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.

Zapier Templates

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 project"	Creates a new project in your Payaca account	Details about the project

5. Choose 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

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.