeyfuse.com/api/v1/clients?limit=100" \
  -H "Authorization: Bearer jf_live_your_key_here"
{
  "data": [ ... 100 clients ... ],
  "next_cursor": "MjAyNi0wOS0wMVQxMDoxMjozM1p8YzhkOWU..."
}
curl "https://journeyfuse.com/api/v1/clients?limit=100&cursor=MjAyNi0wOS0wMVQxMDoxMjozM1p8YzhkOWU..." \
  -H "Authorization: Bearer jf_live_your_key_here"

When next_cursor is absent, you have reached the end.

Two things worth knowing. The cursor is safe to use on a live account: records created while you are part-way through a walk will not shift the pages under you, so nothing gets skipped or handed to you twice. And a cursor we did not issue comes back as a 400 rather than quietly restarting at the first page, which would otherwise leave a sync looping over the same records and looking like it was working.

Updating a Client or Trip

Endpoints: PATCH /api/v1/clients/:id and PATCH /api/v1/trips/:id

Records rarely arrive complete. Passport and trusted-traveler details usually turn up weeks after the first form, sometimes after the deposit, and a PATCH is how an automation adds them to a record that already exists.

Send only the fields you want to change. Anything you leave out keeps its current value, and every field the matching POST accepts works here too.

curl -X PATCH https://journeyfuse.com/api/v1/clients/a1b2c3d4-... \
  -H "Authorization: Bearer jf_live_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "passport_number": "X1234567",
    "passport_expiry": "2031-04-02",
    "known_traveler_number": "TT1234567890"
  }'

A few things worth knowing:

  • Sending null does not clear a field. It is ignored, exactly like leaving the field out. This is deliberate: if a form question gets renamed and your automation starts sending empty values, we would rather drop the update than blank a passport number an advisor typed in by hand. To clear a field, edit the record in the app.
  • A body with no recognised field names comes back as a 400, rather than a 200 and an unchanged record, so a mapping typo shows up on the first call instead of silently doing nothing for a month. When only some of the names are unrecognised the request succeeds and lists them in ignored_fields.
  • Changing a trip's status does everything the app does when you change it there: queued client emails for that trip are cancelled or re-evaluated, automations re-run their conditions, and a trip.status_changed webhook fires. Re-sending the status a trip already has changes nothing.
  • A record that is not yours returns 404, the same as a record that does not exist. On an advisor-scoped key that means your own clients and trips only.

To confirm what landed, GET /api/v1/clients/:id or GET /api/v1/trips/:id returns the full record.

Letting Clients Fill In Their Own Details

If what you need is passport and trusted-traveler information, there is a path that skips your automation entirely: open the client's record in JourneyFuse and use Request info.

That emails them a secure, pre-filled form covering passport number, expiry and country of issue, date of birth, nationality, Known Traveler / TSA PreCheck number, and redress number, alongside contact details and travel preferences. You tick which sections to ask for. What they submit writes straight onto the client record, and the link expires after 30 days.

For anything covered by sensitive documents, this is usually the better route: the data goes from your client to their JourneyFuse record without passing through your inbox, your form tool, or your CRM.

Triggering it from your automation

Endpoint: POST /api/v1/clients/:id/info-request

The same request the button sends, so an intake flow does not have to stop and wait for someone to click. Ask for whole sections, individual fields, or both.

curl -X POST https://journeyfuse.com/api/v1/clients/a1b2c3d4-.../info-request \
  -H "Authorization: Bearer jf_live_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "sections": ["passport"],
    "fields": ["address_1", "city"],
    "message": "One last step before we can ticket your flights."
  }'
{
  "data": {
    "id": "7f0c...",
    "url": "https://journeyfuse.com/traveler-info/9b2e...",
    "expires_at": "2026-09-16T14:02:11.000Z",
    "fields_requested": ["passport_number", "passport_expiry", "..."],
    "sent": true,
    "reused": false
  }
}

The sections are passport, contact, preferences, loyalty, personal, and comms — the same groups the in-app picker shows. A section expands to whatever fields it holds at the time of the call, so if we add a field to the passport block later, your existing integration starts asking for it without any change on your side. Use fields when you want exact control.

Three behaviors worth knowing before you build against it:

  • send: false returns the link without emailing anyone. Use it when you would rather put the link on your own confirmation page or send it by text than have a second email arrive.
  • Calling it again with the same fields returns the link that is already outstanding rather than creating a second one, and sends no email. The response says "reused": true. So an automation that re-syncs on every form edit will not mail your client a fresh link each time. Ask for a different set of fields and you get a new request.
  • An unknown section or field name is a 400 that names it. A mapping typo fails on your first call instead of quietly requesting a shorter form.

The link expires after 30 days, and a client with no email address on file returns a 400 unless you send send: false.

Can clients reach this from their portal?

Partly, and it is worth knowing the difference when you explain it to them.

The Request info form above is its own link, sent by email or handed over by you. It is the only place that covers the full profile, including Known Traveler / TSA PreCheck and redress numbers.

