Zapier
Last updated
Last updated
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.
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.
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.
Inside Zapier, click the “+ Create” button to create a new Zap and follow the Zap wizard.
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.
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.
NOTE: You will need an API user inside of CheckoutChamp CRM to use to login to Zapier's Konnektive App.
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.
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.
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.
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.
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).
