Where to start
CRM workspace → Tools → Britixo Automations (or Utilities in a classic layout)
Before you begin
Open the company you actually want Zapier to use. A product website, account dashboard or Help Centre address is not necessarily the CRM workspace address.
Follow these steps
- Sign in through your shared Britixo MyAccount access and open the intended Proplix CRM company workspace.
- Wait until the CRM company workspace is open and confirm the company name.
- Use the application workspace address supplied for your Proplix company after launch. Do not use proplix.co.uk or the shared MyAccount login address as a substitute.
- Use HTTPS and remove query strings, page fragments and any username or password. Keep the workspace’s base path if it has one.
- Enter that address in the approved Zapier connection flow. Confirm the workspace name returned before approving access.
Check the result
The address and company shown in Zapier match the company you opened in Proplix. Each distinct company is connected separately.
If something does not look right
For “invalid workspace”, first check the base address, company activation and approved URL with support. Do not guess a company identifier or substitute the main Proplix marketing domain.
Fields, rules and limits
- Use the supplied workspace URL exactly; HTTPS is required.
- Do not use an article URL, a public website address or a URL ending in a particular lead or admin page.
- A saved connection cannot be switched to another company by sending a different tenant ID.
Questions and answers
Is my MyAccount URL the workspace URL?
No. Use MyAccount to open the correct service or company, then use the CRM workspace address supplied for that company.
Should I include /admin?
Use the base workspace URL requested by the approved connection flow, without a specific administration page such as /admin/leads.
Can I connect several companies?
Create and clearly name a separate connection for each company. Select the matching connection in every Zap step and test each one separately.
What if I use a custom domain?
Ask support which registered address is approved for the connector. A custom domain must belong to the active registered workspace; an arbitrary HTTPS website is not enough.
Why is an address with ? or # rejected?
Workspace validation expects a base URL, not page state or a query. Remove the query string or fragment and confirm the address with the administrator.
What happens if I rename or move a workspace?
Pause affected Zaps, obtain the new approved address and arrange a connection test or reconnection. Do not assume saved URLs follow a move automatically.
Useful next steps
- Prepare accounts and access for Zapier
- Connect a workspace to Zapier
- Understand Zapier permissions and consent
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.