Separately, any client with a portal can open a trip there and fill in traveler details for everyone travelling, from the Traveler info banner on the trip. That covers names, dates of birth and passport details, and it writes back to the client record the same way. Two caveats: the passport fields only appear when the trip is marked as international, and Known Traveler and redress numbers are not on that form.

Creating a Trip

Endpoint: POST /api/v1/trips

Required: name. Optional: client_id, start_date, end_date, destination, status (defaults to planning), source. If you pass a client_id, it must belong to your workspace.

source is free text describing where the trip came from — "Website form", "Referral partner", a campaign name. It's stored on the trip and shown as a chip on the trip's header. Unlike the intake endpoint below, there's no default here: leave it out and the trip simply has no source recorded.

status accepts any of lead, planning, deposited, paid, traveling, closed, lost, and is case-insensitive, so "Planning" works as well as "planning".

curl -X POST https://journeyfuse.com/api/v1/trips \
  -H "Authorization: Bearer jf_live_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Rivera Honeymoon - Maui",
    "client_id": "a1b2c3d4-...",
    "start_date": "2026-09-20",
    "end_date": "2026-09-28",
    "destination": "Maui"
  }'

The rest of the trip record

As with clients, the fields on the New Trip form can all be set at creation:

FieldNotes
trip_typesTag list. An array (["Beach","Honeymoon"]) or a comma-separated string. The presets are Beach, Cruise, Disney, All-Inclusive, Europe, Honeymoon, Adventure, Group, and your own values are allowed. trip_type also works
departure_city
notesThe trip's Notes field
budgetNumber
group_adults, group_childrenWhole numbers. adults and children also work
deposit_due_date, final_payment_dateYYYY-MM-DD. These drive the automated payment reminder emails
internal_refInternal name. Doubles as Policy # / Confirmation # on the other record kinds below
portal_enabledtrue to make the trip visible in the client portal

Two fields are deliberately not settable here. The trip's total is calculated from its bookings, so it cannot be set directly, and the reporting-exclusion flag is paired with a required reason and is set in the app so an excluded trip is never an unexplained gap in a total.

Policies and Activities

Policies and Activities are created through this same endpoint — they are not separate record types with their own URLs. Pass kind:

kindPrimary dateSecondary dateinternal_ref is labelled
trip (default)start_dateend_dateConfirmation #
policyeffective_atexpiry_atPolicy #
activityactivity_atConfirmation #

So a travel insurance policy is:

curl -X POST https://journeyfuse.com/api/v1/trips \
  -H "Authorization: Bearer jf_live_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "kind": "policy",
    "name": "Rivera - Allianz OneTrip Prime",
    "client_id": "a1b2c3d4-...",
    "effective_at": "2026-09-20",
    "expiry_at": "2026-09-28",
    "internal_ref": "POL-4471"
  }'

and an excursion is the same call with "kind": "activity" and an activity_at.

One-Call Intake: Client + Trip Together

Endpoint: POST /api/v1/intake — also reachable at POST /api/v1/bookings

Most booking automations need the same two things: find or create the client, then create a trip for them. Doing that with the endpoints above takes three calls (GET /api/v1/clients?email=…, then POST /api/v1/clients if nothing came back, then POST /api/v1/trips), plus branching logic in Make.com or Zapier to handle the "already a client" case.

This endpoint does all of it in one request. Send the person's name and email, and JourneyFuse either reuses the client you already have or creates a new one, then creates a trip linked to them.

This does not create booking components. Despite the older /api/v1/bookings path, this endpoint creates a client and a trip — not hotels, flights, cruises, or any other booking line item on a trip. There is no API for adding booking components yet; those are added in the app. /api/v1/intake is the same endpoint under a name that says what it actually does, and it is the one to use in new automations. The /api/v1/bookings path keeps working exactly as before, so nothing you have already built needs to change.

Body fields:

FieldRequiredNotes
first_nameYes
last_nameYes
emailNoThis is what dedupe keys on. Strongly recommended — see below
phoneNoOnly used when a new client is created
event_nameNoWhat they booked, e.g. "3-Hour Planning Session". Used in the auto-generated trip name
start_dateNoTrip start. Full ISO timestamps are fine — see below
end_dateNoTrip end
destinationNoWhere they're going
trip_nameNoOverrides the auto-generated trip name
statusNoTrip status at creation. Defaults to planning
notesNoGoes on the trip — the qualification context for what they're asking for
client_notesNoGoes on the client — the standing note about the person, added to their Notes
sourceNoWhere the booking came from. Defaults to "Calendly". Stored on the trip and echoed back in the response

Everything listed under the rest of the client record and the rest of the trip record is accepted here too, so a single intake call can carry the whole form: date of birth and passport details onto the client, trip type, departure city, group size and budget onto the trip.

Client fields are only used when a new client is created. On a dedupe match the existing record is left exactly as it is, so a repeat booker's details are never overwritten by whatever your form happened to collect this time.

