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Zapier

We are excited to tell you about our latest feature, Zapier Integration!
 
Zapier is a service that connects the web apps you use to easily move your data and automate tedious tasks.  They have 300+ popular apps on their roster; think Gmail, Salesforce, Basecamp et al. And we are now pleased to announce that Simplero has joined that list.
 
Zapier operates on a "if this happens, then do this" principle.  Technically, we call them triggers and actions.  If trigger happens, then perform action.  For example, you have a "Contact Us" form on your sales page, and you would like to add whoever submits the form to a list called "Potential Customers" in Simplero.  The Zapier integration is built just for this!
 
Zapier also works the other way, from Simplero to other apps. e.g. When someone makes a purchase in Simplero, you would like to send them a thank you card..  Simplero + Zapier + Thankster can make it happen.
 
Here is how to set up a zap....

 

1.Sign up with Zapier, using this link.  If you are already a Zapier customer, simply login to you account.

2. Click "Make a Zap!"

3. Search for Simplero for your Trigger App

4. Choose your trigger. (New or Delete a purchase or subscription, or triggers added to a contact)

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5. Save and Continue

6. Connect your Simplero Account 

 

Switch over to your Simplero account in a new tab, go to Settings > API Keys, and create a new API key for use with Zapier. Enter "Zapier" when asked about the purpose of the API key. 

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Click the clipboard under "get" and that will copy the API-key to your dashboard.

Switch back to Zapier, select he button to connect an account and paste the API-key into the field there. Then click Continue.

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7. Test your connection (you can create a purchase by buying the freebie link)

8. When successful save and continue

9. Repeat steps 3-5 for what will happen after Trigger action in Simplero

10. Finish and name your zap

Don't forget to turn on your zap

 

Happy integrating!
 

 

 

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