What is Zapier?
Zapier is an online tool that allows you to automate tasks and workflows between different web applications and services. It works by connecting these apps together through pre-built integrations, called "Zaps". A Zap consists of a trigger, which is an event that starts the workflow, and an action, which is what happens as a result of the trigger.
Zapier supports over 3,000 apps and services, so there are endless possibilities for what you can automate. With Zapier, you can save time and improve efficiency by automating repetitive tasks, reducing manual data entry, and integrating different tools to streamline your workflows.
To get started with Zapier, simply sign up for a free account on their website and explore the different apps and services they support. Then, create a Zap by selecting the apps you want to connect and setting up the trigger and action. Zapier offers both free and paid plans, depending on your needs, and pricing information can be found on their website.
Requirements for connecting Payaca to Zapier
Valid trial or subscription in Payaca
Admin user role in Payaca
Zapier account
Zapier subscription (required for some multi-chain zaps)
Live Zapier Templates
We have created a few templates with Zapier to simplify your workflow. If you want to give it a try, you can browse some existing Payaca zaps below.
Create a Zap with a Payaca action
1. Create a new zap
2. Add a trigger
Choose a connecting app to trigger the Payaca action
3. Add an action
4. Choose App & Event
App: "Payaca"
Action Event - i.e. "Create customer"
Action name | Action | Data required |
"Create customer" | Creates a customer on your Payaca account | Details about the customer |
"Create new deal" | Creates a new deal in your Payaca account | Details about the deal |
5. Choose account
Log in to your Payaca account
6. Set up action
Match up data from trigger to action
7. Test action
Test & continue
6. Turn Zap on!
7. Test it out
- Check the zap triggers your Payaca action successfully
Create a Zap with a Payaca trigger
1. Create a new zap
2. Add a trigger
3. Choose App & Event
App: "Payaca"
Trigger Event - i.e. "Sent Invoice"
Trigger name | Triggers when | Data available |
"Sent Invoice" | An invoice is sent | Details about the sent invoice |
"Sent Quote" | A quote is sent | Details about the sent quote |
"Accepted Quote" | A quote is accepted | Details about the accepted quote |
4. Choose Account
Log in to your Payaca account
5. Find Data
Load data from your account - This should fetch live data from your account (if for some reason this fails, demo data will be loaded)
6. Add an action
Choose a connecting app to action on the Payaca trigger
Reconnecting you Payaca account with Zapier
Now and then you will need to reconnect your Payaca account with Zapier in order to continue using your zaps. Reconnection will be indicated in the "Connections" page in Payaca.
Disconnect your Payaca account with Zapier
This will stop any zaps connected to your account from running
Disconnect account within your Zapier settings
or
Go to "Connections" page in Payaca and click "Remove connection" under the "Zapier" connection section
For more information on how Zapier works, check out their getting started guide here.