How the client dedupe works

  • If you send an email, JourneyFuse looks for an existing client with that email in your workspace. The match is case-insensitive, so Sam@Example.com finds sam@example.com. If more than one matches, the oldest one wins.
  • On a match, that client is reused as-is — their name and phone are not overwritten with what you sent. The new trip is simply linked to them. Repeat bookers stay one client with a growing trip list instead of piling up duplicates.
  • On no match, a new client is created, along with a household for them (the same as adding a client in the app).
  • If you leave email out, there is nothing to dedupe on and a new client is created every time. Send the email whenever your source system has one.
  • On an advisor-scoped key, dedupe only looks at that advisor's own clients (see Key Scope). At a host agency, two advisors can each have their own client record for the same email, and neither request touches the other's.

The response tells you which happened: client_created is true for a brand-new client and false when an existing one was reused.

The trip that gets created

  • Name — if you don't send trip_name, it's composed from what you did send, joined with em dashes: Jamie Rivera — 3-Hour Planning Session — Sep 20, 2026. Parts you leave out are skipped, so a request with just a name produces a trip named Jamie Rivera.
  • Datesstart_date and end_date accept a plain date (2026-09-20) or a full ISO timestamp (2026-09-20T14:00:00.000000Z), which is what Calendly sends. Either way only the date is stored, so you can map Calendly's field straight across without reformatting it.
  • StatusPlanning unless you send a status. If your form already tells you the trip is a lead, or a deposit has been taken, send it and skip the correction.
  • Owner — the trip and any new client are stamped to whoever the key belongs to, so they land in that advisor's pipeline immediately.
  • Sourcesource is stored on the trip and shown as a chip on the trip's header, so an advisor can see at a glance that a trip came from Calendly, your website form, or wherever else you send it from. It's also echoed back in the response so your automation can branch on it. Underscores are tidied up for display, so website_form reads as "Web Form" — the same treatment a lead's source gets.

Example request:

curl -X POST https://journeyfuse.com/api/v1/intake \
  -H "Authorization: Bearer jf_live_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "first_name": "Jamie",
    "last_name": "Rivera",
    "email": "jamie@example.com",
    "phone": "+1 555 123 4567",
    "event_name": "3-Hour Planning Session",
    "start_date": "2026-09-20T14:00:00.000000Z",
    "end_date": "2026-09-28",
    "destination": "Maui",
    "source": "Calendly"
  }'

Successful response (201 Created):

{
  "data": {
    "client": {
      "id": "a1b2c3d4-...",
      "first_name": "Jamie",
      "last_name": "Rivera",
      "email": "jamie@example.com",
      "phone": "+1 555 123 4567",
      "household_id": "b2c3d4e5-..."
    },
    "trip": {
      "id": "c3d4e5f6-...",
      "name": "Jamie Rivera — 3-Hour Planning Session — Sep 20, 2026",
      "client_id": "a1b2c3d4-...",
      "start_date": "2026-09-20",
      "end_date": "2026-09-28",
      "destination": "Maui",
      "status": "planning",
      "created_at": "2026-07-27T14:30:00.000Z"
    },
    "client_created": true,
    "source": "Calendly"
  }
}

Both client.created and trip.created webhooks fire — except that client.created is skipped when an existing client was reused, since no client was created.

Calendly to JourneyFuse via Make.com

Same shape as the Facebook flow above: Calendly → Watch Events, then HTTP → Make a request pointed at https://journeyfuse.com/api/v1/intake with your Authorization header and this body:

{
  "first_name": "{{invitee_first_name}}",
  "last_name": "{{invitee_last_name}}",
  "email": "{{invitee_email}}",
  "event_name": "{{event_type_name}}",
  "start_date": "{{event_start_time}}",
  "source": "Calendly"
}

Book a test appointment on your own Calendly link, then check Trips in JourneyFuse for the new trip before turning the scenario on.

Error Responses

Errors come back as JSON with a consistent shape:

{ "error": "invalid_input", "message": "first_name and last_name are required (or send name / full_name).", "fields": { "first_name": "required", "last_name": "required" } }
StatusWhat it means
400Missing or invalid fields, or the body was not valid JSON
401Missing key, or the key is wrong or revoked
404The record was not found in your workspace
500Something went wrong on our end

Tips

  • Test with /api/v1/me first so you know the key works before building the rest of the automation
  • Use /api/v1/intake when a booking should produce both a client and a trip — it dedupes the client for you, so repeat customers don't pile up as duplicates. Remember it creates a client and a trip, not booking components like hotels or flights.
  • Set a clear source on leads (like "Facebook Lead Ads") so you can tell at a glance where each one came from
  • Use one key per integration and name it after the tool, so you can revoke just that one if you ever need to
  • Reach for PATCH when details arrive late rather than holding the record back until you have everything. Create it with what the first form gave you, then fill in passport details when they come.
  • Pair the API with Webhooks for two-way sync: send leads in via the API, and push updates back out via webhooks
  • The API is in beta while we add more endpoints. If there's something you want to automate that isn't covered yet, let us know.