# Zapier
## Set Up Your App to Work with **CheckoutChamp** on **Zapier**
Zapier is connected to the CheckoutChamp API and can pull 3 different data types which are New Customers, New Orders and New Transactions.
The purpose of this document is to walk clients through setting up 3rd party software with CheckoutChamp through Zapier.
*This document assumes you already have an account with Zapier and already know which apps on Zapier you want to work with.*
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***You will need to create an API user inside of CheckoutChamp CRM with AWS listed as the IP Whitelist. Be sure to grant access to the necessary endpoints.***
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## Setting up CheckoutChamp as a Trigger
### Step 1 - Activate Zapier Plugin inside CRM
In the Left hand navigation panel of **CheckoutChamp CRM**, *select* **Admin**, and from the drop down *select* **Plugins**.
**Zapier** is located in 4 plugin categories; **Accounting, Affiliate systems, Chargeback Management** and **Data Sources**.
Once you find **Zapier**, *click* on the image to reveal the **"Activate"** button, which will take you to **Zapier's Konnektive App** to create a **"Zap"**.
You can also choose **"Visit website"** to learn more about **Zapier** and the apps on their platform.
### Step 2 - Create Zap inside Zapier with KonnektiveCRM as the trigger
Inside Zapier, click the “+ Create” button to create a new Zap and follow the Zap wizard.
#### App & Event
The first step of the Zap is to choose your App and Event. Choose/search for the KonnektiveCRM App and then choose your Trigger. The **Konnektive App** has 3 Trigger Events; **New Customers**, **New Orders**, and **New Transactions**.
The trigger event you select will determine the type of Zap that you are configuring. Once you choose, *click* **Continue**.
#### Account
The second step of the Zap will ask for the KonnektiveCRM account that the Zap should use. This will display a login page where you will enter in the API credentials for your Zapier API User. This will be the same the same login you would use to access the **CheckoutChamp API**.
Click **'+ Connect an Account'**, enter your credentials, and *click* **Save and Continue**.
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*NOTE: You will need an API user inside of **CheckoutChamp CRM** to use to login to **Zapier's Konnektive App**.*
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#### Trigger
The next step of the Zap is where your Trigger Event selection becomes important as the Triggers available are based on which Event you chose.
If you chose the **New Order Event**, select a campaign (or leave blank for all campaigns) and then choose one of the 4 order types (required):
***New Sale**- triggers when a new sale comes through CheckoutChamp*
***Cancelled Orders**- triggers when an order is cancelled in CheckoutChamp*
***Partial Orders**- triggers when a partial order comes through on CheckoutChamp*
***Recurring Orders-** triggers when a recurring order is billed inside CheckoutChamp*
You can also choose if the Zap should be specific for an Upsell purchase, and/or if the Zap should only trigger if a specific campaignProductId is on the order. (optional)
If you chose **New Transaction Event**, select a campaign (or leave blank for all campaigns) and then choose one of the 2 order types (required)
* ***Declines**- triggers when a transaction is declined in CheckoutChamp*
* ***Refunds**- triggers when a transaction is refunded in CheckoutChamp*
You can also choose if the decline or refund took place against a specific product. (optional)
If you chose the **New Customer Event** then there is no Trigger step - move on to Testing the Zap.
#### Test
The last page lets you test your credentials to make sure everything is set up correctly. You should get a **Test Successful Status** and you will also be able to view data if you *click* **View Transactions or Orders**.
If for some reason your test is unsuccessful start over and follow **Steps 1-5**.
*Keep in mind you must have a recent **Transaction or Order** inside **CheckoutChamp CRM**.*
### Step 3 - Create Action that should occur upon the CheckoutChamp Zap
The final step is to set up your **Actions**, which is where you would set up your *3rd party app* to receive information from **CheckoutChamp**.
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## Setting up CheckoutChamp as an Action
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These instructions should only be followed if CheckoutChamp is in the **Action** set up of your Zap. If CheckoutChamp is the Trigger for your Zap, follow the instructions above.
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1\) Find the **Konnektive App** through the search bar.
2\) Choose your **Action**, there are *(5)* to choose from:
**Create New Sales, Create Leads, Update Fulfillments, Cancel Orders, and Update Customers.**
3\) From there you will **Map** the given fields from your **Trigger** to the fields that are from **Konnektive**.
4\) **Test** the functionality and if successful **Name your Zap** and turn your **Zap (ON)**.
