Zapier Integration
Zapier can connect Orderspace to thousands of other apps and services without the need for any custom development and automate a wide variety of common tasks that would otherwise have to be done manually. Examples of the kinds of things you can do include:
- Export orders to a spreadsheet on Google Sheets
- Add customers to a CRM or marketing tool when they sign up on Orderspace
- Receive an SMS or message on Slack when an order is placed or a customer signs up
- Export orders to a shipping or fulfillment solution and create dispatches in Orderspace
- Create a product on a retail website when it is added on Orderspace
Zapier is priced based on the number of tasks being performed per month. At the time of writing it is free for up to 100 tasks per month, so simple tasks like adding new customers to a CRM may not cost anything.
Due to the way Zapier is priced, we do not recommend it for inventory sync because the number of tasks used would make it very expensive.
Zapier Setup
To get started, sign up to Zapier from https://zapier.com
Select My Apps from the Zapier dashboard.
On the new screen, click the Add Connection button.
You should then be redirected back to Zapier and under My Apps, Custom Integrations you should see Orderspace listed.
Creating a Zap triggered by an Orderspace event
In the rest of this example, we show how adding a new customer to Orderspace can trigger Zapier to perform some action against a third-party service. In this instance, we will be adding a subscriber to a mailing list in Klaviyo (an email marketing service) using the customer information that has been added to Orderspace.
On Zapier click Create Zap.
In the Orderspace account drop-down, select the Orderspace account you connected to earlier.
Click the Test trigger button.
Zapier should connect to Orderspace and obtain the most recently added customer to confirm that the connection is OK and to provide an example of the fields available. Zapier will also display the retrieved customer data as an example.
Click the Continue button.
This completes the trigger step of the Zap. The action step (step 2) requires repeating the same process in Zapier for the third-party service.
Search for and select the app you want to connect to. In this instance we select Klaviyo.
In the Event drop-down, select Add Subscriber
Under Klaviyo account, select the name of the Klaviyo account you want to connect to. There will usually only be one.
Click the Continue button.
Set up the action for the third-party service. You are presented with a number of fields that can be populated with data. This maps the data in Orderspace to the corresponding fields in Klaviyo and sets up any other fields that are required.
In the example, we recommend the following mappings:
List - Select the name of the mailing list in Klaviyo that you want the customers to be subscribed to.
Email - Select Buyers Email Address to map to the corresponding field in Orderspace
First Name - Select Buyers Name top map to the corresponding field in Orderspace
Last Name - Leave this blank as Orderspace only has a single name field containing both first name and last name
Organization - Select Company Name to map to the corresponding field in Orderspace
Click the Continue button.
Zapier allows you to test the Zap. It will attempt to run the Zap as if it had been triggered by Orderspace with the data acquired when testing the trigger during setup of the trigger step. To do this, click the Test Action button.
Click the Publish Zap button to make this zap begin triggering whenever the trigger action happens on Orderspace.
