Requirements:
Valid trial or subscription in Payaca
Admin user role in Payaca
Zapier account
Zapier subscription (required for some multi-chain zaps)
Jump to our guides to:
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 |
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
Configurations with tested apps:
Trigger | Action | Usage |
Payaca - "Sent Invoice" | Freshbooks - "New invoice" | Create a Freshbooks invoice on sending an invoice in Payaca. |
Payaca - "Sent Invoice" | Kashflow - "Create invoice" | Create a kashflow invoice on sending an invoice in Payaca. |
Payaca - "Accepted Quote" | ServiceM8 - "New job" | Create a job in ServiceM8 on a quote being accepted in Payaca. |
ServiceM8 - "New Client" | Payaca - "Create Customer" | Create a customer in Payaca on creating a new client in ServiceM8. Setup your first ServiceM8 Zap with this guide. |
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
Please get in contact with us if you have any issues, improvements or suggestions for future Zapier integrations.