What's Zapier?
The Zapier service allows you to set up automatic data transfer from your website to any of the several thousand web applications connected to it.
Zapier works as follows: a user creates and configures a Zap, an action that connects two or more applications. The service monitors the occurrence of a specified event (trigger) in the first application and, when the trigger is triggered, executes the Zap, for example, transfers selected data to the second application.
Zapier can be used for free with some restrictions (processing up to 100 events per month, up to 5 one-step Zaps), but this is enough to automate simple tasks.
Our Horoshop app connected to Zapier offers two triggers:
New User — triggered when a new customer registers on the site (either directly or when placing their first order);
New Order — triggered when a new order is placed.
These triggers allow you, for example, to automate the transfer of new customer data to a mailing service or upload orders info to a web document.
How to set up integration with Zapier
Settings in Cartum
Before you start working with Zapier, you need to create a new user in the admin panel of your website:
Go to Settings → Users;
Click the + Add button ;
Fill in the Login and Password fields with the values of your choice;
Click the Save button.
Settings in Zapier
Register and log in to the Zapier service. The Horoshop app is used to integrate with websites that work via the https protocol.
Please note: if you want to test Zapier while setting up a demo site that uses the http protocol, after authorization, you should additionally use the invite to the Horoshop Insecure app.
To create a new Zap:
In the Zapier toolbar, click the + Create button and choose Zaps from the drop-down menu;
In the builder that opens, click the Trigger element;
In the search field, search for the Horoshop or Horoshop Insecure app by name, depending on the protocol used on your site;
In the right sidebar, in the Event field, select the desired trigger — New Order or New User.
Now you need to log in to the Horoshop or Horoshop Insecure app:
In the right sidebar next to the app name, click the Sign in button.
In the authorization window that opens, enter the username and password of the user previously created in the admin panel, and your website address without http:// or https:// (for the Horoshop Insecure app you also need to enter the protocol).
Click Yes, Continue to Horoshop/Horoshop Insecure.
In the right sidebar, click Continue.
To test the operation of the selected trigger:
Create one or more test orders through your website or manually add customers (Customers → + Add) and/or orders (Orders → + Add) in the admin panel.
In the Zapier, in the right sidebar, click the Test trigger button. If everything is set up correctly, you will see up to three customer or order records.
Select one of the records and click Continue with selected record. A window opens to search for the second application to which data will be transferred when the trigger is fired.
An example of setting up integration manually
Let's take an example of how to set up the export of certain data (name, country, and email address) of a new customer to a Google spreadsheet for further use in email campaigns.
First, you need to create a Google spreadsheet with appropriate field headers. The headers can be arbitrary — they are only needed for easy mapping with the data transferred from the Horoshop app.
Now you need to select the second app in Zapier, log in to it, and set the action to be performed when the trigger is fired.
Select Google Sheets in the app search box.
In the right sidebar, select Create Multiple Spreadsheet Rows in the Event field, and then click Continue.
Click Sign In next to Connect Google Sheets. Sign in to your Google Sheets, grant Zapier access to them, and then click Continue.
Select the Google Drive where your spreadsheet is located, then the spreadsheet itself and the desired worksheet in it.
Map the columns of your table with the data fields received from the Horoshop app. For convenience, the search displays not only the field names but also the values from the selected test record. Click Continue and then Test step.
Check your Google spreadsheet. If everything is correct, your test record should appear there. In Zapier, click Publish, and your Zap will start working and automatically adding new customers to your spreadsheet.
In paid versions of Zapier (starting with the Starter plan), you can set more than one actions that will be performed when the trigger is fired (the maximum number of actions in one Zap is 100). To do this, click + under the bottom element in the builder, select the desired app in the search box, and configure the actions in it.
Ready-made integration templates
For your convenience, we also offer several ready-made templates for integrating Cartum with the most popular services in Zapier. You can find them in the admin panel of your website by going to Settings → Zapier. These templates already have the necessary apps, triggers, and actions selected — all you have to do is log in to the apps and set up the transfer of the necessary data.
The following templates are available:
Creating a row with a new order in a Google spreadsheet;
Creating a row with a new user in a Google spreadsheet;
Adding a new customer to the Mailchimp mailing list;
Creating a card with a new order in Trello;
Adding a new order to the Google Contacts
Important: ready-made templates work only for websites that use the https protocol.
