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 an "if this happens, then do this" principle. Technically, we call them triggers and actions.  If trigger happens, then perform an 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 account, using this link. If you are already a Zapier customer, simply log in to your account.
  2. Click the Make a Zap! button to get started

    Make_a_Zap_button_in_Zapier
  3. Search for Simplero for your Trigger App 

    Choose_a_trigger_app-Simplero_in_Zapier
  4. Choose your trigger and click the Save+Continue button
    (New or Delete a purchase or subscription, or triggers added to a contact)

    Choose_steps_for_Simplero_Trigger_in_Zapier
  5. Go back to your Simplero account in a new tab and create a new API key for Zapier
    • Select Settings from Simplero Dashboard
    • Select the Integrations tab
    • Click the +Create new API key button
    • Enter Zapier for your API key name

      zapier-1-medium.jpg
    • Once the system generates the API you will select the Clipboard icon next to it, that will copy the API key and now you can paste it to connect Simplero with your Zapier account

      Zapier_API_key_from_Simplero
  6. Go back to your Zapier account and click the Connect an account button to connect your Simplero Account 

    Connect_Simplero_account_in_Zapier
  7. Paste the API key that you copied from your Simplero account and click the Yes+Continue button

    Paste_API_key_from_Simplero
  8. Test your connection (If you chose the Purchase trigger step, you can create a purchase by buying the freebie link) 

    Test_connection_with_Simplero_from_Zapier
  9. When successful, click the Save+Continue button
  10. Repeat steps 3-4 for what will happen after Trigger action in Simplero 
  11. Finish and Name your Zap

    Name_and_turn_ON_Zap
  12. Don't forget to turn ON your zap

Happy integrating!